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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRM
876
Boston Research & Management
Massachusetts
$17.8M -$141K -269 -0.8%
WWM
877
Western Wealth Management
Colorado
$17.7M +$181K +345 +1%
MWM
878
Modern Wealth Management
Kansas
$17.7M +$1.98M +3,762 +13%
JFG
879
JDM Financial Group
Texas
$17.7M +$37.9K +72 +0.2%
WIA
880
World Investment Advisors
California
$17.7M +$15.6M +29,600 +1,112%
CAG
881
Csenge Advisory Group
Florida
$17.5M -$6.22M -11,821 -27%
SFG
882
Sovereign Financial Group
Connecticut
$17.5M +$311K +591 +2%
Bank Julius Baer & Co
883
Bank Julius Baer & Co
Switzerland
$17.5M -$1.65M -3,136 -10%
CWA
884
Centennial Wealth Advisory
Michigan
$17.4M +$333K +634 +2%
Natixis Advisors
885
Natixis Advisors
Massachusetts
$17.3M -$26M -49,359 -61%
WCFA
886
Walkner Condon Financial Advisors
Wisconsin
$17.3M +$115K +219 +0.7%
AWM
887
Axxcess Wealth Management
California
$17.3M +$2.1M +3,997 +14%
AWS
888
Aspen Wealth Strategies
Colorado
$17.3M +$80.5K +153 +0.5%
GWM
889
Gray Wealth Management
Maine
$17.2M +$175K +332 +1%
CIAS
890
CBIZ Investment Advisory Services
Ohio
$17.2M +$1.22M +2,322 +8%
PP
891
Passaic Partners
New Jersey
$17.2M -$2.43M -4,629 -13%
TCA
892
Transcend Capital Advisors
New Jersey
$17.1M +$308K +586 +2%
CFS
893
Coordinated Financial Services
Colorado
$17.1M +$18.9K +36 +0.1%
DCM
894
Disciplina Capital Management
Tennessee
$17M +$146M +277,385 +694%
AM
895
Atwater Malick
Pennsylvania
$17M +$14.2M +27,069 +683%
EW
896
Element Wealth
Mississippi
$17M -$3.42M -6,503 -17%
SIM
897
Strategic Investment Management
Virginia
$17M – – –
SWM
898
Scissortail Wealth Management
Oklahoma
$16.9M +$96.8K +184 +0.6%
EWA
899
Emergent Wealth Advisors
New York
$16.9M +$758K +1,441 +5%
T. Rowe Price Associates
900
T. Rowe Price Associates
Maryland
$16.9M -$11.6M -22,019 -42%