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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
651
PKS Advisory Services
New York
$56M +$49M +67,258 +888%
Legacy Financial Group (Iowa)
652
Legacy Financial Group (Iowa)
Iowa
$55.9M +$24.4M +33,458 +81%
C
653
Certuity
Florida
$55.5M +$2.82M +3,873 +5%
SFMG
654
Sage Financial Management Group
Virginia
$55.2M -$719K -987 -1%
CA
655
Cornerstone Advisory
Maryland
$55.1M +$1.15M +1,580 +2%
TF
656
Trek Financial
Arizona
$55M +$21.8M +29,950 +69%
WWM
657
Waterway Wealth Management
Texas
$54.9M +$1.23M +1,694 +1%
SW
658
Simplicity Wealth
New Jersey
$54.9M +$15M +20,551 +39%
NOI
659
Newton One Investments
Delaware
$54.7M -$1.65M -2,264 -3%
TPCW
660
TD Private Client Wealth
New York
$54.7M +$324K +445 +0.6%
PGA
661
Portland Global Advisors
Maine
$54.5M +$2.64M +3,629 +5%
SIM
662
Stratos Investment Management
Ohio
$54.4M -$3.37M -4,633 -6%
NCM
663
Next Capital Management
New York
$54.3M +$1.36M +1,867 +3%
PSCM
664
Per Stirling Capital Management
Texas
$54.2M -$1.12M -1,544 -2%
CNBOF
665
City National Bank of Florida
Florida
$54M +$4.55M +6,251 +9%
CWM
666
Cornerstone Wealth Management
Missouri
$53.9M -$856K -1,176 -2%
SWA
667
Serenus Wealth Advisors
California
$53.9M -$2.36M -3,235 -4%
WP
668
WealthShield Partners
North Carolina
$53.5M +$12.7M +17,447 +32%
AWM
669
Avior Wealth Management
Nebraska
$53.4M -$11.3M -15,474 -18%
CQWA
670
Chokshi & Queen Wealth Advisors
California
$53.3M +$1.62M +2,226 +3%
SFG
671
Snider Financial Group
Washington
$53.2M +$4.04M +5,552 +8%
AIA
672
Armor Investment Advisors
North Carolina
$53M +$875K +1,201 +2%
CWG
673
Cornerstone Wealth Group
North Carolina
$52.9M -$1.3M -1,783 -2%
BWP
674
BlueStem Wealth Partners
Minnesota
$52.8M -$1.33M -1,824 -3%
RA
675
Rational Advisors
New York
$52.3M +$12.4M +17,096 +32%