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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAG
4001
Accordant Advisory Group
Maryland
$14.4K +$15K +22 New
API
4002
Asset Planning Inc
California
$14.3K – – –
IAAG
4003
Innovative Asset Advisors Group
Connecticut
$12.4K +$13K +19 New
IW
4004
Imprint Wealth
South Carolina
$10.5K – – –
NWS
4005
Nvest Wealth Strategies
Ohio
$9.14K – – –
WAG
4006
Wilkerson Advisory Group
Missouri
$9.14K +$9.56K +14 New
WPWM
4007
Western Pacific Wealth Management
Illinois
$8.82K +$683 +1 +8%
FMTCOCP
4008
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K -$277K -405 -98%
VFM
4009
Vision Financial Markets
Connecticut
$6.63K – – –
WFA
4010
West Financial Advisors
Iowa
$6.53K – – –
KWM
4011
Kiker Wealth Management
Georgia
$5.23K +$5.46K +8 New
SAS
4012
Spurstone Advisory Services
Connecticut
$3.92K – – –
LA
4013
LM Advisors
California
$2.74K -$59.4K -87 -5%
BCWM
4014
Ball & Co Wealth Management
Tennessee
$2K – – –
DRP
4015
Decker Retirement Planning
Utah
$1.32K -$27.3K -40 -95%
CCC
4016
Chelsea Counsel Company
California
$654 – – –
BCM
4017
BlueCrest Capital Management
Jersey
– -$1.52B -2,222,669 Closed
JG
4018
Jain Global
New York
– -$1.15B -1,685,361 Closed
Balyasny Asset Management
4019
Balyasny Asset Management
Illinois
– -$1.13B -1,653,813 Closed
WP
4020
Woodline Partners
California
– -$1.01B -1,467,676 Closed
D.E. Shaw & Co
4021
D.E. Shaw & Co
New York
– -$805M -1,175,000 Closed
AMH
4022
Apollo Management Holdings
New York
– -$378M -551,725 Closed
VRS
4023
Virginia Retirement Systems
Virginia
– -$320M -467,000 Closed
SC
4024
SummitTX Capital
Texas
– -$295M -430,000 Closed
GAM
4025
Goldentree Asset Management
New York
– -$258M -376,000 Closed