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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
3151
Darwin Wealth Management
Florida
– -$9.83M -18,698 Closed
CG
3152
Caprock Group
Idaho
– -$8.07M -15,349 Closed
WAOI
3153
Wealth Advisors of Iowa
Iowa
– -$6.42M -12,204 Closed
KFGK
3154
Keystone Financial Group (Kentucky)
Kentucky
– -$6.22M -11,832 Closed
BBP
3155
Banco BTG Pactual
Brazil
– -$6.1M -11,600 Closed
HFRG
3156
Houlihan Financial Resource Group
Virginia
– -$5.61M -10,666 Closed
LWMNY
3157
Landmark Wealth Management (New York)
New York
– -$5.27M -10,022 Closed
PFM
3158
Patton Fund Management
Texas
– -$5.18M -9,844 Closed
ARC
3159
Advisor Resource Council
Texas
– -$4.6M -9,615 Closed
California State Teachers Retirement System (CalSTRS)
3160
California State Teachers Retirement System (CalSTRS)
California
– -$4.8M -9,123 Closed
AWA
3161
Authentikos Wealth Advisory
California
– -$3.46M -6,574 Closed
PBF
3162
Petix & Botte Financial
California
– -$2.98M -5,661 Closed
PPP
3163
Private Portfolio Partners
New Jersey
– -$2.85M -5,414 Closed
WWS
3164
Wellington Wealth Strategies
Indiana
– -$2.77M -5,277 Closed
IUHSA
3165
Itau Unibanco Holding S.A.
Brazil
– -$2.59M -4,693 Closed
CB
3166
Cadence Bank
Mississippi
– -$2.23M -4,235 Closed
DFG
3167
Delta Financial Group
New Jersey
– -$1.97M -3,747 Closed
HBCM
3168
Heron Bay Capital Management
Michigan
– -$1.91M -3,636 Closed
TSS
3169
Two Sigma Securities
New York
– -$1.68M -3,200 Closed
FEM
3170
Fulcrum Equity Management
Texas
– -$1.6M -3,036 Closed
JWWM
3171
Johnson & White Wealth Management
Pennsylvania
– -$1.55M -2,957 Closed
EWM
3172
Executive Wealth Management
Michigan
– -$1.49M -2,844 Closed
SWM
3173
Soundmark Wealth Management
Washington
– -$1.36M -2,589 Closed
XS
3174
XR Securities
Illinois
– -$1.28M -2,440 Closed
HP
3175
Hyperion Partners
Pennsylvania
– -$1.25M -2,380 Closed