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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
626
Cedar Brook Financial Partners
Ohio
$8.24M +$1.12M +3,665 +13%
SG
627
StoneX Group
New York
$8.23M +$3.11M +10,149 +47%
Barclays
628
Barclays
United Kingdom
$8.17M -$968K -3,159 -9%
LFS
629
Lutz Financial Services
Nebraska
$8.17M -$1.68M -5,492 -15%
TFF
630
The Family Firm
Maryland
$8.13M -$196K -638 -2%
PGWM
631
Parisi Gray Wealth Management
New Jersey
$8.12M -$81.2K -265 -0.8%
SC
632
Scotia Capital
Ontario, Canada
$8.1M -$33.1K -108 -0.3%
AGA
633
Accuvest Global Advisors
Utah
$8.08M -$3.33M -10,869 -26%
WWM
634
Windsor Wealth Management
Indiana
$8.04M +$2.29M +7,468 +32%
CHA
635
Cooper/Haims Advisors
New York
$8.02M -$286K -933 -3%
TNB
636
Thomasville National Bank
Georgia
$7.97M -$153K -499 -2%
FPFS
637
First Personal Financial Services
North Carolina
$7.96M +$1.28M +4,185 +16%
EA
638
Elm Advisors
California
$7.89M -$51.8K -169 -0.6%
BRM
639
Boston Research & Management
Massachusetts
$7.87M +$2.58M +8,430 +38%
T. Rowe Price Associates
640
T. Rowe Price Associates
Maryland
$7.87M -$6.44M -21,025 -41%
SIM
641
Stratos Investment Management
Ohio
$7.71M -$3.56M -11,603 -28%
COF
642
Capital One Financial
Virginia
$7.71M +$9.14M +29,827 New
NC
643
NovaPoint Capital
Georgia
$7.68M +$4.21M +13,746 +86%
RRC
644
Relaxing Retirement Coach
Massachusetts
$7.68M -$6.64M -21,675 -42%
TF
645
Trek Financial
Arizona
$7.65M -$1.5M -4,879 -14%
SLF
646
Sun Life Financial
Ontario, Canada
$7.65M
TNB
647
TCF National Bank
South Dakota
$7.61M +$225K +735 +3%
PI
648
Parkside Investments
Illinois
$7.61M +$2.88M +9,413 +47%
JFA
649
JNBA Financial Advisors
Minnesota
$7.55M -$983K -3,208 -10%
FFM
650
Fullerton Fund Management
Singapore
$7.52M -$171K -557 -2%