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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
926
Moller Wealth Partners
$30.3M -$414K -568 -1%
EWM
927
Evermay Wealth Management
Virginia
$30.3M +$851K +1,169 +3%
GF
928
Gimbal Financial
Indiana
$30.2M +$29.4M +40,370 New
SCP
929
Stevens Capital Partners
Nebraska
$30.2M +$3.35M +4,594 +13%
TC
930
Town Capital
Maryland
$30.1M +$17.3M +23,716 +144%
OWCM
931
One Wealth Capital Management
Arizona
$30.1M +$12.6M +17,254 +75%
PA
932
Powerhouse Assets
Massachusetts
$30.1M -$3.04M -4,168 -9%
WHCFA
933
William Howard & Co Financial Advisors
Tennessee
$30M -$148K -203 -0.5%
TGAM
934
TBH Global Asset Management
Tennessee
$30M +$1.45M +1,988 +5%
JFG
935
JMG Financial Group
Illinois
$29.9M -$400K -549 -1%
TFP
936
Townsend Financial Planning
Kentucky
$29.9M -$32.8K -45 -0.1%
WT
937
WHI Trust
Illinois
$29.8M -$382K -525 -1%
FFA
938
Founders Financial Alliance
North Carolina
$29.7M +$19.1M +26,225 +196%
RWMH
939
Riverpoint Wealth Management Holdings
Illinois
$29.6M -$607K -834 -2%
NB
940
Nicolet Bankshares
Wisconsin
$29.6M -$843K -1,157 -3%
LP
941
LGL Partners
Pennsylvania
$29.6M +$115K +158 +0.4%
EIA
942
Eldridge Investment Advisors
New Hampshire
$29.5M +$266K +365 +0.9%
RhumbLine Advisers
943
RhumbLine Advisers
Massachusetts
$29.5M -$25.7M -35,359 -47%
GKWIM
944
Gerber Kawasaki Wealth & Investment Management
California
$29.4M -$56.1K -77 -0.2%
HI
945
Human Investing
Oregon
$29.4M +$253K +348 +0.9%
TIAAOA
946
Teachers Insurance & Annuity Association of America
New York
$29.4M -$17.5K -24 -0.1%
RIA
947
Richwood Investment Advisors
Ohio
$29.3M -$719K -987 -2%
MWM
948
Mission Wealth Management
California
$29.3M +$2.3M +3,157 +9%
CSP
949
Cary Street Partners
Virginia
$29.3M -$1.09M -1,491 -4%
LA
950
Legacy Advisors
Pennsylvania
$29.2M -$12.9M -17,714 -31%