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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
701
RFG Advisory
Alabama
$18.3M -$945K -2,050 -5%
PPWM
702
PFG Private Wealth Management
Florida
$18.2M -$1.74M -3,767 -9%
SWM
703
SigFig Wealth Management
California
$18.2M +$6.12M +13,273 +34%
TPCW
704
TD Private Client Wealth
New York
$18.2M -$270K -586 -2%
HC
705
Hoese & Co
Minnesota
$18.2M -$92.2K -200 -0.5%
NB
706
Northwest Bancshares
Pennsylvania
$18.1M -$415K -901 -2%
SC
707
Savant Capital
Illinois
$18M -$30K -65 -0.2%
GVAG
708
Great Valley Advisor Group
Delaware
$18M -$967K -2,098 -5%
SF
709
Synovus Financial
Georgia
$18M +$1.2M +2,595 +7%
MFT
710
Moisand Fitzgerald Tamayo
Florida
$17.9M -$1.32M -2,874 -7%
MWP
711
Moller Wealth Partners
$17.9M -$467K -1,013 -3%
CFO
712
CVA Family Office
Colorado
$17.8M +$2.3M +4,986 +15%
IWMWV
713
Ironwood Wealth Management (West Virginia)
West Virginia
$17.7M -$31.8K -69 -0.2%
UWPG
714
Ullmann Wealth Partners Group
Florida
$17.7M +$1.09M +2,358 +7%
AAS
715
Annex Advisory Services
Wisconsin
$17.7M -$404K -877 -2%
CAWM
716
Capital Advisors Wealth Management
Washington
$17.6M +$521K +1,131 +3%
CAG
717
Crestwood Advisors Group
Massachusetts
$17.6M +$1.61M +3,491 +10%
IDBONY
718
Israel Discount Bank of New York
New York
$17.5M +$1.04M +2,260 +7%
Janus Henderson Group
719
Janus Henderson Group
$17.5M -$2.96M -6,432 -15%
WWM
720
Western Wealth Management
Colorado
$17.5M +$16.9M +36,663 New
BJL
721
Brighton Jones LLC
Washington
$17.5M +$269K +583 +2%
BWP
722
Bernardo Wealth Planning
Pennsylvania
$17.4M -$41.5K -90 -0.2%
FAM
723
Frontier Asset Management
Wyoming
$17.3M +$16.8M +36,367 New
EWM
724
EPG Wealth Management
Georgia
$17.3M +$624K +1,355 +4%
BWIA
725
Bryant Woods Investment Advisors
New York
$17.3M +$16.7M +36,330 New