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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
726
TFO Wealth Partners
Ohio
$7.03M -$328K -1,118 -5%
PWM
727
Praetorian Wealth Management
California
$7.03M +$6.67M +22,701 New
WP
728
WealthPLAN Partners
Nebraska
$7M -$52.9K -180 -0.9%
WJWM
729
Williams Jones Wealth Management
New York
$7M -$216K -735 -3%
Calamos Advisors
730
Calamos Advisors
Illinois
$6.99M -$661K -2,251 -9%
PCA
731
Peddock Capital Advisors
Massachusetts
$6.98M +$251K +856 +4%
GRP
732
Global Retirement Partners
California
$6.96M -$256K -872 -4%
LWCFA
733
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.87M -$499K -1,700 -7%
RRC
734
Relaxing Retirement Coach
Massachusetts
$6.78M -$2.3M -7,832 -26%
LIM
735
Leavell Investment Management
Alabama
$6.77M
RWA
736
River Wealth Advisors
Pennsylvania
$6.75M +$2.83M +9,640 +79%
FC
737
Fusion Capital
South Carolina
$6.74M -$93.1K -317 -1%
IC
738
Intersect Capital
California
$6.74M +$129K +441 +2%
FC
739
Fulcrum Capital
Washington
$6.7M -$3.34M -11,370 -34%
PCA
740
Providence Capital Advisors
North Carolina
$6.7M -$908K -3,093 -13%
Lido Advisors
741
Lido Advisors
California
$6.65M +$537K +1,828 +9%
FCA
742
FinTrust Capital Advisors
South Carolina
$6.56M -$287K -977 -4%
HSA
743
HBK Sorce Advisory
Pennsylvania
$6.56M +$1.14M +3,885 +22%
UCMOK
744
United Capital Management of KS
Kansas
$6.54M -$1.12M -3,813 -15%
GL
745
Graypoint LLC
New York
$6.54M +$1.43M +4,862 +30%
CMO
746
Covenant Multifamily Offices
Texas
$6.53M +$454K +1,546 +8%
JWM
747
Jackson Wealth Management
Florida
$6.49M +$1.89M +6,453 +45%
FA
748
Forefront Analytics
Pennsylvania
$6.46M +$1.67M +5,686 +38%
VWM
749
Venturi Wealth Management
Texas
$6.4M -$69.6K -237 -1%
BFEC
750
Benjamin F. Edwards & Company
Missouri
$6.33M +$881 +3 +0%