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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2651
Steelhead Wealth Management
Virginia
$1.26M +$1.32M +1,933 New
IA
2652
Intellus Advisors
Florida
$1.26M +$492K +720 +60%
EF
2653
Elite Financial
Idaho
$1.26M -$34.1K -50 -3%
JSA
2654
Jim Saulnier & Associates
Colorado
$1.26M -$43K -63 -3%
BI
2655
Ballast Inc
Kentucky
$1.25M +$2.73K +4 +0.2%
Fayez Sarofim & Co
2656
Fayez Sarofim & Co
Texas
$1.25M -$806K -1,180 -38%
TBFA
2657
Three Bearings Fiduciary Advisors
New Hampshire
$1.25M -$159K -233 -11%
NFA
2658
Northwest Financial Advisors
Virginia
$1.25M -$25.3K -37 -2%
AT
2659
Adelphi Trust
Florida
$1.25M +$746K +1,093 +133%
BS
2660
BCI Securities
Florida
$1.25M +$763K +1,117 +141%
FNWA
2661
Financial Network Wealth Advisors
Utah
$1.25M +$32.1K +47 +3%
AWM
2662
Affinity Wealth Management
Delaware
$1.24M +$683 +1 +0.1%
SGI
2663
Summit Global Investments
Utah
$1.24M +$113K +165 +9%
AIP
2664
Almanack Investment Partners
Pennsylvania
$1.24M -$240K -352 -16%
NPA
2665
Nichols & Pratt Advisers
Massachusetts
$1.24M
RK
2666
Rather & Kittrell
Tennessee
$1.24M -$16.4K -24 -1%
MM
2667
Morangie Management
Florida
$1.24M -$43K -63 -3%
SBF
2668
Sara-Bay Financial
Florida
$1.23M +$26.6K +39 +2%
MHIC
2669
Marble Harbor Investment Counsel
Massachusetts
$1.23M
CAG
2670
Centerpoint Advisory Group
Kansas
$1.23M +$51.2K +75 +4%
FI
2671
Financial Insights
Washington
$1.22M -$285K -418 -18%
PS
2672
Planned Solutions
California
$1.22M +$683 +1 +0.1%
PCM
2673
Princeton Capital Management
New Jersey
$1.22M -$4.1K -6 -0.3%
BDFN
2674
Bond & Devick Financial Network
Minnesota
$1.22M -$34.8K -51 -3%
FM
2675
Foster & Motley
Ohio
$1.22M +$243K +356 +23%