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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBG
2851
United Bank (Georgia)
Georgia
$934K -$58.7K -86 -6%
TWM
2852
Thryve Wealth Management
Texas
$931K +$709K +1,039 +268%
PIFP
2853
Partners in Financial Planning
Virginia
$926K
JDLA
2854
J. Derek Lewis & Associates
California
$923K +$19.1K +28 +2%
BSI
2855
Bennett Selby Investments
Maine
$920K
GFP
2856
Guardian Financial Partners
California
$918K -$145K -212 -13%
HFA
2857
Highland Financial Advisors
New Jersey
$918K +$391K +573 +69%
PMG
2858
ProVise Management Group
Florida
$918K -$10.9K -16 -1%
SCA
2859
STALEY CAPITAL ADVISERS
Pennsylvania
$916K -$30.7K -45 -3%
CCG
2860
Chatham Capital Group
Georgia
$916K
SAM
2861
Sequent Asset Management
Texas
$915K -$251K -367 -21%
AWA
2862
Amplius Wealth Advisors
Pennsylvania
$914K +$2.73K +4 +0.3%
NIA
2863
NBZ Investment Advisors
Tennessee
$913K
PRP
2864
Peak Retirement Planning
Ohio
$912K +$126K +185 +15%
IRAG
2865
Investment Research & Advisory Group
Georgia
$911K -$34.1K -50 -3%
PRI
2866
Prepared Retirement Institute
Pennsylvania
$911K -$4.78K -7 -0.5%
GC
2867
Gibson Capital
Pennsylvania
$909K
SIAG
2868
Safeguard Investment Advisory Group
California
$906K -$195K -286 -17%
CFA
2869
Capstone Financial Advisors
Illinois
$906K +$39.6K +58 +4%
Pictet Asset Management
2870
Pictet Asset Management
Switzerland
$905K -$51.2M -74,954 -98%
SIAS
2871
Summit Investment Advisory Services
Minnesota
$905K -$4.1K -6 -0.4%
CWM
2872
Chemistry Wealth Management
New York
$902K +$49.8K +73 +6%
B
2873
Bensler
Washington
$901K +$30.7K +45 +3%
BI
2874
Bradyco Inc
Massachusetts
$901K +$4.78K +7 +0.5%
KFAS
2875
Keating Financial Advisory Services
Kansas
$900K +$77.8K +114 +9%