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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWPC
776
Legacy Wealth Partners (California)
California
$5.66M +$1.42M +4,829 +36%
BWP
777
Baldwin Wealth Partners
Massachusetts
$5.66M -$61.7K -210 -1%
AA
778
Argent Advisors
Louisiana
$5.65M -$949K -3,231 -15%
WWM
779
WJ Wealth Management
Arizona
$5.62M +$2.14M +7,287 +67%
CCM
780
Canal Capital Management
Virginia
$5.6M -$711K -2,420 -12%
HT
781
Heritage Trust
Oklahoma
$5.6M -$593K -2,019 -10%
WAOI
782
Wealth Advisors of Iowa
Iowa
$5.57M +$1.49M +5,070 +39%
IC
783
InterOcean Capital
Illinois
$5.55M +$432K +1,470 +9%
BPC
784
Banque Pictet & Cie
Switzerland
$5.55M -$421K -1,434 -7%
AF
785
AtlasMark Financial
Texas
$5.54M +$355K +1,208 +7%
PWAP
786
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.51M +$107K +364 +2%
VA
787
Valmark Advisers
Ohio
$5.51M -$292K -994 -5%
MWM
788
Mattern Wealth Management
Kansas
$5.5M -$254K -865 -5%
SAM
789
Silvercrest Asset Management
New York
$5.5M -$30.2K -103 -0.6%
GLA
790
Good Life Advisors
Pennsylvania
$5.45M -$13.3M -45,416 -72%
State Street
791
State Street
Massachusetts
$5.4M -$2.7M -9,195 -35%
SC
792
Sepio Capital
Utah
$5.38M +$5.1M +17,379 New
AFS
793
Axiom Financial Strategies
Indiana
$5.38M -$2.61M -8,898 -34%
SMG
794
Smart Money Group
Texas
$5.37M +$1.71M +5,829 +51%
CFG
795
Cooper Financial Group
California
$5.36M +$543K +1,848 +12%
JIP
796
Jaffetilchin Investment Partners
Florida
$5.36M +$1.03M +3,502 +25%
FHA
797
Flagship Harbor Advisors
Massachusetts
$5.32M +$1.32M +4,510 +36%
JFA
798
JNBA Financial Advisors
Minnesota
$5.3M -$3.55M -12,104 -41%
BWM
799
BerganKDV Wealth Management
Minnesota
$5.3M +$145K +493 +3%
PFS
800
Prospera Financial Services
Texas
$5.26M -$66.4K -226 -1%