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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
901
Allworth Financial
California
$4.33M -$220K -660 -5%
FA
902
FCG Advisors
New Jersey
$4.31M -$911K -2,736 -18%
MOACM
903
Mutual of America Capital Management
New York
$4.31M -$383K -1,152 -8%
SWPG
904
Strategic Wealth Partners Group
Illinois
$4.3M +$44.3K +133 +1%
T
905
TrueFG
Texas
$4.29M +$825K +2,478 +24%
PJSIMP
906
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.29M -$464K -1,395 -10%
PPP
907
Private Portfolio Partners
New Jersey
$4.27M +$202K +607 +5%
EWM
908
Empirical Wealth Management
Washington
$4.27M +$411K +1,235 +11%
FCT
909
Family Capital Trust
Massachusetts
$4.26M -$172K -517 -4%
SA
910
Stewardship Advisors
Pennsylvania
$4.26M +$4.06M +12,210 New
FFS
911
Founders Financial Securities
Maryland
$4.24M -$143K -429 -3%
AssetMark Inc
912
AssetMark Inc
California
$4.23M +$1.67M +5,006 +66%
BMM
913
Buffington Mohr McNeal
Idaho
$4.21M +$273K +819 +7%
NGA
914
Naples Global Advisors
Florida
$4.2M +$306K +920 +8%
MCM
915
Maryland Capital Management
Maryland
$4.2M -$617K -1,855 -13%
BIA
916
Bigelow Investment Advisors
Maine
$4.18M +$678K +2,038 +20%
BFG
917
Barber Financial Group
Kansas
$4.18M +$62.6K +188 +2%
SFPG
918
Stonebridge Financial Planning Group
Florida
$4.16M +$18.3K +55 +0.5%
NEGWA
919
New England Guild Wealth Advisors
Connecticut
$4.13M +$7.65K +23 +0.2%
UIA
920
UBP Investment Advisors
Switzerland
$4.12M
TPWA
921
TRUE Private Wealth Advisors
Oregon
$4.11M -$1.27M -3,814 -24%
JWA
922
JFS Wealth Advisors
Pennsylvania
$4.1M -$456K -1,370 -10%
WP
923
WealthSource Partners
California
$4.08M +$294K +884 +8%
GP
924
Geneva Partners
Wisconsin
$4.08M +$200K +600 +5%
TFCP
925
Twin Focus Capital Partners
Massachusetts
$4.07M -$70.6K -212 -2%