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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
876
Western Wealth Management
Colorado
$17.7M +$181K +345 +1%
MWM
877
Modern Wealth Management
Kansas
$17.7M +$1.98M +3,762 +13%
JFG
878
JDM Financial Group
Texas
$17.7M +$37.9K +72 +0.2%
WIA
879
World Investment Advisors
California
$17.7M +$15.6M +29,600 +1,112%
CAG
880
Csenge Advisory Group
Florida
$17.5M -$6.22M -11,821 -27%
SFG
881
Sovereign Financial Group
Connecticut
$17.5M +$311K +591 +2%
Bank Julius Baer & Co
882
Bank Julius Baer & Co
Switzerland
$17.5M -$1.65M -3,136 -10%
CWA
883
Centennial Wealth Advisory
Michigan
$17.4M +$333K +634 +2%
Natixis Advisors
884
Natixis Advisors
Massachusetts
$17.3M -$26M -49,359 -61%
WCFA
885
Walkner Condon Financial Advisors
Wisconsin
$17.3M +$115K +219 +0.7%
AWM
886
Axxcess Wealth Management
California
$17.3M +$2.1M +3,997 +14%
AWS
887
Aspen Wealth Strategies
Colorado
$17.3M +$80.5K +153 +0.5%
GWM
888
Gray Wealth Management
Maine
$17.2M +$175K +332 +1%
CIAS
889
CBIZ Investment Advisory Services
Ohio
$17.2M +$1.22M +2,322 +8%
PP
890
Passaic Partners
New Jersey
$17.2M -$2.43M -4,629 -13%
TCA
891
Transcend Capital Advisors
New Jersey
$17.1M +$308K +586 +2%
CFS
892
Coordinated Financial Services
Colorado
$17.1M +$18.9K +36 +0.1%
DCM
893
Disciplina Capital Management
Tennessee
$17M +$146M +277,385 +694%
AM
894
Atwater Malick
Pennsylvania
$17M +$14.2M +27,069 +683%
EW
895
Element Wealth
Mississippi
$17M -$3.42M -6,503 -17%
SIM
896
Strategic Investment Management
Virginia
$17M
SWM
897
Scissortail Wealth Management
Oklahoma
$16.9M +$96.8K +184 +0.6%
EWA
898
Emergent Wealth Advisors
New York
$16.9M +$758K +1,441 +5%
T. Rowe Price Associates
899
T. Rowe Price Associates
Maryland
$16.9M -$11.6M -22,019 -42%
OC
900
Oarsman Capital
Wisconsin
$16.9M +$515K +979 +3%