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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IC
2651
Innealta Capital
Texas
$359K – – –
Janus Henderson Group
2652
Janus Henderson Group
$358K -$9.13M -20,405 -96%
NAMP
2653
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$358K – – –
MTC
2654
Matrix Trust Company
Colorado
$358K +$124K +278 +59%
GWA
2655
GGM Wealth Advisors
Maryland
$357K – – –
PAWA
2656
Palo Alto Wealth Advisors
California
$356K -$26.9K -60 -7%
BBI
2657
Baxter Bros Inc
Connecticut
$354K – – –
GFG
2658
Greystone Financial Group
Michigan
$353K +$331K +739 New
OHWP
2659
Oak Harbor Wealth Partners
North Carolina
$351K -$115K -258 -26%
KOMWMG
2660
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$351K -$72.5K -162 -18%
BCA
2661
Ballentine Capital Advisors
South Carolina
$351K +$316K +706 New
CV
2662
Counterweight Ventures
North Carolina
$351K +$329K +734 New
SHFA
2663
SS&H Financial Advisors
Michigan
$350K – – –
JWBC
2664
J.W. Burns & Co
New York
$349K – – –
NAMM
2665
NorthStar Asset Management (Massachusetts)
Massachusetts
$347K – – –
KWM
2666
Keating Wealth Management
Colorado
$346K +$325K +725 New
AWM
2667
Accurate Wealth Management
Florida
$344K -$88.2K -197 -22%
JTWM
2668
Jackson Thornton Wealth Management
Alabama
$343K +$322K +719 New
CMP
2669
Coston McIsaac & Partners
Maine
$342K – – –
MAG
2670
Mayfair Advisory Group
Alabama
$342K +$322K +720 New
EA
2671
Everpar Advisors
Oklahoma
$342K +$320K +715 New
PGF
2672
Plan Group Financial
Oklahoma
$339K +$21K +47 +7%
EAM
2673
Empirical Asset Management
Massachusetts
$338K +$3.13K +7 +1%
SJL
2674
Shayne & Jacobs LLC
Tennessee
$337K +$40.3K +90 +15%
SGWM
2675
Sterling Group Wealth Management
California
$337K +$59.1K +132 +23%