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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
751
Somnio Financial Group
Connecticut
$44.2M -$120K -165 -0.3%
AF
752
Apollon Financial
South Carolina
$44M +$4.37K +6 +0%
BA
753
Bellwether Advisors
Nebraska
$44M +$1.25M +1,721 +3%
American Century Companies
754
American Century Companies
Missouri
$44M -$8.49M -11,664 -17%
GI
755
Gradient Investments
Minnesota
$44M +$1.81M +2,486 +4%
ACM
756
Aurdan Capital Management
Pennsylvania
$43.1M +$2.3M +3,162 +6%
PPW
757
PACK Private Wealth
Minnesota
$43.1M -$520K -714 -1%
CFO
758
Cambient Family Office
Michigan
$43M +$3.84M +5,273 +10%
EW
759
Enzi Wealth
Texas
$43M +$542K +744 +1%
FSA
760
Financial Services Advisory
Maryland
$42.8M +$20.8M +28,552 +100%
NPF
761
Norris Perne & French
Michigan
$42.8M -$911K -1,251 -2%
AAMA
762
Advanced Asset Management Advisors
Ohio
$42.7M – – –
NW
763
NewEdge Wealth
Pennsylvania
$42.7M +$864K +1,187 +2%
SSWM
764
Sheets Smith Wealth Management
North Carolina
$42.6M +$159K +219 +0.4%
MFA
765
Mayflower Financial Advisors
Massachusetts
$42.5M -$409K -561 -1%
LF
766
Lantz Financial
Illinois
$42.4M +$7.01M +9,630 +21%
HCM
767
Hengehold Capital Management
Ohio
$42.3M +$4.71M +6,470 +13%
AM
768
Atwater Malick
Pennsylvania
$42M +$1.02M +1,405 +3%
CA
769
CoreCap Advisors
Michigan
$42M +$5.66M +7,775 +16%
VA
770
VestGen Advisors
Illinois
$42M +$978K +1,343 +2%
MWA
771
Monograph Wealth Advisors
California
$42M +$874K +1,200 +2%
AIM
772
Advyzon Investment Management
Illinois
$41.9M +$7.23M +9,926 +22%
SC
773
Syon Capital
California
$41.9M +$4M +5,490 +11%
NIWA
774
New Insight Wealth Advisors
California
$41.8M -$837K -1,149 -2%
Two Sigma Investments
775
Two Sigma Investments
New York
$41.8M -$263M -360,480 -87%