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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
576
Palisades Hudson Asset Management
Florida
$25.6M -$58.1K -126 -0.2%
GWM
577
GoalFusion Wealth Management
Texas
$25.5M +$29.5M +63,986 New
FTS
578
Fifth Third Securities
Ohio
$25.4M +$289K +628 +1%
UFA
579
US Financial Advisors
Massachusetts
$25.3M +$838K +1,819 +4%
AGA
580
Accuvest Global Advisors
Utah
$25.3M +$5.97M +12,956 +32%
FFM
581
Fullerton Fund Management
Singapore
$25.3M +$16.8M +36,557 +223%
SSWM
582
Sheets Smith Wealth Management
North Carolina
$25.1M -$1.22M -2,649 -5%
CWS
583
Cypress Wealth Services
California
$25.1M +$21.7K +47 +0.1%
WS
584
Wedbush Securities
California
$25.1M +$3.2M +6,952 +15%
TFS
585
TrustCore Financial Services
Tennessee
$24.8M -$6.7M -14,533 -22%
GCA
586
Gradient Capital Advisors
California
$24.8M -$550K -1,194 -2%
RWA
587
Ropes Wealth Advisors
Massachusetts
$24.8M -$461 -1 -0%
SL
588
SWMG LLC
Texas
$24.4M +$3.47M +7,536 +17%
WPW
589
Waldron Private Wealth
Pennsylvania
$24.3M +$1.15M +2,503 +5%
4WM
590
4J Wealth Management
Virginia
$24.3M +$73.3K +159 +0.3%
EAM
591
Erste Asset Management
Austria
$24.2M +$73.7K +160 +0.3%
WAAG
592
Wealth Alliance Advisory Group
Kansas
$24.2M -$495K -1,074 -2%
KWS
593
Keystone Wealth Services
California
$24.2M +$23.4M +50,746 New
LHWM
594
Lake Hills Wealth Management
Texas
$24.2M +$23.4M +50,692 New
RA
595
Riverstone Advisors
Texas
$24.1M +$1.87M +4,065 +9%
National Bank of Canada
596
National Bank of Canada
Quebec, Canada
$24M +$23.2M +50,278 New
DCM
597
Dimension Capital Management
Florida
$23.9M -$1.84M -3,992 -7%
CFGF
598
Compass Financial Group (Florida)
Florida
$23.8M +$371K +805 +2%
MYIA
599
Mount Yale Investment Advisors
Colorado
$23.6M +$4.27M +9,264 +23%
BAAM
600
Baker Avenue Asset Management
California
$23.6M +$331K +718 +1%