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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
651
Chicago Partners Investment Group
Illinois
$31.7M +$536K +1,020 +2%
NWM
652
NRI Wealth Management
California
$31.7M +$78.9K +150 +0.3%
FCP
653
Fidelis Capital Partners
Florida
$31.6M +$1.18M +2,239 +4%
CIA
654
Capital Investment Advisors
Georgia
$31.6M +$3.33M +6,328 +12%
WCM
655
Windsor Capital Management
Arizona
$31.5M +$933K +1,774 +3%
ATS
656
Ashton Thomas Securities
New York
$31.4M +$29.6M +56,229 New
LF
657
Lantz Financial
Illinois
$31.4M -$998K -1,897 -3%
AWM
658
Avondale Wealth Management
Texas
$31.3M +$284K +541 +1%
KCM
659
Kanawha Capital Management
Virginia
$30.9M +$608K +1,156 +2%
UOWF
660
University of Wisconsin Foundation
Wisconsin
$30.8M +$476K +905 +2%
FWA
661
FOCUS Wealth Advisors
Texas
$30.8M -$676K -1,286 -2%
AFG
662
Atomi Financial Group
New York
$30.8M +$7.55M +14,362 +34%
RCM
663
Rain Capital Management
Oregon
$30.8M -$360K -685 -1%
PFPT
664
Pinnacle Financial Partners (Tennessee)
Tennessee
$30.7M +$1.43M +2,721 +5%
KWS
665
Keystone Wealth Services
California
$30.7M +$700K +1,331 +2%
Barclays
666
Barclays
United Kingdom
$30.7M -$211M -401,043 -88%
BFP
667
Beacon Financial Planning
Massachusetts
$30.5M -$808K -1,536 -3%
AFG
668
Arkansas Financial Group
Arkansas
$30.5M +$2.11M +4,022 +8%
SFG
669
Somnio Financial Group
Connecticut
$30.5M +$29.3M +55,706 New
BWIA
670
Bryant Woods Investment Advisors
New York
$30.3M -$16.2M -30,829 -30%
CTA
671
Camelot Technology Advisors
California
$30.1M -$30K -57 -0.1%
VCP
672
Verus Capital Partners
Arizona
$30.1M -$2.83M -5,381 -9%
NCM
673
Next Capital Management
New York
$29.9M +$799K +1,519 +3%
BWA
674
Boulder Wealth Advisors
Colorado
$29.8M +$632K +1,201 +2%
SSWM
675
Sheets Smith Wealth Management
North Carolina
$29.7M +$673K +1,280 +2%