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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
976
Beaird Harris Wealth Management
Texas
$6.61M +$4.85M +12,135 +193%
SDAM
977
Shulman DeMeo Asset Management
New York
$6.59M
LWAC
978
Laurel Wealth Advisors (California)
California
$6.58M +$1.33M +3,343 +22%
NCG
979
Newport Capital Group
New Jersey
$6.58M +$2.72M +6,822 +63%
WWM
980
Wiser Wealth Management
Georgia
$6.57M +$485K +1,215 +7%
AWA
981
Aletheian Wealth Advisors
Washington
$6.57M -$29.1K -73 -0.4%
SWP
982
Strategic Wealth Partners
Ohio
$6.55M +$6.14M +15,367 +532%
BCWM
983
Bartlett & Co Wealth Management
Ohio
$6.54M +$152K +380 +2%
BC
984
Bartlett & Co
Ohio
$6.54M +$152K +380 +2%
HAC
985
Harbor Advisory Corp
New Hampshire
$6.48M +$290K +727 +4%
BL
986
BFSG LLC
California
$6.46M -$99.4K -249 -1%
UCB
987
United Community Bank
South Carolina
$6.43M -$399 -1 -0%
DW
988
Domani Wealth
Pennsylvania
$6.42M -$20.8K -52 -0.3%
CA
989
CGN Advisors
Kansas
$6.39M +$315K +788 +5%
Calamos Advisors
990
Calamos Advisors
Illinois
$6.39M +$291K +729 +4%
SHFA
991
SC&H Financial Advisors
Maryland
$6.38M -$293K -734 -4%
BONH
992
Bank of New Hampshire
New Hampshire
$6.38M +$1.62M +4,065 +30%
RCM
993
Raleigh Capital Management
North Carolina
$6.38M +$101K +252 +1%
AAM
994
Aureus Asset Management
Massachusetts
$6.37M -$89K -223 -1%
BWM
995
Boyd Wealth Management
California
$6.33M -$105K -263 -1%
EFS
996
Essex Financial Services
Connecticut
$6.31M -$831K -2,080 -11%
TCM
997
Telos Capital Management
California
$6.28M +$273K +684 +4%
WWM
998
Windsor Wealth Management
Indiana
$6.28M -$331K -829 -5%
APW
999
Acima Private Wealth
Virginia
$6.28M
LP
1000
LGL Partners
Pennsylvania
$6.24M +$441K +1,105 +7%