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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
651
Waterway Wealth Management
Texas
$37M +$14.9M +25,317 +62%
OAP
652
One Advisory Partners
Kansas
$37M -$3.66M -6,200 -9%
NWA
653
New World Advisors
Massachusetts
$37M +$18.8M +31,753 +93%
NL
654
NDWM LLC
California
$36.9M -$2.1M -3,551 -5%
DWT
655
Dorsey & Whitney Trust
South Dakota
$36.7M +$426K +721 +1%
Natixis Advisors
656
Natixis Advisors
Massachusetts
$36.7M +$7.48M +12,666 +24%
RCAG
657
Rehmann Capital Advisory Group
Michigan
$36.6M -$507K -859 -1%
WP
658
WealthShield Partners
North Carolina
$36.3M +$3.17M +5,368 +9%
PGA
659
Portland Global Advisors
Maine
$36.3M +$392K +663 +1%
SAM
660
Silvercrest Asset Management
New York
$36.2M +$25.6M +43,434 +207%
TPCW
661
TD Private Client Wealth
New York
$36M +$2.52M +4,268 +7%
HR
662
Howe & Rusling
New York
$36M +$2.64M +4,473 +8%
IWM
663
IHT Wealth Management
Illinois
$35.7M +$257K +436 +0.7%
WC
664
Waterloo Capital
Texas
$35.6M +$4.43M +7,501 +13%
BS
665
Banco Santander
Spain
$35.6M +$16.2M +27,356 +76%
NCM
666
Novare Capital Management
North Carolina
$35.6M +$2.17M +3,668 +6%
WTB
667
Washington Trust Bank
Washington
$35.5M -$243K -412 -0.6%
MFC
668
Morris Financial Concepts
South Carolina
$35.4M +$13.6K +23 +0%
FHC
669
Fort Henry Capital
West Virginia
$35.1M -$739K -1,251 -2%
CQWA
670
Chokshi & Queen Wealth Advisors
California
$35M +$53.7K +91 +0.1%
CAWM
671
Capital Advisors Wealth Management
Washington
$35M +$835K +1,414 +2%
SC
672
SouthState Corp
Florida
$34.7M +$205K +348 +0.6%
AC
673
AMS Capital
Brazil
$34.4M +$36.1M +61,143 New
SFA
674
Salus Financial Advisors
Colorado
$34.3M +$25.4M +43,041 +238%
CPIG
675
Chicago Partners Investment Group
Illinois
$34.2M +$2.22M +3,761 +7%