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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WQ
651
Wealth Quarterback
New Jersey
$34.1M -$1.71M -3,076 -5%
AF
652
Advisornet Financial
Minnesota
$34.1M +$7.46M +13,419 +29%
SFG
653
Snider Financial Group
Washington
$34.1M -$528K -950 -2%
DWM
654
Drive Wealth Management
Utah
$33.9M +$241K +433 +0.7%
PFS
655
Prospera Financial Services
Texas
$33.9M -$974K -1,752 -3%
NCM
656
Novare Capital Management
North Carolina
$33.9M -$618K -1,112 -2%
HR
657
Howe & Rusling
New York
$33.9M +$292K +525 +0.9%
BIAS
658
Beacon Investment Advisory Services
New Jersey
$33.7M +$181K +325 +0.6%
BHB
659
Bank Hapoalim BM
Israel
$33.5M +$32.3M +58,100 New
EWA
660
Exencial Wealth Advisors
Oklahoma
$33.4M -$664K -1,195 -2%
AWM
661
Avondale Wealth Management
Texas
$33.3M +$301K +541 +0.9%
WCM
662
Windsor Capital Management
Arizona
$33.3M +$94.5K +170 +0.3%
CFFNO
663
Common Fund For Nonprofit Organizations
Connecticut
$33.2M +$32M +57,633 New
WCM
664
WealthBridge Capital Management
Ohio
$33.1M +$2.66M +4,782 +9%
LF
665
Lantz Financial
Illinois
$33M -$103K -186 -0.3%
HF
666
Halpern Financial
Virginia
$33M -$1.74M -3,134 -5%
UOWF
667
University of Wisconsin Foundation
Wisconsin
$32.9M +$408K +733 +1%
NCM
668
Next Capital Management
New York
$32.9M +$1.3M +2,340 +4%
JWM
669
JGP Wealth Management
Oregon
$32.9M +$5.02M +9,023 +19%
VCP
670
Verus Capital Partners
Arizona
$32.9M +$1.03M +1,858 +3%
MSA
671
McAlister Sweet & Associates
Texas
$32.8M -$12.2M -21,918 -28%
VA
672
Valmark Advisers
Ohio
$32.8M -$1.8M -3,229 -5%
KWS
673
Keystone Wealth Services
California
$32.7M +$287K +517 +0.9%
AFG
674
Arkansas Financial Group
Arkansas
$32.6M +$455K +819 +1%
BFS
675
Bare Financial Services
Pennsylvania
$32.5M +$6.08M +10,935 +24%