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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
626
Cornerstone Wealth Management
Missouri
$51.6M -$24.4K -36 -0%
SFMG
627
Sage Financial Management Group
Virginia
$51.5M +$1.21M +1,775 +2%
BWP
628
BlueStem Wealth Partners
Minnesota
$51.3M -$109M -161,008 -68%
Treasurer of the State of North Carolina
629
Treasurer of the State of North Carolina
North Carolina
$51.3M +$33.2M +48,892 +188%
PGFC
630
Peapack-Gladstone Financial Corp
New Jersey
$51M +$1.7M +2,502 +3%
Citadel Advisors
631
Citadel Advisors
Florida
$50.9M +$19.9M +29,251 +65%
HPM
632
Hoxton Planning & Management
West Virginia
$50.5M +$448K +660 +0.9%
CWG
633
Cornerstone Wealth Group
North Carolina
$50.5M -$246K -362 -0.5%
SA
634
Stewardship Advisors
Pennsylvania
$50.3M -$2.38M -3,504 -5%
SCM
635
Spreng Capital Management
Ohio
$50.2M +$694K +1,022 +1%
NFG
636
Nations Financial Group
Iowa
$50M +$35.8M +52,733 +261%
PAS
637
PKS Advisory Services
New York
$49.9M -$847K -1,247 -2%
AWA
638
Acumen Wealth Advisors
Tennessee
$49.6M +$49.2M +72,402 New
SAM
639
Silvercrest Asset Management
New York
$49.3M +$2.41M +3,552 +5%
MG
640
Mather Group
Illinois
$49.1M +$22.4K +33 +0%
SC
641
SouthState Corp
Florida
$48.9M +$3.34M +4,913 +7%
NCM
642
Novare Capital Management
North Carolina
$48.9M +$902K +1,329 +2%
HCM
643
Hollencrest Capital Management
California
$48.6M -$429K -632 -0.9%
WFAG
644
Wescott Financial Advisory Group
Pennsylvania
$48.5M +$1.33M +1,963 +3%
CA
645
Cornerstone Advisory
Maryland
$47.9M -$113K -167 -0.2%
B
646
Bailard
California
$47.8M -$472K -695 -1%
NCM
647
Next Capital Management
New York
$47.8M +$771K +1,135 +2%
LWM
648
Latko Wealth Management
Illinois
$47.8M -$3.04M -4,476 -6%
BWA
649
Boulder Wealth Advisors
Colorado
$47.8M +$519K +764 +1%
PVAMC
650
PPS&V Asset Management Consultants
Michigan
$47.7M -$661K -974 -1%