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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
301
Physician Wealth Advisors
Utah
$66.4M -$535K -1,270 -0.8%
CAM
302
Chandler Asset Management
California
$66M -$680K -1,614 -1%
RVPG
303
Relative Value Partners Group
$65.5M +$5.51M +13,065 +10%
CFO
304
Callan Family Office
Pennsylvania
$65.3M +$618K +1,467 +1%
ONB
305
Old National Bancorp
Indiana
$64.9M -$1.59M -3,775 -3%
SFS
306
Summit Financial Strategies
Ohio
$64.2M -$1.16M -2,741 -2%
IAN
307
Integrated Advisors Network
Texas
$63.9M -$1.25M -2,962 -2%
CWM
308
Curi Wealth Management
North Carolina
$63.8M +$696K +1,651 +1%
SAS
309
Sage Advisory Services
Texas
$63.1M -$26.4M -62,702 -31%
KWMG
310
King Wealth Management Group
Florida
$63M +$1.7M +4,040 +3%
MFG
311
Merit Financial Group
Georgia
$63M +$1.15M +2,732 +2%
SIRP
312
Shelter Insurance Retirement Plan
Missouri
$62.9M -$6.85M -16,245 -10%
SW
313
SteelPeak Wealth
California
$62.9M +$162K +385 +0.3%
CIM
314
CIM Investment Management
Pennsylvania
$62.8M -$832K -1,975 -1%
RWP
315
RWA Wealth Partners
Massachusetts
$62.8M +$13M +30,920 +28%
KA
316
Kovack Advisors
Florida
$62.7M -$7.57M -17,953 -11%
SFS
317
Sowell Financial Services
Arkansas
$62.4M +$12.9M +30,686 +28%
NCM
318
Narwhal Capital Management
Georgia
$62.2M +$1.76M +4,184 +3%
ACM
319
Arcataur Capital Management
Wisconsin
$62M +$58.7M +139,186 New
SAF
320
Smith Anglin Financial
Texas
$61.9M -$2.28M -5,421 -4%
UW
321
Unique Wealth
Florida
$61.7M +$884K +2,098 +2%
Mackenzie Financial
322
Mackenzie Financial
Ontario, Canada
$61.6M +$2.38M +5,647 +4%
DWM
323
Destination Wealth Management
California
$61.4M -$1.25M -2,967 -2%
ANB
324
Amarillo National Bank
Texas
$61.3M +$55.2K +131 +0.1%
WAG
325
Winthrop Advisory Group
Massachusetts
$61.2M +$3.29M +7,815 +6%