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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWA
776
WCG Wealth Advisors
Nevada
$19.1M -$5.26M -11,762 -23%
HWA
777
Hilltop Wealth Advisors
North Carolina
$19M +$337K +752 +2%
WC
778
Waterloo Capital
Texas
$19M -$1.22M -2,734 -6%
GVAG
779
Great Valley Advisor Group
Delaware
$19M +$1.17M +2,604 +7%
MFG
780
Monumental Financial Group
Maryland
$19M +$1.2M +2,672 +7%
APW
781
Acima Private Wealth
Virginia
$19M +$2.06M +4,596 +13%
DCM
782
Dimension Capital Management
Florida
$18.9M -$1.71M -3,830 -9%
SIA
783
Soltis Investment Advisors
Utah
$18.8M -$46.5K -104 -0.3%
MTWSIF
784
Mivtachim The Workers Social Insurance Fund
Israel
$18.7M – – –
NAG
785
Northstar Advisory Group
New Jersey
$18.7M +$5.2M +11,613 +42%
MCCA
786
Mill Creek Capital Advisors
Pennsylvania
$18.6M -$1.29M -2,876 -7%
BJL
787
Brighton Jones LLC
Washington
$18.6M +$2.35M +5,260 +16%
PWP
788
PrairieView Wealth Partners
Illinois
$18.6M +$17.4M +38,935 New
MA
789
Marquette Associates
Illinois
$18.5M +$14.4M +32,168 New
NRW
790
Nova R Wealth
Kansas
$18.5M -$175K -391 -1%
MWS
791
Maxwell Wealth Strategies
California
$18.4M +$17.3M +38,554 New
ML
792
McAdam LLC
Pennsylvania
$18.4M +$440K +984 +3%
HI
793
Human Investing
Oregon
$18.4M -$514K -1,149 -3%
PWMAG
794
Pinnacle Wealth Management Advisory Group
New Jersey
$18.3M +$520K +1,162 +3%
EPM
795
Elm Partners Management
Pennsylvania
$18.2M -$2.4M -5,365 -12%
WPW
796
Waldron Private Wealth
Pennsylvania
$18.2M -$1.59M -3,551 -9%
VWA
797
VERITY Wealth Advisors
United States
$18.2M -$69.4K -155 -0.4%
BFG
798
Beacon Financial Group
Texas
$18M +$9.84M +21,983 +139%
VFPW
799
Vantage Financial Partners (Wisconsin)
Wisconsin
$18M +$5.24M +11,715 +45%
KFA
800
Kapstone Financial Advisors
Ohio
$18M +$705K +1,575 +4%