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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
726
Somnio Financial Group
Connecticut
$40M -$258K -380 -0.6%
AF
727
Apollon Financial
South Carolina
$40M +$435K +641 +1%
American Century Companies
728
American Century Companies
Missouri
$39.9M -$47.1M -69,330 -54%
KFA
729
Kapstone Financial Advisors
Ohio
$39.8M +$916K +1,349 +2%
SP
730
SWS Partners
Ohio
$39.8M +$525K +773 +1%
MMC
731
Mizuho Markets Cayman
Cayman Islands
$39.7M +$39.4M +58,000 New
CNBOF
732
City National Bank of Florida
Florida
$39.7M -$1.14M -1,673 -3%
MFG
733
Mann Financial Group
Minnesota
$39.5M +$113K +167 +0.3%
MFA
734
Mayflower Financial Advisors
Massachusetts
$39.5M +$629K +927 +2%
VFG
735
Valley Financial Group
Pennsylvania
$39.4M +$4.34M +6,388 +13%
AWM
736
Avondale Wealth Management
Texas
$39.2M -$700K -1,031 -2%
BA
737
Bellwether Advisors
Nebraska
$39.2M -$371K -547 -0.9%
LS
738
LCW Services
Virginia
$39.1M +$38.8M +57,124 New
ZRP
739
Zynergy Retirement Planning
New Jersey
$39.1M +$244K +360 +0.6%
FHC
740
First Horizon Corporation
Tennessee
$39.1M -$1.22M -1,802 -3%
PCP
741
Panoramic Capital Partners
Oregon
$39.1M +$175K +257 +0.5%
BTI
742
Blue Trust Inc
Georgia
$39.1M -$1.2M -1,768 -3%
AAMA
743
Advanced Asset Management Advisors
Ohio
$39M
PPW
744
PACK Private Wealth
Minnesota
$38.6M +$394K +580 +1%
VFA
745
Voya Financial Advisors
Connecticut
$38.6M -$4.36M -6,428 -10%
CTA
746
Camelot Technology Advisors
California
$38.5M +$421K +620 +1%
IWM
747
Integris Wealth Management
California
$38.3M -$503K -741 -1%
SSWM
748
Sheets Smith Wealth Management
North Carolina
$38.3M -$345K -508 -0.9%
SG Americas Securities
749
SG Americas Securities
New York
$38.3M +$35.3M +51,929 +1,324%
CCFM
750
Clear Creek Financial Management
Washington
$38.2M -$1.32M -1,940 -3%