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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UFA
726
US Financial Advisors
Massachusetts
$32.8M +$810K +1,369 +3%
AWM
727
Avondale Wealth Management
Texas
$32.7M -$1.27M -2,150 -4%
SAM
728
Securian Asset Management
Minnesota
$32.7M
CFP
729
Cypress Financial Planning
New Jersey
$32.6M -$574K -970 -2%
VFPW
730
Vantage Financial Partners (Wisconsin)
Wisconsin
$32.6M +$967K +1,634 +3%
KCM
731
Kanawha Capital Management
Virginia
$32.4M -$281K -474 -0.9%
GAB
732
German American Bancorp
Indiana
$32.3M +$833K +1,407 +3%
DCM
733
Disciplina Capital Management
Tennessee
$31.9M -$24.3K -41 -0.1%
DJYG
734
David J. Yvars Group
Florida
$31.7M +$194K +327 +0.6%
VCP
735
Verus Capital Partners
Arizona
$31.6M -$1.9M -3,210 -6%
SP
736
SWS Partners
Ohio
$31.6M +$3.52M +5,939 +12%
OGF
737
Orin Green Financial
California
$31.5M -$32.2M -54,423 Closed
PFM
738
Patton Fund Management
Texas
$31.5M +$31.7M +53,535 New
PPW
739
PACK Private Wealth
Minnesota
$31.5M -$910K -1,538 -3%
MFS
740
Madrona Financial Services
Washington
$31.3M +$4.28M +7,232 +16%
RA
741
RFG Advisory
Alabama
$31.2M -$1.2M -2,032 -4%
SW
742
Simplicity Wealth
New Jersey
$31.2M -$15.8M -26,649 -33%
BFP
743
Beacon Financial Planning
Massachusetts
$31.2M -$528K -892 -2%
CWA
744
Continuum Wealth Advisors
New York
$31.1M +$1.83M +3,099 +6%
ICMM
745
Integrated Capital Management (Michigan)
Michigan
$31.1M +$605K +1,022 +2%
MC
746
Middleton & Co
Massachusetts
$31M +$20.1K +34 +0.1%
Natixis Advisors
747
Natixis Advisors
Massachusetts
$30.9M +$10.5M +17,794 +51%
AFS
748
Axiom Financial Strategies
Indiana
$30.9M +$498K +842 +2%
LPFG
749
Landing Point Financial Group
Ohio
$30.8M +$30.1M +50,848 New
WWA
750
WCG Wealth Advisors
Nevada
$30.8M +$446K +753 +1%