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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
776
Pinnacle Wealth Management Advisory Group
New Jersey
$34.4M +$1.27M +1,859 +4%
CFP
777
Cypress Financial Planning
New Jersey
$34.3M +$1.04M +1,524 +3%
SWA
778
SFMG Wealth Advisors
Texas
$34.3M -$315K -461 -0.9%
KCM
779
Kanawha Capital Management
Virginia
$34.2M -$363K -531 -1%
EWS
780
Evergreen Wealth Solutions
Pennsylvania
$34.2M +$30.4M +44,482 +565%
BWA
781
Boulder Wealth Advisors
Colorado
$34.2M -$11.9M -17,465 -25%
CGPCS
782
Capital Group Private Client Services
California
$34.1M +$19.6M +28,769 +123%
CFO
783
Cambient Family Office
Michigan
$34.1M +$953K +1,395 +3%
SA
784
Sonoma Allocations
California
$34.1M -$2.16M -3,169 -6%
BRWA
785
B. Riley Wealth Advisors
Florida
$34.1M -$4.61M -6,754 -11%
AFW
786
Atlantic Family Wealth
Florida
$34M +$665K +974 +2%
NA
787
Nottingham Advisors
New York
$34M +$2.78M +4,069 +8%
VAS
788
Vestmark Advisory Solutions
Massachusetts
$33.8M +$9.31M +13,641 +36%
VFP
789
Verus Financial Partners
Virginia
$33.7M +$6.15K +9 +0%
OAP
790
One Advisory Partners
Kansas
$33.6M +$8.02M +11,740 +30%
ICMM
791
Integrated Capital Management (Michigan)
Michigan
$33.5M +$182K +267 +0.5%
ALA
792
Atlas Legacy Advisors
California
$33.5M -$1.69M -2,471 -5%
CTA
793
Camelot Technology Advisors
California
$33.4M -$3.43M -5,024 -9%
RFO
794
RiverGlades Family Offices
Florida
$33.4M +$34.9M +51,172 New
TIAA Trust, National Association
795
TIAA Trust, National Association
North Carolina
$33.1M -$371M -542,931 -91%
HWA
796
HCR Wealth Advisors
California
$33.1M -$249K -365 -0.7%
SC
797
Syon Capital
California
$33M -$459K -672 -1%
BJL
798
Brighton Jones LLC
Washington
$32.9M +$34.4M +50,309 New
OIS
799
Okabena Investment Services
Minnesota
$32.7M +$1.23M +1,803 +4%
HCM
800
Hengehold Capital Management
Ohio
$32.7M +$8.26M +12,093 +32%