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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
551
Daiwa Securities Group
Japan
$19.7M -$2.62M -6,760 -12%
CFGF
552
Compass Financial Group (Florida)
Florida
$19.6M -$740K -1,912 -4%
4WM
553
4J Wealth Management
Virginia
$19.5M -$846K -2,185 -4%
TI
554
tru Independence
Oregon
$19.5M +$18.4M +47,559 +3,233%
OEP
555
Ocean Endowment Partners
Illinois
$19.5M -$8.09M -20,888 -22%
WJA
556
Willis Johnson & Associates
Texas
$19.4M -$1.02M -2,633 -5%
BWCS
557
Beirne Wealth Consulting Services
Connecticut
$19.4M +$365K +944 +2%
BCM
558
BTC Capital Management
Iowa
$19.4M -$636K -1,642 -3%
AFG
559
Arkansas Financial Group
Arkansas
$19.4M +$207K +534 +1%
LAS
560
Lloyd Advisory Services
Georgia
$19.3M +$6.76M +17,453 +56%
EPM
561
Elm Partners Management
Pennsylvania
$19.1M -$4.85M -12,525 -21%
KCM
562
Kanawha Capital Management
Virginia
$19M +$115K +297 +0.6%
KWP
563
Keystone Wealth Partners
Arizona
$18.9M +$1.38M +3,554 +8%
WCM
564
WealthBridge Capital Management
Ohio
$18.9M +$537K +1,386 +3%
TW
565
Transform Wealth
Colorado
$18.8M +$1.54M +3,974 +9%
EWM
566
Evermay Wealth Management
Virginia
$18.8M -$435K -1,124 -2%
IC
567
IEQ Capital
California
$18.8M +$396K +1,022 +2%
RA
568
Riverstone Advisors
Texas
$18.7M -$24.4K -63 -0.1%
SMH
569
Sanders Morris Harris
Texas
$18.6M -$29.8K -77 -0.2%
K
570
Kemper
Illinois
$18.5M
WCM
571
Windsor Capital Management
Arizona
$18.5M -$266K -687 -1%
BFA
572
Beaumont Financial Advisors
Massachusetts
$18.4M +$962K +2,485 +6%
SC
573
SouthState Corp
Florida
$18.1M +$19K +49 +0.1%
CP
574
Capital Planning
Washington
$18M +$1.41M +3,640 +9%
NFG
575
Next Financial Group
Texas
$17.9M +$2.03M +5,240 +13%