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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
626
Boulder Wealth Advisors
Colorado
$46.2M +$44.5M +69,022 New
WFAG
627
Wescott Financial Advisory Group
Pennsylvania
$46.1M +$504K +783 +1%
1832 Asset Management
628
1832 Asset Management
Ontario, Canada
$46.1M +$3.21M +4,990 +8%
NCM
629
Next Capital Management
New York
$46M +$2.93M +4,550 +7%
SAM
630
Silvercrest Asset Management
New York
$45.8M +$1.27M +1,973 +3%
CP
631
Capital Planning
Washington
$45.6M -$404K -628 -0.9%
SW
632
SteelPeak Wealth
California
$45.2M +$6.31M +9,800 +17%
WPW
633
Watershed Private Wealth
Illinois
$45.1M +$2.42M +3,759 +6%
MA
634
MCF Advisors
Kentucky
$45.1M -$759K -1,178 -2%
IIA
635
Integrity Investment Advisors
Colorado
$45.1M +$3.79M +5,881 +10%
NL
636
NDWM LLC
California
$44.6M -$96.6K -150 -0.2%
EWM
637
Evercore Wealth Management
New York
$44.6M +$106K +165 +0.2%
SC
638
SouthState Corp
Florida
$44.5M +$2.18M +3,389 +5%
CQWA
639
Chokshi & Queen Wealth Advisors
California
$44.4M +$831K +1,291 +2%
HH
640
HWG Holdings
Texas
$44.2M -$3.47M -5,382 -8%
C
641
Certuity
Florida
$44.1M +$1.68M +2,605 +4%
SWM
642
SigFig Wealth Management
California
$44.1M +$5.86M +9,095 +16%
VC
643
Vestor Capital
Illinois
$44.1M +$40.9M +63,567 +2,795%
PGA
644
Portland Global Advisors
Maine
$43.9M +$1.29M +1,997 +3%
WAP
645
Wealthcare Advisory Partners
Pennsylvania
$43.6M +$909K +1,412 +2%
DWT
646
Dorsey & Whitney Trust
South Dakota
$43.5M -$63.1K -98 -0.2%
CWP
647
Corepath Wealth Partners
Arizona
$43.4M +$5.92M +9,193 +17%
CW
648
CreativeOne Wealth
Kansas
$43.3M +$720K +1,118 +2%
AFS
649
Axiom Financial Strategies
Indiana
$43.2M +$9.24M +14,350 +29%
AIA
650
Armor Investment Advisors
North Carolina
$43M +$13M +20,154 +46%