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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
801
JDM Financial Group
Texas
$14M +$29.1K +69 +0.2%
SFG
802
StrategIQ Financial Group
Indiana
$14M +$81.8K +194 +0.6%
CIAS
803
CFS Investment Advisory Services
New Jersey
$14M +$376K +892 +3%
GWM
804
Gray Wealth Management
Maine
$14M +$839K +1,992 +7%
IDBONY
805
Israel Discount Bank of New York
New York
$13.9M -$1.28M -3,036 -9%
Retirement Systems of Alabama
806
Retirement Systems of Alabama
Alabama
$13.8M -$520K -1,235 -4%
American Century Companies
807
American Century Companies
Missouri
$13.7M +$2.75M +6,521 +27%
TNB
808
Thomasville National Bank
Georgia
$13.7M -$307K -728 -2%
AMG
809
Asset Management Group
Connecticut
$13.7M -$6.74K -16 -0.1%
RWG
810
Regal Wealth Group
California
$13.7M -$618K -1,467 -5%
ETC
811
Exchange Traded Concepts
Oklahoma
$13.6M +$1.92M +4,562 +18%
AWM
812
Avaii Wealth Management
Wisconsin
$13.5M -$57.3K -136 -0.4%
KWM
813
Kingsview Wealth Management
Oregon
$13.5M +$1.11M +2,639 +10%
SFFS
814
Stonehage Fleming Financial Services
Jersey
$13.5M +$12.4M +29,378 +3,456%
CBFP
815
Cedar Brook Financial Partners
Ohio
$13.4M +$146K +347 +1%
LFAS
816
Level Four Advisory Services
Texas
$13.4M +$1.57M +3,729 +14%
JWM
817
Jackson Wealth Management
Florida
$13.4M +$12.7M +30,052 New
CWC
818
Carolinas Wealth Consulting
North Carolina
$13.4M -$421 -1 -0%
SSW
819
Smith Shellnut Wilson
Mississippi
$13.4M -$23.6K -56 -0.2%
MSAM
820
Moloney Securities Asset Management
Missouri
$13.3M +$8.51M +20,201 +210%
1832 Asset Management
821
1832 Asset Management
Ontario, Canada
$13.2M -$37.8M -89,725 -75%
BFM
822
Broadview Financial Management
Wisconsin
$13.1M -$370K -877 -3%
LSAG
823
Lake Street Advisors Group
New Hampshire
$13.1M +$13.5K +32 +0.1%
CFO
824
CVA Family Office
Colorado
$13.1M -$740K -1,757 -6%
RFG
825
RFP Financial Group
Georgia
$13M +$512K +1,216 +4%