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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
826
Bradley Foster & Sargent
Connecticut
$11.8M +$7.46M +16,677 +178%
RWP
827
Revolve Wealth Partners
New Jersey
$11.7M -$16.5K -37 -0.1%
PWM
828
Perigon Wealth Management
California
$11.6M +$666K +1,489 +6%
KW
829
KWB Wealth
California
$11.6M
PCM
830
Parsons Capital Management
Rhode Island
$11.6M -$178K -398 -2%
TRIA
831
Trail Ridge Investment Advisors
Colorado
$11.6M +$1.08M +2,416 +10%
PWMAG
832
Pinnacle Wealth Management Advisory Group
New Jersey
$11.6M +$1.36M +3,031 +13%
MWA
833
Motive Wealth Advisors
Michigan
$11.6M -$590K -1,320 -5%
PWM
834
Praetorian Wealth Management
California
$11.6M -$271K -607 -2%
LFAS
835
Level Four Advisory Services
Texas
$11.5M -$54.1K -121 -0.5%
SCM
836
Spreng Capital Management
Ohio
$11.5M +$1.44M +3,219 +15%
CTA
837
Chesley Taft & Associates
Illinois
$11.5M +$61.3K +137 +0.5%
CPA
838
Capital Performance Advisors
California
$11.4M -$75.1K -168 -0.7%
SFG
839
Snider Financial Group
Washington
$11.4M +$281K +628 +3%
FPAS
840
Focus Partners Advisor Solutions
Missouri
$11.4M +$11.2M +25,051 New
BFEC
841
Benjamin F. Edwards & Company
Missouri
$11.3M +$300K +670 +3%
PA
842
PSI Advisors
Florida
$11.3M -$153K -343 -1%
PCG
843
Private Capital Group
Connecticut
$11.3M +$3.77M +8,420 +51%
TWP
844
TFO Wealth Partners
Ohio
$11.3M -$27.7K -62 -0.2%
LSAG
845
Lake Street Advisors Group
New Hampshire
$11.3M +$2.32M +5,184 +26%
MAM
846
Madison Asset Management
Wisconsin
$11.2M -$542K -1,213 -5%
Simplex Trading
847
Simplex Trading
Illinois
$11.2M +$7.99M +17,869 +266%
FNWM
848
Financial Network Wealth Management
Utah
$11.1M +$763K +1,706 +7%
GLA
849
Good Life Advisors
Pennsylvania
$11.1M +$377K +844 +4%
EA
850
Efficient Advisors
Ohio
$11M -$2.51M -5,616 -19%