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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
876
Naples Global Advisors
Florida
$28.4M +$67.2K +99 +0.2%
FPAS
877
Focus Partners Advisor Solutions
Missouri
$28.3M +$3.85M +5,668 +16%
KFS
878
Kelly Financial Services
Massachusetts
$28.3M +$3.88M +5,716 +16%
AWM
879
Adams Wealth Management
Utah
$28.3M -$440K -648 -2%
PIA
880
Pinion Investment Advisors
Kansas
$28.2M +$4.66M +6,864 +20%
FWA
881
Fidelis Wealth Advisors
Colorado
$28.2M +$27.9M +41,120 New
JFG
882
JMG Financial Group
Illinois
$28.1M -$420K -618 -1%
BHIA
883
Birch Hill Investment Advisors
Massachusetts
$28.1M +$46.2K +68 +0.2%
KWS
884
Keystone Wealth Services
California
$28M -$357K -525 -1%
DWM
885
Drive Wealth Management
Utah
$28M -$1.26M -1,852 -4%
BL
886
BFSG LLC
California
$28M +$3.52M +5,190 +15%
WHCFA
887
William Howard & Co Financial Advisors
Tennessee
$27.9M -$295K -434 -1%
CWA
888
Continuum Wealth Advisors
New York
$27.8M -$1.02M -1,500 -4%
BIAS
889
Beacon Investment Advisory Services
New Jersey
$27.8M -$236K -348 -0.9%
NW
890
NewEdge Wealth
Pennsylvania
$27.7M +$3.9M +5,743 +17%
AGC
891
Aspen Grove Capital
Colorado
$27.6M -$1.82M -2,676 -6%
VWM
892
Vivid Wealth Management
Iowa
$27.6M +$129K +190 +0.5%
LWM
893
Liberty Wealth Management
California
$27.6M +$53K +78 +0.2%
First Manhattan
894
First Manhattan
New York
$27.6M +$23.2M +34,146 +561%
RIA
895
Richwood Investment Advisors
Ohio
$27.5M +$1.44M +2,118 +6%
KFSC
896
Keystone Financial Services (Colorado)
Colorado
$27.4M +$1.42M +2,092 +6%
AWM
897
Abound Wealth Management
Tennessee
$27.4M +$760K +1,119 +3%
EWM
898
Evermay Wealth Management
Virginia
$27.3M -$947K -1,395 -3%
WT
899
WHI Trust
Illinois
$27.2M +$27M +39,771 New
BAM
900
Belpointe Asset Management
Nevada
$27.2M +$1.15M +1,700 +4%