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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WC
726
Waterloo Capital
Texas
$32.9M +$25.5K +43 +0.1%
UFA
727
US Financial Advisors
Massachusetts
$32.8M +$810K +1,369 +3%
AWM
728
Avondale Wealth Management
Texas
$32.7M -$1.27M -2,150 -4%
SAM
729
Securian Asset Management
Minnesota
$32.7M – – –
CFP
730
Cypress Financial Planning
New Jersey
$32.6M -$574K -970 -2%
VFPW
731
Vantage Financial Partners (Wisconsin)
Wisconsin
$32.6M +$967K +1,634 +3%
KCM
732
Kanawha Capital Management
Virginia
$32.4M -$281K -474 -0.9%
GAB
733
German American Bancorp
Indiana
$32.3M +$833K +1,407 +3%
DCM
734
Disciplina Capital Management
Tennessee
$31.9M -$24.3K -41 -0.1%
DJYG
735
David J. Yvars Group
Florida
$31.7M +$194K +327 +0.6%
VCP
736
Verus Capital Partners
Arizona
$31.6M -$1.9M -3,210 -6%
SP
737
SWS Partners
Ohio
$31.6M +$3.52M +5,939 +12%
OGF
738
Orin Green Financial
California
$31.5M -$32.2M -54,423 Closed
PFM
739
Patton Fund Management
Texas
$31.5M +$31.7M +53,535 New
PPW
740
PACK Private Wealth
Minnesota
$31.5M -$910K -1,538 -3%
MFS
741
Madrona Financial Services
Washington
$31.3M +$4.28M +7,232 +16%
RA
742
RFG Advisory
Alabama
$31.2M -$1.2M -2,032 -4%
SW
743
Simplicity Wealth
New Jersey
$31.2M -$15.8M -26,649 -33%
BFP
744
Beacon Financial Planning
Massachusetts
$31.2M -$528K -892 -2%
CWA
745
Continuum Wealth Advisors
New York
$31.1M +$1.83M +3,099 +6%
ICMM
746
Integrated Capital Management (Michigan)
Michigan
$31.1M +$605K +1,022 +2%
MC
747
Middleton & Co
Massachusetts
$31M +$20.1K +34 +0.1%
Natixis Advisors
748
Natixis Advisors
Massachusetts
$30.9M +$10.5M +17,794 +51%
AFS
749
Axiom Financial Strategies
Indiana
$30.9M +$498K +842 +2%
LPFG
750
Landing Point Financial Group
Ohio
$30.8M +$30.1M +50,848 New