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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAS
801
Lloyd Advisory Services
Georgia
$5.26M -$640K -2,179 -11%
CC
802
Copperleaf Capital
North Carolina
$5.18M -$1.07M -3,634 -18%
CCP
803
Corient Capital Partners
California
$5.16M -$91.3K -311 -2%
GWMIA
804
Global Wealth Management Investment Advisory
Florida
$5.11M -$878K -2,991 -15%
KC
805
Kingfisher Capital
North Carolina
$5.08M +$1.93M +6,574 +67%
BAM
806
Baldrige Asset Management
Pennsylvania
$5.07M +$5.29K +18 +0.1%
SB
807
Simmons Bank
Arkansas
$5.06M
OCM
808
One Capital Management
California
$5.04M +$1.86M +6,344 +64%
RWA
809
Redhawk Wealth Advisors
Minnesota
$5.03M +$3.78M +12,877 +384%
RIM
810
Rockbridge Investment Management
New York
$5M +$4.74M +16,157 New
AFP
811
Ausdal Financial Partners
Iowa
$5M -$9.4K -32 -0.2%
TPWA
812
TRUE Private Wealth Advisors
Oregon
$4.97M -$1.96M -6,677 -29%
BWA
813
BlueSky Wealth Advisors
North Carolina
$4.97M -$137K -467 -3%
MI
814
Moneywise Inc
Virginia
$4.96M +$114K +388 +2%
GFS
815
GYL Financial Synergies
Connecticut
$4.96M -$3.68M -12,524 -44%
PAG
816
Private Advisory Group
Washington
$4.95M -$450K -1,534 -9%
ACM
817
Armbruster Capital Management
New York
$4.92M -$348K -1,186 -7%
LWAC
818
Laurel Wealth Advisors (California)
California
$4.91M -$280K -953 -6%
MWPCG
819
Measured Wealth Private Client Group
New Hampshire
$4.91M -$137K -468 -3%
WAP
820
Wealthcare Advisory Partners
Pennsylvania
$4.88M +$277K +944 +6%
MBT
821
Montecito Bank & Trust
California
$4.86M +$706K +2,406 +18%
BCWM
822
Bartlett & Co Wealth Management
Ohio
$4.82M +$95.7K +326 +2%
BC
823
Bartlett & Co
Ohio
$4.82M +$95.7K +326 +2%
FA
824
FCG Advisors
New Jersey
$4.82M -$3.98M -13,550 -47%
Jones Financial Companies
825
Jones Financial Companies
Missouri
$4.8M -$52.3K -178 -1%