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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
851
Adapt Wealth Advisors
Georgia
$25.2M +$120K +202 +0.5%
CIAS
852
CFS Investment Advisory Services
New Jersey
$25.1M -$21.8M -36,874 -46%
PCP
853
Panoramic Capital Partners
Oregon
$24.9M +$25.1M +42,338 New
LKWM
854
Lee-Kelleher Wealth Management
Maryland
$24.8M +$25M +42,201 New
GC
855
Guggenheim Capital
Illinois
$24.8M +$24.9M +42,150 New
AIA
856
Armor Investment Advisors
North Carolina
$24.8M +$1.66M +2,806 +7%
CWM
857
Congress Wealth Management
Massachusetts
$24.8M +$12.8M +21,644 +106%
USCWA
858
U.S. Capital Wealth Advisors
Texas
$24.8M +$1.33M +2,248 +6%
CIBC Asset Management
859
CIBC Asset Management
Ontario, Canada
$24.5M – – –
ML
860
McAdam LLC
Pennsylvania
$24.5M +$503K +849 +2%
TIAAOA
861
Teachers Insurance & Annuity Association of America
New York
$24.4M -$755K -1,276 -3%
IWP
862
IAG Wealth Partners
Wisconsin
$24.3M -$710K -1,199 -3%
JFG
863
JMG Financial Group
Illinois
$24.3M +$36.7K +62 +0.2%
WAP
864
Wealthcare Advisory Partners
Pennsylvania
$24.2M -$1.39M -2,352 -5%
PPWM
865
PFG Private Wealth Management
Florida
$24.2M +$2.33M +3,930 +11%
BHIA
866
Birch Hill Investment Advisors
Massachusetts
$24.1M -$2.92M -4,941 -11%
CAM
867
Cobblestone Asset Management
Virginia
$24M -$1.12M -1,893 -4%
WWM
868
Waterway Wealth Management
Texas
$23.9M +$1.67M +2,820 +7%
EL
869
EQ LLC
Washington
$23.5M +$430K +726 +2%
GKWIM
870
Gerber Kawasaki Wealth & Investment Management
California
$23.5M +$1.67M +2,813 +8%
NGA
871
Naples Global Advisors
Florida
$23.4M +$2.35M +3,964 +11%
BJL
872
Brighton Jones LLC
Washington
$23.4M -$999K -1,687 -4%
RWMH
873
Riverpoint Wealth Management Holdings
Illinois
$23.3M -$205K -346 -0.9%
State of Wisconsin Investment Board
874
State of Wisconsin Investment Board
Wisconsin
$23.3M +$23.4M +39,610 New
WDG
875
Wealth Dimensions Group
Ohio
$23.2M -$335K -566 -1%