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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
851
Private Capital Group
Connecticut
$6.54M +$1.16M +3,255 +23%
MWM
852
Mattern Wealth Management
Kansas
$6.54M -$1.55M -4,345 -20%
BWA
853
BlueSky Wealth Advisors
North Carolina
$6.53M -$269K -757 -4%
SCIM
854
Spring Creek Investment Management
Pennsylvania
$6.53M -$23.1M -64,790 -79%
SC
855
Sepio Capital
Utah
$6.52M
CFG
856
Cooper Financial Group
California
$6.51M +$156K +438 +3%
IFWM
857
Institute for Wealth Management
Colorado
$6.49M +$91.5K +257 +2%
EP
858
Edgestream Partners
New Jersey
$6.49M +$6.15M +17,289 New
JIR
859
James Investment Research
Ohio
$6.47M -$807K -2,267 -12%
BWP
860
Baldwin Wealth Partners
Massachusetts
$6.45M -$268K -753 -4%
SCM
861
Spreng Capital Management
Ohio
$6.44M +$5.54M +15,573 +979%
MFG
862
Merit Financial Group
Georgia
$6.44M +$707K +1,986 +13%
GFS
863
GYL Financial Synergies
Connecticut
$6.43M +$509K +1,430 +9%
HT
864
Heritage Trust
Oklahoma
$6.39M -$594K -1,668 -9%
BFG
865
Beacon Financial Group
Texas
$6.35M -$141K -395 -2%
SAS
866
Sanford Advisory Services
Michigan
$6.34M +$6.01M +16,888 New
Neuberger Berman Group
867
Neuberger Berman Group
New York
$6.34M -$165K -463 -3%
AAM
868
Aureus Asset Management
Massachusetts
$6.34M +$109K +305 +2%
PWMAG
869
Pinnacle Wealth Management Advisory Group
New Jersey
$6.29M +$488K +1,370 +9%
DT
870
Daniels + Tansey
Delaware
$6.29M +$2.31M +6,491 +63%
GWMIA
871
Global Wealth Management Investment Advisory
Florida
$6.28M +$18.9K +53 +0.3%
T
872
TRUADVICE
Florida
$6.19M -$285K -800 -5%
FNWM
873
Financial Network Wealth Management
Utah
$6.17M +$5.85M +16,441 New
OMC
874
Old Mission Capital
Illinois
$6.17M +$3.85M +10,821 +193%
JWM
875
Jackson Wealth Management
Florida
$6.14M -$579K -1,628 -9%