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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
726
Fountainhead AM
New Jersey
$21.6M +$1.66M +3,717 +9%
MNBTD
727
Moody National Bank Trust Division
Texas
$21.6M – – –
JF
728
Jump Financial
Illinois
$21.6M +$20.2M +45,231 New
FPCP
729
Fort Point Capital Partners
California
$21.6M +$3.61M +8,059 +22%
AC
730
Asio Capital
Kentucky
$21.6M +$7.97M +17,803 +65%
CAG
731
Csenge Advisory Group
Florida
$21.5M -$1.39M -3,104 -6%
AGC
732
Aspen Grove Capital
Colorado
$21.4M – – –
BHIA
733
Birch Hill Investment Advisors
Massachusetts
$21.4M +$66.2K +148 +0.3%
CIBC Asset Management
734
CIBC Asset Management
Ontario, Canada
$21.3M – – –
PA
735
PFG Advisors
Arizona
$21.3M +$3.9M +8,724 +24%
USCWA
736
U.S. Capital Wealth Advisors
Texas
$21.2M +$3.52M +7,875 +22%
AWM
737
Adams Wealth Management
Utah
$21.2M -$6.3M -14,081 -24%
DWM
738
Drive Wealth Management
Utah
$21M +$5.35M +11,944 +37%
SFA
739
Source Financial Advisors
New York
$21M +$610K +1,362 +3%
IFG
740
Independent Financial Group
California
$20.9M +$4.14M +9,250 +27%
AFC
741
Adaptive Financial Consulting
Ohio
$20.8M -$1.01M -2,262 -5%
VWM
742
Vivid Wealth Management
Iowa
$20.7M +$19.4M +43,410 New
AG
743
AlTi Global
New York
$20.7M +$19.4M +43,329 New
EFM
744
Eley Financial Management
Vermont
$20.7M +$565K +1,262 +3%
OCM
745
One Capital Management
California
$20.7M +$85K +190 +0.4%
VFG
746
Valley Financial Group
Pennsylvania
$20.6M +$19.3M +43,193 New
C
747
Certuity
Florida
$20.6M +$1.86M +4,164 +11%
EWM
748
Evermay Wealth Management
Virginia
$20.5M -$509K -1,138 -3%
WFPG
749
Waller Financial Planning Group
Ohio
$20.4M +$190K +425 +1%
SF
750
Synovus Financial
Georgia
$20.3M -$657K -1,467 -3%