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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
801
Measured Wealth Private Client Group
New Hampshire
$5.51M -$596K -1,925 -10%
F
802
F3Logic
Minnesota
$5.5M +$362K +1,169 +7%
AWE
803
Avidian Wealth Enterprises
Texas
$5.48M +$1.62M +5,223 +45%
HIM
804
Hanlon Investment Management
New Jersey
$5.48M +$2.53M +8,182 +93%
PWAP
805
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.42M +$74K +239 +1%
WP
806
WealthSource Partners
California
$5.41M +$1.24M +3,992 +31%
DL
807
DOHJ LLC
Washington
$5.41M +$5.18M +16,738 New
CRC
808
Curi RMB Capital
Illinois
$5.37M +$28.5K +92 +0.6%
PCA
809
Personal Capital Advisors
California
$5.37M +$2.44M +7,892 +91%
PO
810
Private Ocean
California
$5.36M -$135K -437 -3%
WAP
811
Wealthcare Advisory Partners
Pennsylvania
$5.32M -$1.06M -3,424 -17%
SWPG
812
Strategic Wealth Partners Group
Illinois
$5.32M +$1.46M +4,726 +40%
SB
813
Simmons Bank
Arkansas
$5.29M -$37.1K -120 -0.7%
MWC
814
MBM Wealth Consultants
Missouri
$5.28M -$304K -982 -6%
WFMPM
815
Woodley Farra Manion Portfolio Management
Indiana
$5.28M +$5.06M +16,345 New
SEI Investments
816
SEI Investments
Pennsylvania
$5.28M -$4.98M -16,076 -50%
FPCP
817
Fort Point Capital Partners
California
$5.26M -$131K -424 -3%
FFS
818
Founders Financial Securities
Maryland
$5.24M +$449K +1,451 +10%
BWM
819
BerganKDV Wealth Management
Minnesota
$5.21M +$26K +84 +0.5%
C
820
Clearshares
New York
$5.21M
NC
821
NovaPoint Capital
Georgia
$5.16M +$4.94M +15,975 New
MCM
822
Mitchell Capital Management
Kansas
$5.14M +$520K +1,679 +12%
HI
823
Horizon Investments
North Carolina
$5.14M -$90.9M -293,749 -95%
DC
824
Davenport & Co
Virginia
$5.11M +$117K +378 +2%
CC
825
Chicago Capital
Illinois
$5.1M