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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
626
LWS Wealth Advisors
New Jersey
$13.6M +$2.42M +6,802 +23%
PFPT
627
Pinnacle Financial Partners (Tennessee)
Tennessee
$13.6M +$2.78M +7,818 +27%
FA
628
Fiducient Advisors
Illinois
$13.4M +$1.19M +3,333 +10%
AHC
629
Anderson Hoagland & Co
Missouri
$13.4M +$12.7M +35,682 New
CCFM
630
Clear Creek Financial Management
Washington
$13.4M -$68.8M -193,415 -84%
SSW
631
Smith Shellnut Wilson
Mississippi
$13.2M -$816K -2,293 -6%
BFM
632
Broadview Financial Management
Wisconsin
$13.1M -$486K -1,365 -4%
MGWM
633
Marks Group Wealth Management
Minnesota
$13.1M -$314K -882 -2%
BNP Paribas Financial Markets
634
BNP Paribas Financial Markets
France
$13.1M -$35.8M -100,696 -74%
HF
635
Halpern Financial
Virginia
$13M +$155K +435 +1%
DBT
636
Dubuque Bank & Trust
Iowa
$13M +$4.92M +13,820 +66%
AIM
637
Acropolis Investment Management
Missouri
$13M -$180K -506 -1%
LFAS
638
Level Four Advisory Services
Texas
$12.9M -$982K -2,759 -7%
VC
639
Vestor Capital
Illinois
$12.8M -$57.3K -161 -0.5%
PA
640
PSI Advisors
Florida
$12.8M -$1.5M -4,208 -11%
EWM
641
EPG Wealth Management
Georgia
$12.8M +$1.22M +3,432 +11%
BHIA
642
Birch Hill Investment Advisors
Massachusetts
$12.8M +$302K +849 +3%
KPWS
643
Kestra Private Wealth Services
Texas
$12.8M +$2.57M +7,214 +27%
AGA
644
Accuvest Global Advisors
Utah
$12.7M +$12M +33,653 +21,853%
LF
645
Lantz Financial
Illinois
$12.6M -$31K -87 -0.3%
VHAM
646
Van Hulzen Asset Management
California
$12.5M -$5.63M -15,817 -32%
HB
647
Homrich & Berg
Georgia
$12.5M -$189K -532 -2%
RWA
648
River Wealth Advisors
Pennsylvania
$12.5M +$2.57M +7,234 +28%
FG
649
Foster Group
Iowa
$12.4M +$11.8M +33,216 New
OIA
650
OneDigital Investment Advisors
Kansas
$12.4M -$284K -799 -2%