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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
801
PrairieView Wealth Partners
Illinois
$21M +$533K +1,066 +3%
DCM
802
Disciplina Capital Management
Tennessee
$21M -$67.5K -135 -0.3%
SIA
803
Soltis Investment Advisors
Utah
$21M +$307K +614 +2%
NRW
804
Nova R Wealth
Kansas
$20.8M +$458K +915 +2%
CPW
805
Catalyst Private Wealth
California
$20.7M +$7.66M +15,301 +63%
DCM
806
Dimension Capital Management
Florida
$20.7M -$45K -90 -0.2%
USCWA
807
U.S. Capital Wealth Advisors
Texas
$20.7M -$2.49M -4,983 -11%
HAS
808
Holland Advisory Services
Florida
$20.7M -$1.22M -2,444 -6%
BJL
809
Brighton Jones LLC
Washington
$20.6M +$113K +225 +0.6%
HNW
810
High Note Wealth
Minnesota
$20.5M +$6.49M +12,978 +50%
MA
811
Marquette Associates
Illinois
$20.5M +$3.37M +6,739 +21%
APW
812
Acima Private Wealth
Virginia
$20.4M -$456K -912 -2%
BMM
813
Buffington Mohr McNeal
Idaho
$20.4M +$1.5M +3,007 +8%
DPI
814
Diversified Portfolios Inc
Michigan
$20.3M +$792K +1,582 +4%
PFA
815
Pinnacle Family Advisors
Missouri
$20.3M -$1.69M -3,386 -8%
HI
816
Human Investing
Oregon
$20.3M +$55K +110 +0.3%
AWA
817
Adapt Wealth Advisors
Georgia
$20.2M +$19.3M +38,486 New
KFA
818
Kapstone Financial Advisors
Ohio
$20.2M +$889K +1,776 +5%
AWM
819
Avaii Wealth Management
Wisconsin
$20.2M +$1.03M +2,060 +6%
MWP
820
Moller Wealth Partners
$20.1M -$910K -1,819 -5%
ML
821
McAdam LLC
Pennsylvania
$20.1M -$179K -358 -0.9%
SS
822
Sunbelt Securities
Texas
$20M -$1.1M -2,208 -5%
Hudson Bay Capital Management
823
Hudson Bay Capital Management
Connecticut
$20M +$19.1M +38,100 New
VWA
824
VERITY Wealth Advisors
United States
$20M -$29.5K -59 -0.2%
MAG
825
MRA Advisory Group
New Jersey
$20M +$1.36M +2,711 +8%