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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRM
901
Boston Research & Management
Massachusetts
$18.7M -$5.56K -10 -0%
MWM
902
Modern Wealth Management
Kansas
$18.7M -$8.9K -16 -0%
ES
903
ETF Store
Kansas
$18.6M -$1.78M -3,209 -9%
CIAS
904
CBIZ Investment Advisory Services
Ohio
$18.5M +$396K +713 +2%
WCP
905
Wick Capital Partners
Pennsylvania
$18.5M -$675K -1,214 -4%
AWS
906
Aspen Wealth Strategies
Colorado
$18.5M +$687K +1,236 +4%
SRC
907
Shufro Rose & Co
New York
$18.5M
EWA
908
Emergent Wealth Advisors
New York
$18.4M +$868K +1,562 +5%
WCFA
909
Walkner Condon Financial Advisors
Wisconsin
$18.4M +$123K +222 +0.7%
WJA
910
Willis Johnson & Associates
Texas
$18.1M -$627K -1,127 -3%
GVAG
911
Great Valley Advisor Group
Delaware
$18.1M -$1.78M -3,202 -9%
GWM
912
Gray Wealth Management
Maine
$18.1M -$110K -198 -0.6%
TFM
913
Trademark Financial Management
Minnesota
$18.1M +$868K +1,562 +5%
SFG
914
Sovereign Financial Group
Connecticut
$18M -$495K -891 -3%
AMG
915
Asset Management Group
Connecticut
$17.9M +$150K +270 +0.9%
FDP
916
Financiere des Professionnels
Quebec, Canada
$17.8M +$4.14M +7,450 +32%
PWM
917
Praetorian Wealth Management
California
$17.8M +$483K +868 +3%
Bank Julius Baer & Co
918
Bank Julius Baer & Co
Switzerland
$17.8M -$1.31M -2,349 -8%
VHAM
919
Van Hulzen Asset Management
California
$17.8M -$1.17M -2,104 -6%
Victory Capital Management
920
Victory Capital Management
Texas
$17.7M -$36.7M -65,997 -68%
FW
921
Fairway Wealth
Ohio
$17.6M +$1.27M +2,288 +8%
GWM
922
Global Wealth Management
New Jersey
$17.6M +$16.9M +30,450 New
EW
923
Element Wealth
Mississippi
$17.5M -$357K -642 -2%
CIP
924
Capital Insight Partners
Arizona
$17.5M -$215K -387 -1%
SF
925
SWP Financial
California
$17.4M -$3.45M -6,207 -17%