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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
801
Lutz Financial Services
Nebraska
$12.8M +$328K +733 +3%
FA
802
Fermata Advisors
California
$12.8M +$1.33M +2,980 +12%
OWA
803
Outlook Wealth Advisors
Texas
$12.8M +$212K +473 +2%
PFG
804
Pacific Financial Group
Washington
$12.7M +$876K +1,958 +7%
EFSCE
805
Enterprise Financial Services Corp (EFSC)
Missouri
$12.7M -$122K -272 -1%
FC
806
Fulcrum Capital
Washington
$12.6M -$1.63M -3,654 -12%
VWM
807
Venturi Wealth Management
Texas
$12.4M +$4.22M +9,439 +53%
TNB
808
Thomasville National Bank
Georgia
$12.4M +$15.7K +35 +0.1%
SCA
809
Southern Capital Advisors
Tennessee
$12.4M +$2.37M +5,304 +24%
HCM
810
Highview Capital Management
Illinois
$12.3M +$1.18M +2,638 +11%
BFM
811
Boston Financial Management
Massachusetts
$12.3M +$11.4M +25,395 +1,477%
FC
812
Ferris Capital
Massachusetts
$12.3M -$363K -811 -3%
PCA
813
Permit Capital Advisors
Pennsylvania
$12.3M +$12.3M +27,441 New
AHC
814
Anderson Hoagland & Co
Missouri
$12.2M +$13K +29 +0.1%
FPW
815
Flagship Private Wealth
Massachusetts
$12.1M -$867K -1,939 -7%
CHA
816
Cooper/Haims Advisors
New York
$12.1M -$148K -332 -1%
WF
817
Wayfinding Financial
Washington
$12M -$139K -311 -1%
PGWM
818
Parisi Gray Wealth Management
New Jersey
$12M -$1.59M -3,554 -12%
GWM
819
Gray Wealth Management
Maine
$12M +$159K +355 +1%
CIP
820
Capital Insight Partners
Arizona
$12M -$484K -1,082 -4%
WCFA
821
Walkner Condon Financial Advisors
Wisconsin
$12M +$10.9M +24,436 +1,258%
AF
822
Apexium Financial
Texas
$12M +$82.3K +184 +0.7%
OCM
823
Objective Capital Management
Ohio
$11.9M +$385K +860 +3%
T. Rowe Price Associates
824
T. Rowe Price Associates
Maryland
$11.9M -$10.2M -22,841 -47%
GG
825
Gofen & Glossberg
Illinois
$11.9M +$240K +536 +2%