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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
551
Cypress Financial Planning
New Jersey
$25.9M +$1.22M +3,041 +5%
RA
552
Rational Advisors
New York
$25.8M -$4.99M -12,457 -17%
SL
553
Sentinus LLC
Illinois
$25.7M +$4.89M +12,196 +24%
KFA
554
Kelleher Financial Advisors
New York
$25.7M -$1.34M -3,347 -5%
CA
555
Clearstead Advisors
Ohio
$25.6M +$1.82M +4,540 +8%
GRP
556
Global Retirement Partners
California
$25.5M +$1.58M +3,950 +7%
CA
557
Cornerstone Advisors
North Carolina
$25.5M – – –
PWM
558
Perigon Wealth Management
California
$25.3M -$194K -485 -0.8%
DZ Bank
559
DZ Bank
Germany
$25.2M +$253K +631 +1%
FNBOH
560
First National Bank of Hutchinson
Kansas
$25.2M -$1.86M -4,638 -7%
TC
561
Trilogy Capital
California
$25.2M +$1M +2,498 +4%
BIAS
562
Beacon Investment Advisory Services
New Jersey
$25.1M -$71K -177 -0.3%
JWA
563
JFS Wealth Advisors
Pennsylvania
$25.1M +$193K +482 +0.8%
KPWS
564
Kestra Private Wealth Services
Texas
$25.1M +$7.97M +19,885 +48%
CTA
565
Colonial Trust Advisors
South Carolina
$24.9M -$165K -411 -0.7%
NCM
566
Novare Capital Management
North Carolina
$24.9M -$713K -1,778 -3%
SIAM
567
Sterling Investment Advisors (Missouri)
Missouri
$24.9M +$779K +1,942 +3%
ACP
568
Aveo Capital Partners
Colorado
$24.7M +$851K +2,122 +4%
BA
569
Bellwether Advisors
Nebraska
$24.7M -$1.57M -3,908 -6%
RCAG
570
Rehmann Capital Advisory Group
Michigan
$24.6M +$4.68M +11,665 +24%
FFA
571
Fi3 Financial Advisors
Indiana
$24.6M +$783K +1,953 +3%
OGF
572
Orin Green Financial
California
$24.5M -$337K -840 -1%
AWM
573
Avondale Wealth Management
Texas
$24.5M -$225K -560 -0.9%
RCM
574
Rain Capital Management
Oregon
$24.4M -$492K -1,227 -2%
AIA
575
Avalon Investment & Advisory
Texas
$24.2M +$2.02M +5,046 +9%