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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
851
River Wealth Advisors
Pennsylvania
$35.4M -$173K -238 -0.5%
SF
852
SWP Financial
California
$35.3M +$12.3M +16,866 +56%
BW
853
BIP Wealth
Georgia
$35.3M +$15.6M +21,490 +84%
ZIG
854
Zurich Insurance Group
Switzerland
$35.2M +$26.8M +36,790 +358%
MM
855
Meridian Management
Arkansas
$35M -$37.9K -52 -0.1%
AWG
856
Altus Wealth Group
Colorado
$35M +$714K +980 +2%
PCM
857
Pennsylvania Capital Management
Pennsylvania
$34.8M +$666K +914 +2%
CIBC Asset Management
858
CIBC Asset Management
Ontario, Canada
$34.8M -$1.46K -2 -0%
NFG
859
Nadler Financial Group
Illinois
$34.7M +$1.17M +1,610 +4%
SIA
860
Soltis Investment Advisors
Utah
$34.7M -$1M -1,379 -3%
SC
861
Scotia Capital
Ontario, Canada
$34.7M -$1.47M -2,020 -4%
TWP
862
Tenet Wealth Partners
Illinois
$34.5M +$33.8M +46,469 New
TPWA
863
Twin Peaks Wealth Advisors
California
$34.3M +$15.9M +21,796 +91%
B
864
Bedminster
South Carolina
$34.3M +$2.16M +2,967 +7%
AFC
865
Adaptive Financial Consulting
Ohio
$34.2M +$481K +661 +1%
GSC
866
Ground Swell Capital
South Carolina
$34.1M +$33.2M +45,595 New
IA
867
IFS Advisors
Kansas
$34.1M -$607K -834 -2%
WHG
868
Westwood Holdings Group
Texas
$34.1M -$648K -890 -2%
SCP
869
Silverleafe Capital Partners
Tennessee
$34.1M +$346K +475 +1%
SWP
870
Summit Wealth Partners
Florida
$34M +$1.53M +2,101 +5%
AWA
871
Adapt Wealth Advisors
Georgia
$34M -$600K -824 -2%
APW
872
Acima Private Wealth
Virginia
$33.8M +$990K +1,359 +3%
JWM
873
JHP Wealth Management
Colorado
$33.8M +$139K +191 +0.4%
MWM
874
Meridian Wealth Management
Kentucky
$33.7M -$283K -388 -0.9%
SCA
875
Sandy Cove Advisors
Massachusetts
$33.7M -$823K -1,130 -2%