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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TR
951
Tepp RIA
New Jersey
$18.4M +$609K +1,031 +3%
NEAM
952
New England Asset Management
Connecticut
$18.3M – – –
SCP
953
Stevens Capital Partners
Nebraska
$18.3M -$3.81M -6,453 -17%
JWM
954
Jackson Wealth Management
Florida
$18.3M -$46.6K -79 -0.2%
Luther King Capital Management (LKCM)
955
Luther King Capital Management (LKCM)
Texas
$18.2M – – –
OWA
956
Outlook Wealth Advisors
Texas
$18.2M +$1.55M +2,630 +9%
TFM
957
Trademark Financial Management
Minnesota
$18M +$615K +1,042 +3%
GWM
958
GSB Wealth Management
Connecticut
$18M -$2.65M -4,488 -12%
WJA
959
Willis Johnson & Associates
Texas
$17.9M +$800K +1,355 +4%
GWM
960
Global Wealth Management
New Jersey
$17.9M -$133K -225 -0.7%
AWS
961
Aspen Wealth Strategies
Colorado
$17.8M +$449K +760 +2%
MWP
962
Madison Wealth Partners
Wisconsin
$17.8M +$715K +1,210 +4%
CIP
963
Capital Insight Partners
Arizona
$17.8M +$1.46M +2,479 +8%
WCFA
964
Walkner Condon Financial Advisors
Wisconsin
$17.7M -$209K -354 -1%
MWP
965
MYCIO Wealth Partners
Pennsylvania
$17.7M +$158K +267 +0.9%
DI
966
DAGCO Inc
Ohio
$17.6M +$872K +1,476 +5%
OSAM
967
O'Shaughnessy Asset Management
Connecticut
$17.6M +$5.86M +9,932 +46%
WWM
968
Wiser Wealth Management
Georgia
$17.6M +$1.51M +2,563 +9%
TNB
969
Thomasville National Bank
Georgia
$17.5M +$591 +1 +0%
AG
970
Ascent Group
Virginia
$17.4M +$7.73M +13,090 +73%
SSW
971
Smith Shellnut Wilson
Mississippi
$17.4M +$250K +423 +1%
VHAM
972
Van Hulzen Asset Management
California
$17.3M -$401K -679 -2%
AMG
973
Asset Management Group
Connecticut
$17.3M -$145K -246 -0.8%
BFS
974
Bradley Foster & Sargent
Connecticut
$17.3M -$613K -1,038 -3%
MSWMA
975
Market Street Wealth Management Advisors
Indiana
$17.2M -$483K -818 -3%