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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
876
KCS Wealth Advisory
California
$10.3M +$239K +534 +2%
PPW
877
Pinnacle Private Wealth
Massachusetts
$10.3M +$601K +1,344 +6%
PCA
878
Peddock Capital Advisors
Massachusetts
$10.3M +$176K +394 +2%
MWP
879
Madison Wealth Partners
Wisconsin
$10.3M +$436K +974 +4%
MWP
880
MYCIO Wealth Partners
Pennsylvania
$10.3M +$817K +1,826 +9%
PPP
881
Private Portfolio Partners
New Jersey
$10.3M +$2.86M +6,385 +39%
CCM
882
Canal Capital Management
Virginia
$10.3M -$335K -748 -3%
PWP
883
Personal Wealth Partners
Minnesota
$10.2M -$110K -246 -1%
IFG
884
Independent Financial Group
California
$10.2M +$693K +1,549 +7%
DI
885
DAGCO Inc
Ohio
$10.1M +$923K +2,064 +10%
DSN
886
D. Scott Neal
Kentucky
$10.1M -$154K -345 -2%
PNC
887
Park National Corp
Ohio
$10.1M -$794K -1,776 -7%
NRW
888
Nova R Wealth
Kansas
$10.1M +$1.03M +2,294 +12%
FWM
889
Frontier Wealth Management
Missouri
$10M +$2.29M +5,127 +29%
HSA
890
HBK Sorce Advisory
Pennsylvania
$9.97M +$2.95M +6,605 +43%
BIP
891
Blueprint Investment Partners
North Carolina
$9.93M -$47K -105 -0.5%
TMWM
892
Taylor & Morgan Wealth Management
Michigan
$9.82M -$174K -389 -2%
9WM
893
9258 Wealth Management
Ohio
$9.78M +$2.43M +5,435 +34%
EK
894
Evensky & Katz
Florida
$9.77M -$32.2K -72 -0.3%
HAS
895
Holland Advisory Services
Florida
$9.76M -$643K -1,438 -6%
FIM
896
Fernwood Investment Management
Massachusetts
$9.74M -$38K -85 -0.4%
WB
897
WesBanco Bank
West Virginia
$9.71M +$13.4K +30 +0.1%
CW
898
CreativeOne Wealth
Kansas
$9.68M -$4.56M -10,185 -32%
DWM
899
Darwin Wealth Management
Florida
$9.68M +$1.53M +3,412 +19%
Fiera Capital (Canada)
900
Fiera Capital (Canada)
Quebec, Canada
$9.67M +$86.8K +194 +0.9%