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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
776
DeDora Capital
California
$11.1M -$170K -425 -1%
AL
777
ADE LLC
Maryland
$11M +$569K +1,425 +5%
WFA
778
Wellspring Financial Advisors
Ohio
$11M +$14.8K +37 +0.1%
SSW
779
Smith Shellnut Wilson
Mississippi
$10.9M -$314K -786 -3%
VWM
780
Venturi Wealth Management
Texas
$10.9M +$690K +1,727 +6%
LA
781
Latitude Advisors
Florida
$10.9M +$5.75M +14,410 +91%
HIC
782
Hartline Investment Corp
Illinois
$10.9M +$12.1M +30,302 New
WIM
783
WealthPlan Investment Management
Nebraska
$10.8M +$10.9M +27,415 New
SCA
784
Southern Capital Advisors
Tennessee
$10.8M +$872K +2,185 +8%
WDG
785
Wealth Dimensions Group
Ohio
$10.8M +$684K +1,712 +6%
CWC
786
Carolinas Wealth Consulting
North Carolina
$10.8M -$230K -575 -2%
IFAM
787
Institutional & Family Asset Management
Colorado
$10.8M -$1.57M -3,930 -12%
EW
788
Element Wealth
Mississippi
$10.7M +$272K +681 +2%
PFS
789
Prospera Financial Services
Texas
$10.7M +$3.76M +9,426 +46%
TNB
790
Thomasville National Bank
Georgia
$10.7M +$874K +2,189 +8%
IWMWV
791
Ironwood Wealth Management (West Virginia)
West Virginia
$10.7M +$34.7K +87 +0.3%
CBFP
792
Cedar Brook Financial Partners
Ohio
$10.6M +$303K +759 +3%
BFS
793
Bradley Foster & Sargent
Connecticut
$10.6M +$1.19M +2,977 +11%
EPM
794
Elm Partners Management
Pennsylvania
$10.6M -$4.36M -10,931 -27%
AMG
795
Asset Management Group
Connecticut
$10.5M +$365K +914 +3%
RF
796
Resolute Financial
Massachusetts
$10.5M -$217K -544 -2%
PWMAG
797
Pinnacle Wealth Management Advisory Group
New Jersey
$10.5M +$868K +2,174 +8%
GAM
798
Gould Asset Management
California
$10.5M +$222K +555 +2%
AWM
799
Avaii Wealth Management
Wisconsin
$10.4M -$2.05M -5,131 -15%
BWS
800
Buck Wealth Strategies
Colorado
$10.4M +$9.67M +24,229 New