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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
676
LWS Wealth Advisors
New Jersey
$20.3M -$1.1M -2,455 -5%
WCM
677
WealthBridge Capital Management
Ohio
$20.2M +$413K +924 +2%
ACA
678
Affinity Capital Advisors
California
$20M +$20.6M +46,085 +9,090%
SFMG
679
Sage Financial Management Group
Virginia
$20M +$20.8M +46,537 New
RWA
680
River Wealth Advisors
Pennsylvania
$19.8M -$529K -1,183 -2%
Bank Julius Baer & Co
681
Bank Julius Baer & Co
Switzerland
$19.8M -$3.23M -7,227 -14%
LCOV
682
London Company of Virginia
Virginia
$19.8M +$4.42M +9,881 +27%
HR
683
Howe & Rusling
New York
$19.7M -$195K -435 -0.9%
AFC
684
Adaptive Financial Consulting
Ohio
$19.7M +$588K +1,314 +3%
TC
685
Trilogy Capital
California
$19.7M +$203K +454 +1%
FA
686
Fermata Advisors
California
$19.7M +$20M +44,749 +4,319%
PFS
687
Prospera Financial Services
Texas
$19.6M +$9.66M +21,596 +90%
SC
688
SouthState Corp
Florida
$19.6M +$44.3K +99 +0.2%
CL
689
Choreo LLC
Illinois
$19.6M -$1.25M -2,787 -6%
SAM
690
Secure Asset Management
Michigan
$19.4M -$20.9M -46,677 -51%
MNBTD
691
Moody National Bank Trust Division
Texas
$19.4M
AGC
692
Aspen Grove Capital
Colorado
$19.3M
National Bank of Canada
693
National Bank of Canada
Quebec, Canada
$19.3M +$273K +611 +1%
CIBC Asset Management
694
CIBC Asset Management
Ontario, Canada
$19.2M +$208K +464 +1%
BHIA
695
Birch Hill Investment Advisors
Massachusetts
$19.1M +$121K +270 +0.6%
HAS
696
Holland Advisory Services
Florida
$19.1M -$175K -392 -0.9%
EWM
697
Evermay Wealth Management
Virginia
$19M +$229K +511 +1%
FCI
698
Financial Counselors Inc
Kansas
$18.9M +$677K +1,514 +4%
CA
699
CoreCap Advisors
Michigan
$18.9M -$5.95M -13,312 -23%
SF
700
Synovus Financial
Georgia
$18.9M -$13K -29 -0.1%