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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
876
Venturi Wealth Management
Texas
$11.5M +$533K +1,264 +5%
CCM
877
Canal Capital Management
Virginia
$11.4M +$1.07M +2,536 +11%
CHA
878
Cooper/Haims Advisors
New York
$11.4M -$116K -275 -1%
BWA
879
Beam Wealth Advisors
Louisiana
$11.4M +$9.3M +22,079 +648%
VFPW
880
Vantage Financial Partners (Wisconsin)
Wisconsin
$11.3M +$291K +690 +3%
CCG
881
Cypress Capital Group
Florida
$11.3M +$621K +1,473 +6%
AHC
882
Anderson Hoagland & Co
Missouri
$11.3M -$110K -261 -1%
PCP
883
Proficio Capital Partners
Massachusetts
$11.2M +$3.84M +9,121 +57%
FFS
884
Founders Financial Securities
Maryland
$11.2M -$1.23M -2,909 -10%
Susquehanna International Group
885
Susquehanna International Group
Pennsylvania
$11.1M +$9.07M +21,519 +626%
MWP
886
MYCIO Wealth Partners
Pennsylvania
$11.1M -$60.7K -144 -0.6%
CPA
887
Capital Performance Advisors
California
$11.1M +$43K +102 +0.4%
CIAS
888
CBIZ Investment Advisory Services
Ohio
$11M -$864K -2,051 -8%
PGWM
889
Parisi Gray Wealth Management
New Jersey
$11M +$4.76M +11,303 +73%
TCWA
890
Ten Capital Wealth Advisors
Washington
$11M -$601K -1,425 -5%
OCM
891
Objective Capital Management
Ohio
$11M -$821K -1,948 -7%
AC
892
Avestar Capital
New York
$11M +$374K +888 +4%
OCM
893
Orion Capital Management
California
$11M -$238K -564 -2%
WWM
894
Wiser Wealth Management
Georgia
$11M +$216K +513 +2%
PPWM
895
PFG Private Wealth Management
Florida
$11M +$411K +976 +4%
SG Americas Securities
896
SG Americas Securities
New York
$10.9M +$10.3M +24,539 New
PVI
897
Pine Valley Investments
New Jersey
$10.9M -$493K -1,170 -5%
CTWM
898
Cherry Tree Wealth Management
Minnesota
$10.9M +$10.3M +24,495 New
PWM
899
Praetorian Wealth Management
California
$10.9M +$663K +1,573 +7%
PFA
900
Pure Financial Advisors
California
$10.8M -$235K -558 -2%