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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
751
First Foundation Advisors
California
$1.08M +$10.1K +42 +1%
DWM
752
Darwin Wealth Management
Florida
$1.08M +$1.07M +4,434 New
BCMO
753
Buckingham Capital Management (Ohio)
Ohio
$1.05M -$175K -725 -14%
PFGIA
754
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M +$98.9K +410 +10%
EK
755
Evensky & Katz
Florida
$1.05M -$14K -58 -1%
SI
756
Stephens Inc
Arkansas
$1.05M -$90.2K -374 -8%
WHG
757
Westwood Holdings Group
Texas
$1.05M +$1.04M +4,297 New
SBH
758
Segall Bryant & Hamill
Illinois
$1.04M +$157K +652 +18%
HWM
759
Highwater Wealth Management
Colorado
$1.04M -$107K -445 -9%
CGA
760
Crescent Grove Advisors
Illinois
$1.03M +$1.02M +4,243 New
CCT
761
Country Club Trust
Missouri
$1.03M +$304K +1,260 +42%
Koshinski Asset Management
762
Koshinski Asset Management
Illinois
$1.02M -$6.03K -25 -0.6%
FCAG
763
First Capital Advisors Group
New Jersey
$1.02M +$1.01M +4,186 New
SAM
764
Summit Asset Management
Tennessee
$1.01M
TNBTD
765
Trustmark National Bank Trust Department
Mississippi
$1.01M +$41.7K +173 +4%
W
766
Wealthfront
California
$1.01M -$224K -930 -18%
SNT
767
Security National Trust
West Virginia
$1M
FPCG
768
Fort Pitt Capital Group
Pennsylvania
$1M +$116K +481 +13%
IAA
769
Ironsides Asset Advisors
North Carolina
$998K
CAM
770
Close Asset Management
United Kingdom
$993K
CIAS
771
Capital Investment Advisory Services
North Carolina
$993K +$354K +1,468 +56%
FWM
772
Focused Wealth Management
New York
$980K -$27.8K -115 -3%
RA
773
RFG Advisory
Alabama
$979K +$243K +1,006 +33%
CWM
774
Connecticut Wealth Management
Connecticut
$972K -$49K -203 -5%
PHS
775
Pekin Hardy Strauss
Illinois
$959K