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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EW
801
Element Wealth
Mississippi
$17.9M +$2.09M +4,659 +14%
EWM
802
EPG Wealth Management
Georgia
$17.9M +$50.6K +113 +0.3%
DPI
803
Diversified Portfolios Inc
Michigan
$17.7M +$1.88M +4,205 +13%
Bank Julius Baer & Co
804
Bank Julius Baer & Co
Switzerland
$17.6M -$4.11M -9,176 -20%
CFP
805
Cypress Financial Planning
New Jersey
$17.6M -$9.71M -21,694 -37%
BIP
806
Blueprint Investment Partners
North Carolina
$17.6M +$6.68M +14,921 +68%
FCP
807
Fidelis Capital Partners
Florida
$17.5M +$11.5M +25,611 +234%
AF
808
Advisornet Financial
Minnesota
$17.4M +$6.63M +14,818 +68%
AWM
809
Avaii Wealth Management
Wisconsin
$17.4M +$1.65M +3,696 +11%
GWM
810
GSB Wealth Management
Connecticut
$17.3M +$123K +275 +0.8%
PGFC
811
Peapack-Gladstone Financial Corp
New Jersey
$17.2M +$1.26M +2,814 +8%
CWA
812
Continuum Wealth Advisors
New York
$17.2M +$7.79M +17,402 +93%
SCA
813
Sandy Cove Advisors
Massachusetts
$17.2M +$6.47M +14,465 +67%
BMM
814
Buffington Mohr McNeal
Idaho
$17.1M +$1.97M +4,398 +14%
HSWM
815
Hubbell Strickland Wealth Management
Louisiana
$17.1M +$155K +347 +1%
UOWF
816
University of Wisconsin Foundation
Wisconsin
$17.1M -$46.9M -104,790 -75%
LA
817
Lynch & Associates
Indiana
$16.9M -$33.1K -74 -0.2%
MAG
818
MRA Advisory Group
New Jersey
$16.8M +$11M +24,555 +230%
MSWMA
819
Market Street Wealth Management Advisors
Indiana
$16.8M -$25.8M -57,721 -62%
CAC
820
Certified Advisory Corp
Florida
$16.7M -$79.6M -177,807 -84%
FNT
821
First National Trust
Pennsylvania
$16.7M -$883K -1,973 -5%
Treasurer of the State of North Carolina
822
Treasurer of the State of North Carolina
North Carolina
$16.7M -$604K -1,349 -4%
SF
823
SWP Financial
California
$16.7M +$15.7M +34,972 New
BFG
824
Bleakley Financial Group
New Jersey
$16.7M +$66.2K +148 +0.4%
SW
825
Simplicity Wealth
New Jersey
$16.7M +$4.57M +10,203 +41%