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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2501
Maridea Wealth Management
New York
$1.6M -$57.4K -84 -3%
AI
2502
Atomic Invest
New York
$1.6M -$3.4M -4,974 -66%
AWM
2503
Accurate Wealth Management
Florida
$1.6M -$282K -413 -15%
MA
2504
MBA Advisors
Pennsylvania
$1.6M -$89.5K -131 -5%
IWA
2505
Inspirion Wealth Advisors
Illinois
$1.6M -$30K -44 -2%
LC
2506
Lawood & Co
Pennsylvania
$1.59M – – –
PAG
2507
Powers Advisory Group
Illinois
$1.59M +$190K +278 +13%
TFA
2508
Trinity Financial Advisors
Ohio
$1.59M -$255K -373 -13%
FAG
2509
Fortitude Advisory Group
Washington
$1.58M -$124K -181 -7%
ACM
2510
Argent Capital Management
Missouri
$1.57M -$2.68M -3,922 -62%
Evelyn Partners Investment Management
2511
Evelyn Partners Investment Management
$1.57M +$20.5K +30 +1%
CWM
2512
ClientFirst Wealth Management
Arkansas
$1.56M – – –
HPA
2513
High Probability Advisors
New York
$1.56M -$669K -980 -29%
BFP
2514
Birchwood Financial Partners
Minnesota
$1.56M -$9.56K -14 -0.6%
MBTD
2515
Mechanics Bank - Trust Department
California
$1.56M +$99K +145 +6%
CMAI
2516
Capital Management Associates Inc
Minnesota
$1.56M -$1.34M -1,957 -45%
CPSC
2517
Carl P. Sherr & Co
Massachusetts
$1.56M – – –
PWS
2518
Proactive Wealth Strategies
Georgia
$1.55M +$878K +1,286 +117%
PEWA
2519
Pacific Excel Wealth Advisors
California
$1.55M +$614K +899 +61%
BCI
2520
Blue Capital Inc
Nebraska
$1.55M +$43.7K +64 +3%
PGWM
2521
Pitti Group Wealth Management
New York
$1.55M +$100K +147 +7%
MJFG
2522
Mars Jewett Financial Group
Washington
$1.55M +$4.1K +6 +0.3%
VCP
2523
Vista Capital Partners
Oregon
$1.55M -$94.9K -139 -6%
EFG
2524
Ehrlich Financial Group
California
$1.55M -$340K -498 -17%
MW
2525
Marrick Wealth
California
$1.54M -$1.24M -1,810 -43%