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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
1001
Graves Light Lenhart Wealth
Virginia
$5.57M -$12.6K -30 -0.2%
LWAC
1002
Laurel Wealth Advisors (California)
California
$5.54M +$501K +1,197 +10%
CIR
1003
Clear Investment Research
Georgia
$5.54M +$2.51K +6 +0%
CL
1004
COWA LLC
Oklahoma
$5.48M -$27.2K -65 -0.5%
UCMOK
1005
United Capital Management of KS
Kansas
$5.47M -$604K -1,443 -10%
GAM
1006
Geier Asset Management
Maryland
$5.47M +$829K +1,978 +18%
BPC
1007
Banque Pictet & Cie
Switzerland
$5.46M -$441K -1,053 -8%
FCT
1008
Family Capital Trust
Massachusetts
$5.45M +$11.7K +28 +0.2%
IIC
1009
Ironwood Investment Counsel
Arizona
$5.44M +$58.6K +140 +1%
NIA
1010
Northstar Investment Advisors
Colorado
$5.39M +$5.13M +12,239 New
SWA
1011
Sax Wealth Advisors
New Jersey
$5.37M -$2.12M -5,065 -29%
BFG
1012
Barber Financial Group
Kansas
$5.34M +$14.2K +34 +0.3%
PWA
1013
Peterson Wealth Advisors
Utah
$5.32M -$71.2K -170 -1%
GEA
1014
Glen Eagle Advisors
New Jersey
$5.31M +$27.6K +66 +0.5%
MWC
1015
MBM Wealth Consultants
Missouri
$5.3M -$138K -329 -3%
PAM
1016
PVG Asset Management
Colorado
$5.29M -$151K -360 -3%
SFP
1017
Sterling Financial Planning
New Jersey
$5.28M -$156K -372 -3%
UIA
1018
UBP Investment Advisors
Switzerland
$5.27M
PCG
1019
Private Capital Group
Connecticut
$5.22M +$636K +1,519 +14%
MCA
1020
Magnolia Capital Advisors
Mississippi
$5.21M +$2.54M +6,073 +101%
FFM
1021
Fullerton Fund Management
Singapore
$5.19M -$5.39M -12,872 -52%
PAM
1022
Peak Asset Management
Colorado
$5.17M -$876K -2,091 -15%
BAS
1023
Brown Advisory Securities
Maryland
$5.14M +$11.7K +28 +0.2%
NEGWA
1024
New England Guild Wealth Advisors
Connecticut
$5.13M +$197K +470 +4%
DC
1025
Davenport & Co
Virginia
$5.13M -$10.1K -24 -0.2%