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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GW
701
GW & Wade
Massachusetts
$5.42M +$102K +352 +2%
BRWM
702
B. Riley Wealth Management
Tennessee
$5.35M -$336K -1,158 -6%
PWAP
703
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.29M +$769K +2,655 +17%
PCG
704
Private Capital Group
Connecticut
$5.24M -$327K -1,127 -6%
PFS
705
Prospera Financial Services
Texas
$5.22M -$305K -1,051 -6%
HCM
706
Hollencrest Capital Management
California
$5.22M -$131K -452 -2%
FFM
707
Fullerton Fund Management
Singapore
$5.18M
FC
708
Ferris Capital
Massachusetts
$5.17M +$363K +1,253 +8%
TVAMP
709
Tennessee Valley Asset Management Partners
Tennessee
$5.14M +$829K +2,862 +20%
LWM
710
Liberty Wealth Management
California
$5.13M +$875K +3,019 +21%
C
711
Clearshares
New York
$5.13M
CTA
712
Chesley Taft & Associates
Illinois
$5.12M +$2.03M +7,021 +68%
BWCS
713
Beirne Wealth Consulting Services
Connecticut
$5.08M +$2.75M +9,495 +123%
CCFM
714
Clear Creek Financial Management
Washington
$5.07M +$4.99M +17,213 New
BA
715
Ballew Advisors
Mississippi
$5.01M +$203K +702 +4%
PAM
716
Peak Asset Management
Colorado
$4.99M -$90.7K -313 -2%
CA
717
Continuum Advisory
Idaho
$4.99M -$1.31M -4,510 -21%
CA
718
Calton & Associates
Florida
$4.91M +$1.7M +5,866 +54%
PO
719
Private Ocean
California
$4.91M -$1.22M -4,218 -20%
BAM
720
Baldrige Asset Management
Pennsylvania
$4.9M -$81.7K -282 -2%
CRC
721
Curi RMB Capital
Illinois
$4.89M -$1.02M -3,524 -18%
TPWA
722
TRUE Private Wealth Advisors
Oregon
$4.87M +$1.92M +6,622 +67%
Capital Fund Management (CFM)
723
Capital Fund Management (CFM)
France
$4.84M -$174K -600 -4%
MWC
724
MBM Wealth Consultants
Missouri
$4.81M +$207K +715 +5%
BWM
725
BerganKDV Wealth Management
Minnesota
$4.79M -$416K -1,435 -8%