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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
751
Moisand Fitzgerald Tamayo
Florida
$11.9M -$379K -950 -3%
PCM
752
Pennsylvania Capital Management
Pennsylvania
$11.9M +$159K +397 +1%
PBO
753
Peoples Bank (Ohio)
Ohio
$11.9M -$287K -718 -2%
SFA
754
Source Financial Advisors
New York
$11.8M +$4.31M +10,792 +49%
AWM
755
Abound Wealth Management
Tennessee
$11.8M +$3.4M +8,510 +35%
FA
756
Fountainhead AM
New Jersey
$11.7M +$8.34M +20,876 +178%
OCM
757
One Capital Management
California
$11.7M -$1.53M -3,828 -11%
DWM
758
Doyle Wealth Management
Florida
$11.6M +$1.46M +3,648 +13%
Retirement Systems of Alabama
759
Retirement Systems of Alabama
Alabama
$11.6M +$8.47M +21,200 +192%
WHG
760
Westwood Holdings Group
Texas
$11.6M -$491K -1,230 -4%
TC
761
TAGStone Capital
North Carolina
$11.5M -$9.18K -23 -0.1%
BRM
762
Boston Research & Management
Massachusetts
$11.5M +$60.7K +152 +0.5%
D
763
Diversified
Delaware
$11.5M +$1.57M +3,931 +14%
SWM
764
Scissortail Wealth Management
Oklahoma
$11.4M +$319K +798 +3%
IDBONY
765
Israel Discount Bank of New York
New York
$11.4M -$102K -256 -0.8%
SFG
766
StrategIQ Financial Group
Indiana
$11.4M +$76.7K +192 +0.6%
CFO
767
CVA Family Office
Colorado
$11.3M -$471K -1,180 -4%
BFM
768
Broadview Financial Management
Wisconsin
$11.3M -$24K -60 -0.2%
FAM
769
Frontier Asset Management
Wyoming
$11.3M -$539K -1,351 -4%
GVAG
770
Great Valley Advisor Group
Delaware
$11.3M -$2.74M -6,860 -18%
PGFC
771
Peapack-Gladstone Financial Corp
New Jersey
$11.3M +$679K +1,700 +6%
ST
772
Sageworth Trust
Pennsylvania
$11.2M -$176K -442 -1%
Axa
773
Axa
France
$11.2M +$1.74M +4,346 +16%
VFPW
774
Vantage Financial Partners (Wisconsin)
Wisconsin
$11.2M -$26.7M -66,976 -68%
DC
775
DeDora Capital
California
$11.1M -$170K -425 -1%