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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MTC
776
Matrix Trust Company
Colorado
$25.4M +$24M +43,233 +5,858%
FA
777
Fountainhead AM
New Jersey
$25.2M -$183K -329 -0.7%
AWM
778
Avaii Wealth Management
Wisconsin
$25.2M +$1.99M +3,571 +9%
SC
779
Syon Capital
California
$25.1M -$1.35M -2,427 -5%
WAP
780
Wealthcare Advisory Partners
Pennsylvania
$25.1M -$292K -525 -1%
GF
781
Gimbal Financial
Indiana
$24.9M +$436K +784 +2%
FFO
782
Fortitude Family Office
Arizona
$24.9M +$1.05M +1,889 +5%
PPG
783
Peak Planning Group
Colorado
$24.9M +$2.66M +4,776 +12%
PIAS
784
PCA Investment Advisory Services
Ohio
$24.9M +$876K +1,575 +4%
BHWM
785
Bay Harbor Wealth Management
Maryland
$24.8M -$2.9M -5,211 -11%
VFG
786
Valley Financial Group
Pennsylvania
$24.8M +$80.6K +145 +0.3%
C
787
Certuity
Florida
$24.8M -$24.7M -44,464 -51%
TIAAOA
788
Teachers Insurance & Annuity Association of America
New York
$24.7M +$23.8M +42,777 New
KFA
789
Kapstone Financial Advisors
Ohio
$24.7M +$1.04M +1,867 +5%
CAM
790
Cobblestone Asset Management
Virginia
$24.6M -$3.33M -5,985 -12%
CFS
791
Commonwealth Financial Services
West Virginia
$24.6M -$5.29M -9,514 -18%
IWP
792
IAG Wealth Partners
Wisconsin
$24.5M -$567K -1,020 -2%
AWA
793
Adapt Wealth Advisors
Georgia
$24.5M +$1.31M +2,362 +6%
ABWM
794
Alpine Bank Wealth Management
Colorado
$24.5M +$23.6M +42,498 New
LA
795
Legacy Advisors
Pennsylvania
$24.5M -$8.9K -16 -0%
T. Rowe Price Associates
796
T. Rowe Price Associates
Maryland
$24.5M +$6.44M +11,582 +38%
DW
797
Durante & Waters
New York
$24.3M +$1.26M +2,270 +6%
MWS
798
Maxwell Wealth Strategies
California
$24.2M +$3.51M +6,321 +18%
KWM
799
Kingsview Wealth Management
Oregon
$24.1M +$1.05M +1,893 +5%
RWIA
800
Roger Wittlin Investment Advisory
California
$24.1M +$869K +1,563 +4%