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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
976
Pinnacle Wealth Management Advisory Group
New Jersey
$1.55M -$173K -636 -9%
PIA
977
Piedmont Investment Advisors
North Carolina
$1.55M -$847K -3,118 -34%
TW
978
Transform Wealth
Colorado
$1.54M +$679K +2,501 +69%
CAM
979
Congress Asset Management
Massachusetts
$1.54M +$210K +774 +14%
MCIA
980
Mountain Capital Investment Advisors
Colorado
$1.53M +$281K +1,035 +20%
RG
981
Rathbones Group
United Kingdom
$1.53M
LFA
982
Legacy Financial Advisors
Kentucky
$1.52M -$876K -3,226 -35%
EFS
983
Essex Financial Services
Connecticut
$1.52M -$1.63M -5,985 -50%
AIM
984
Aspen Investment Management
Michigan
$1.51M
BHWM
985
Bay Harbor Wealth Management
Maryland
$1.51M +$1.63M +6,006 New
RC
986
RegentAtlantic Capital
New Jersey
$1.5M -$59.2K -218 -4%
WDL
987
Well Done LLC
Michigan
$1.5M +$1.31M +4,815 +419%
CC
988
Claybrook Capital
Massachusetts
$1.5M +$1.62M +5,964 New
TCPWM
989
Traverso Chambers Private Wealth Management
California
$1.5M +$1.61M +5,940 New
SEI Investments
990
SEI Investments
Pennsylvania
$1.49M +$1.3M +4,780 +420%
SWA
991
Stratos Wealth Advisors
Ohio
$1.48M +$1.6M +5,889 New
NWP
992
Northstar Wealth Partners
Connecticut
$1.48M +$156K +574 +11%
NCM
993
Nelson Capital Management
California
$1.48M +$1.59M +5,870 New
RT
994
Rockland Trust
Massachusetts
$1.47M +$29.1K +107 +2%
Koshinski Asset Management
995
Koshinski Asset Management
Illinois
$1.47M -$1.74M -6,390 -48%
DBRC
996
D.B. Root & Company
Pennsylvania
$1.46M +$186K +686 +13%
RBFC
997
Roman Butler Fullerton & Co
Missouri
$1.46M +$1.52M +5,608 New
SFSIG
998
San Francisco Sentry Investment Group
California
$1.46M +$1.36K +5 +0.1%
WCM
999
Weatherstone Capital Management
Colorado
$1.46M -$8.36M -30,774 -85%
GA
1000
Geller Advisors
New York
$1.44M +$9.78K +36 +0.6%