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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
801
Tennessee Valley Asset Management Partners
Tennessee
$10.4M -$4.63M -11,585 -29%
FPCP
802
Fort Point Capital Partners
California
$10.3M +$1.02M +2,564 +10%
HWA
803
HCR Wealth Advisors
California
$10.3M -$867K -2,172 -7%
1832 Asset Management
804
1832 Asset Management
Ontario, Canada
$10.3M -$7.2M -18,037 -39%
DIM
805
Delta Investment Management
California
$10.3M +$166K +416 +1%
TRIA
806
Trail Ridge Investment Advisors
Colorado
$10.3M +$483K +1,210 +5%
TPCW
807
TD Private Client Wealth
New York
$10.2M +$436K +1,092 +4%
KWM
808
Kingsview Wealth Management
Oregon
$10.2M +$3.39M +8,488 +42%
HCM
809
Highview Capital Management
Illinois
$10.2M +$403K +1,010 +4%
Neuberger Berman Group
810
Neuberger Berman Group
New York
$10.2M -$3.12M -7,817 -22%
ML
811
McAdam LLC
Pennsylvania
$10.2M +$561K +1,406 +5%
BCM
812
BTC Capital Management
Iowa
$10.2M -$333K -834 -3%
CL
813
CPWM LLC
Washington
$10.1M +$3.09M +7,742 +38%
WF
814
Wayfinding Financial
Washington
$10.1M -$432K -1,082 -4%
CW
815
CreativeOne Wealth
Kansas
$10.1M +$1.67M +4,174 +17%
CIP
816
Capital Insight Partners
Arizona
$10.1M +$387K +970 +4%
WAOI
817
Wealth Advisors of Iowa
Iowa
$10.1M -$26.7M -66,796 -70%
NRW
818
Nova R Wealth
Kansas
$10M +$3.74M +9,365 +50%
T. Rowe Price Associates
819
T. Rowe Price Associates
Maryland
$10M +$2.65M +6,630 +38%
LFS
820
Lutz Financial Services
Nebraska
$9.94M +$16K +40 +0.1%
Nomura Asset Management
821
Nomura Asset Management
Japan
$9.93M +$2.13M +5,335 +24%
PCA
822
Providence Capital Advisors
North Carolina
$9.87M -$3.88M -9,708 -26%
TFF
823
The Family Firm
Maryland
$9.84M -$514K -1,286 -4%
CAG
824
Crestwood Advisors Group
Massachusetts
$9.83M -$2.56M -6,409 -19%
Koshinski Asset Management
825
Koshinski Asset Management
Illinois
$9.82M +$1.3M +3,262 +14%