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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRM
751
Boston Research & Management
Massachusetts
$14.1M -$872K -2,176 -6%
EFM
752
Eley Financial Management
Vermont
$14M +$2.41K +6 +0%
EP
753
Edgestream Partners
New Jersey
$14M +$4M +9,971 +41%
FPCP
754
Fort Point Capital Partners
California
$14M +$1.94M +4,851 +17%
KFA
755
Kapstone Financial Advisors
Ohio
$13.9M +$379K +946 +3%
HI
756
Harbour Investments
Wisconsin
$13.8M +$965K +2,406 +8%
SFG
757
Snider Financial Group
Washington
$13.8M -$516K -1,286 -4%
MFG
758
Monumental Financial Group
Maryland
$13.8M +$50.9K +127 +0.4%
VHAM
759
Van Hulzen Asset Management
California
$13.8M +$5.16M +12,860 +62%
FAM
760
Frontier Asset Management
Wyoming
$13.8M -$2.24M -5,577 -14%
NFG
761
Nadler Financial Group
Illinois
$13.7M +$320K +797 +2%
AWM
762
Abound Wealth Management
Tennessee
$13.7M -$79.4K -198 -0.6%
ST
763
Sageworth Trust
Pennsylvania
$13.6M -$234K -583 -2%
PWMAG
764
Pinnacle Wealth Management Advisory Group
New Jersey
$13.6M +$982K +2,450 +8%
State Street
765
State Street
Massachusetts
$13.6M +$5.39M +13,440 +68%
CWM
766
Centurion Wealth Management
Virginia
$13.5M +$454K +1,133 +4%
FM
767
Freemont Management
Switzerland
$13.5M
RWG
768
Regal Wealth Group
California
$13.5M -$107K -266 -0.8%
EW
769
Element Wealth
Mississippi
$13.4M +$524K +1,306 +4%
AL
770
ADE LLC
Maryland
$13.4M +$808K +2,016 +7%
SIM
771
Stratos Investment Management
Ohio
$13.4M +$227K +565 +2%
MFT
772
Moisand Fitzgerald Tamayo
Florida
$13.4M +$57.3K +143 +0.4%
IA
773
IFS Advisors
Kansas
$13.4M -$739K -1,844 -5%
EL
774
EQ LLC
Washington
$13.4M +$314K +783 +2%
WWM
775
Western Wealth Management
Colorado
$13.4M -$407K -1,015 -3%