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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
951
North Star Investment Management
Illinois
$9.31M +$204K +442 +2%
RWI
952
Red Wave Investments
Pennsylvania
$9.3M -$48.9K -106 -0.5%
IAA
953
Independent Advisor Alliance
North Carolina
$9.27M +$528K +1,146 +6%
AF
954
AtlasMark Financial
Texas
$9.24M +$224K +486 +3%
ARC
955
Advisor Resource Council
Texas
$9.15M +$277K +600 +3%
CAM
956
Concorde Asset Management
Michigan
$9.14M +$859K +1,865 +11%
JWM
957
Jackson Wealth Management
Florida
$9.13M -$15.1M -32,815 -63%
TI
958
tru Independence
Oregon
$9.13M +$325K +705 +4%
ES
959
Eagle Strategies
New York
$9.09M +$8.79M +19,063 New
WMP
960
Wealth Management Partners
Arizona
$9.05M +$809K +1,756 +10%
VWA
961
V Wealth Advisors
Kansas
$8.97M +$3.25M +7,061 +60%
TW
962
Transform Wealth
Colorado
$8.96M -$810K -1,757 -9%
GWM
963
Greenhouse Wealth Management
Connecticut
$8.95M +$61.8K +134 +0.7%
HIG
964
Heritage Investment Group
Florida
$8.94M +$8.64M +18,743 New
NGA
965
Naples Global Advisors
Florida
$8.89M +$965K +2,093 +13%
DW
966
Domani Wealth
Pennsylvania
$8.84M -$10.6K -23 -0.1%
FA
967
Forefront Analytics
Pennsylvania
$8.83M -$4.55M -9,866 -35%
AFP
968
Ausdal Financial Partners
Iowa
$8.8M +$996K +2,161 +13%
AAM
969
Aureus Asset Management
Massachusetts
$8.74M +$24.4K +53 +0.3%
OFG
970
Omega Financial Group
California
$8.69M +$549K +1,191 +7%
KOC
971
Koss-Olinger Consulting
Florida
$8.67M -$490K -1,064 -6%
AAMC
972
Asset Allocation & Management Company
Illinois
$8.65M +$1.46M +3,165 +21%
RTL
973
Red Tortoise LLC
Georgia
$8.61M +$388K +843 +5%
CFS
974
CRA Financial Services
New Jersey
$8.57M +$663K +1,439 +9%
VWM
975
Venturi Wealth Management
Texas
$8.57M +$1.47M +3,196 +22%