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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWWM
2701
Fiscal Wisdom Wealth Management
Connecticut
$1.18M +$353K +517 +40%
AIA
2702
AssuredPartners Investment Advisors
Florida
$1.17M +$361K +528 +42%
GVCM
2703
Global View Capital Management
Wisconsin
$1.17M -$7.3M -10,692 -86%
TWM
2704
Tanager Wealth Management
United Kingdom
$1.17M +$154K +225 +14%
SFP
2705
SwitchPoint Financial Planning
Utah
$1.17M
WAM
2706
Worth Asset Management
Texas
$1.16M +$172K +252 +16%
NDSI
2707
Newman Dignan & Sheerar Inc
Rhode Island
$1.16M +$273K +400 +29%
BWP
2708
Barlow Wealth Partners
Kentucky
$1.16M +$105K +154 +10%
CBB
2709
Citizens Business Bank
California
$1.16M
PW
2710
Paladin Wealth
Minnesota
$1.16M +$514K +752 +74%
CWM
2711
CMH Wealth Management
New Hampshire
$1.16M +$1.21M +1,775 New
PFA
2712
Portland Financial Advisors
New York
$1.16M +$241K +353 +25%
JSAM
2713
J. Safra Asset Management
New York
$1.16M
AIA
2714
Aventus Investment Advisors
Florida
$1.15M -$54.6K -80 -4%
1L
2715
10Elms LLP
Oklahoma
$1.15M +$1.19M +1,741 +6,696%
SA
2716
Sincerus Advisory
New York
$1.15M +$145K +212 +14%
MBI
2717
May Barnhard Investments
Maryland
$1.15M +$5.46K +8 +0.5%
FVWA
2718
Foster Victor Wealth Advisors
South Carolina
$1.15M +$363K +531 +48%
CF
2719
Clarity Financial
Texas
$1.14M +$43.7K +64 +4%
AG
2720
AmeriFlex Group
Nevada
$1.14M -$99K -145 -8%
NF
2721
Nvest Financial
New Hampshire
$1.14M -$38.2K -56 -3%
VC
2722
Veracity Capital
Georgia
$1.14M +$84.7K +124 +8%
CL
2723
COWA LLC
Oklahoma
$1.14M -$2.12M -3,098 -63%
HWM
2724
Horizon Wealth Management
Illinois
$1.14M +$10.9K +16 +0.9%
SWA
2725
Sightline Wealth Advisors
Connecticut
$1.13M -$1.37K -2 -0.1%