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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWIA
976
Roger Wittlin Investment Advisory
California
$9.03M +$1.15M +2,727 +16%
KWA
977
KCS Wealth Advisory
California
$9.01M -$522K -1,238 -6%
Empower Advisory Group
978
Empower Advisory Group
Colorado
$8.99M -$698K -1,657 -8%
LT
979
Legacy Trust
Michigan
$8.97M -$67.8K -161 -0.8%
WCP
980
Wick Capital Partners
Pennsylvania
$8.96M -$77.1K -183 -0.9%
GCM
981
Granby Capital Management
Florida
$8.91M – – –
CWM
982
Connecticut Wealth Management
Connecticut
$8.91M +$272K +646 +3%
CPW
983
Catalyst Private Wealth
California
$8.9M +$3.72M +8,820 +79%
BTWM
984
Baker Tilly Wealth Management
Wisconsin
$8.9M +$319K +757 +4%
RWP
985
Revolve Wealth Partners
New Jersey
$8.89M -$1.12M -2,665 -12%
PI
986
Pachira Investments
California
$8.88M +$8.4M +19,923 New
BHWM
987
Beaird Harris Wealth Management
Texas
$8.88M -$306K -726 -4%
SHFA
988
SC&H Financial Advisors
Maryland
$8.85M +$525K +1,246 +7%
RWI
989
Red Wave Investments
Pennsylvania
$8.85M -$159K -377 -2%
CA
990
Cambridge Associates
Massachusetts
$8.81M – – –
SOS
991
Silver Oak Securities
Tennessee
$8.75M -$1.23M -2,927 -13%
VVP
992
Venture Visionary Partners
Ohio
$8.7M -$40K -95 -0.5%
DFA
993
DHK Financial Advisors
New Hampshire
$8.69M – – –
WJWM
994
Williams Jones Wealth Management
New York
$8.64M -$41.7K -99 -0.5%
AG
995
Ascent Group
Virginia
$8.64M +$2.53M +5,995 +46%
Natixis Advisors
996
Natixis Advisors
Massachusetts
$8.6M -$1.55M -3,682 -16%
AAMC
997
Asset Allocation & Management Company
Illinois
$8.59M -$314K -746 -4%
BFA
998
BBJS Financial Advisors
Washington
$8.57M -$244K -579 -3%
IGWM
999
ICA Group Wealth Management
Colorado
$8.55M +$1.04M +2,467 +15%
PPC
1000
Park Place Capital
Alabama
$8.53M -$56.5K -134 -0.7%