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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
701
Waller Financial Planning Group
Ohio
$30.8M +$453K +815 +2%
VPP
702
Vertex Planning Partners
Illinois
$30.6M -$168K -303 -0.6%
ZRP
703
Zynergy Retirement Planning
New Jersey
$30.4M +$848K +1,526 +3%
MC
704
Middleton & Co
Massachusetts
$30.3M +$426K +767 +1%
S
705
SignatureFD
Georgia
$30.1M -$59.5K -107 -0.2%
CFP
706
Cascade Financial Partners
California
$30.1M +$131K +236 +0.5%
SP
707
Stairway Partners
Illinois
$30M +$28.9M +52,054 New
ATS
708
Ashton Thomas Securities
New York
$29.9M -$2.43M -4,376 -8%
ICMM
709
Integrated Capital Management (Michigan)
Michigan
$29.9M +$28.8M +51,753 New
AFS
710
Axiom Financial Strategies
Indiana
$29.8M +$12.6M +22,721 +78%
WWA
711
WCG Wealth Advisors
Nevada
$29.8M -$1.06M -1,914 -4%
RFO
712
RiverGlades Family Offices
Florida
$29.7M +$257K +463 +0.9%
CWM
713
Campbell Wealth Management
Virginia
$29.6M +$28.5M +51,310 New
CWP
714
Corepath Wealth Partners
Arizona
$29.5M +$572K +1,029 +2%
AG
715
AlTi Global
New York
$29.4M +$4.62M +8,303 +19%
FNBOH
716
First National Bank of Hutchinson
Kansas
$29.4M -$430K -773 -1%
ERWM
717
Elk River Wealth Management
Colorado
$29.4M +$473K +850 +2%
BA
718
Ballew Advisors
Mississippi
$29.3M -$10.6K -19 -0%
American Century Companies
719
American Century Companies
Missouri
$29.3M -$28.3M -50,899 -50%
CFGF
720
Compass Financial Group (Florida)
Florida
$29.2M +$286K +515 +1%
EWM
721
Evermay Wealth Management
Virginia
$29.1M -$673K -1,211 -2%
SC
722
Scotia Capital
Ontario, Canada
$29.1M +$2.17M +3,909 +8%
IA
723
IFP Advisors
Florida
$29M +$411K +740 +1%
CT
724
Coastline Trust
Rhode Island
$29M -$5.13M -9,230 -15%
GCA
725
Gradient Capital Advisors
California
$28.9M -$8.34K -15 -0%