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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MM
826
Meridian Management
Arkansas
$30.6M -$3.15M -4,606 -9%
BFS
827
BridgePort Financial Solutions
Iowa
$30.6M +$815K +1,194 +3%
PPWM
828
PFG Private Wealth Management
Florida
$30.4M +$795K +1,164 +3%
CIBC Asset Management
829
CIBC Asset Management
Ontario, Canada
$30.3M +$2.87M +4,205 +10%
WHG
830
Westwood Holdings Group
Texas
$30.3M -$15.4M -22,531 -33%
IA
831
IFS Advisors
Kansas
$30.3M -$288K -422 -0.9%
CIAS
832
CFS Investment Advisory Services
New Jersey
$30.3M -$4.7M -6,886 -14%
AWA
833
Adapt Wealth Advisors
Georgia
$30.2M +$895K +1,310 +3%
SCA
834
Sandy Cove Advisors
Massachusetts
$30.1M -$208K -305 -0.7%
CFGF
835
Compass Financial Group (Florida)
Florida
$30.1M -$236K -346 -0.7%
AIM
836
Advyzon Investment Management
Illinois
$30.1M +$11.5M +16,891 +58%
CWS
837
Cypress Wealth Services
California
$30M +$2.59M +3,799 +9%
AWG
838
Altus Wealth Group
Colorado
$29.9M -$602K -882 -2%
CFP
839
Cascade Financial Partners
California
$29.8M -$47.1K -69 -0.2%
PCM
840
Pennsylvania Capital Management
Pennsylvania
$29.8M -$171K -250 -0.5%
MWM
841
Meridian Wealth Management
Kentucky
$29.7M -$119K -175 -0.4%
VCM
842
Verger Capital Management
North Carolina
$29.7M +$83.3K +122 +0.3%
APM
843
a16z Perennial Management
California
$29.6M
OCA
844
OpenArc Corporate Advisory
Georgia
$29.5M +$6.99M +10,234 +29%
AFC
845
Adaptive Financial Consulting
Ohio
$29.4M +$1.13M +1,649 +4%
SCP
846
Silverleafe Capital Partners
Tennessee
$29.4M +$34.1K +50 +0.1%
JWM
847
JHP Wealth Management
Colorado
$29.3M +$251K +367 +0.8%
WWM
848
Western Wealth Management
Colorado
$29.3M +$8.03M +11,755 +35%
NFG
849
Nadler Financial Group
Illinois
$29.2M +$1.87M +2,733 +7%
CAAM
850
Cornerstone Advisors Asset Management
Pennsylvania
$29.1M -$1.07M -1,566 -3%