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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CM
1001
Columbus Macro
Pennsylvania
$11.3M +$1.17M +2,620 +13%
Empower Advisory Group
1002
Empower Advisory Group
Colorado
$11.3M +$1.08M +2,412 +11%
FG
1003
Fairman Group
Pennsylvania
$11.2M +$10.5M +23,513 New
CTWM
1004
Cherry Tree Wealth Management
Minnesota
$11.2M -$128K -285 -1%
GFS
1005
GYL Financial Synergies
Connecticut
$11.2M -$140K -313 -1%
RW
1006
Regimen Wealth
Georgia
$11.1M +$1.07M +2,387 +11%
OCM
1007
Orion Capital Management
California
$11.1M +$331K +739 +3%
CT
1008
Clearstead Trust
Maine
$11M +$228K +509 +2%
SCP
1009
Silverleafe Capital Partners
Tennessee
$11M -$1.79K -4 -0%
FC
1010
Fusion Capital
South Carolina
$11M -$43.4K -97 -0.4%
XF
1011
XML Financial
Maryland
$11M +$566K +1,264 +6%
X
1012
Xponance
Pennsylvania
$11M +$1.92M +4,297 +23%
LT
1013
Legacy Trust
Michigan
$11M +$1.45M +3,237 +16%
WHG
1014
Westwood Holdings Group
Texas
$11M -$654K -1,461 -6%
ACM
1015
Armbruster Capital Management
New York
$10.9M +$1.05M +2,345 +11%
SAS
1016
SMI Advisory Services
Indiana
$10.8M +$1.15M +2,566 +13%
LA
1017
Latitude Advisors
Florida
$10.8M -$118K -264 -1%
MWAM
1018
Manhattan West Asset Management
California
$10.8M +$1.62M +3,612 +19%
FPCG
1019
Fort Pitt Capital Group
Pennsylvania
$10.7M +$8.16M +18,233 +433%
Vanguard Group
1020
Vanguard Group
Pennsylvania
$10.7M +$790K +1,764 +9%
KA
1021
Kooman & Associates
Pennsylvania
$10.7M +$721K +1,610 +8%
WP
1022
WealthPLAN Partners
Nebraska
$10.7M +$645K +1,441 +7%
PAMG
1023
Patton Albertson Miller Group
Tennessee
$10.7M +$3.75M +8,375 +60%
TRIA
1024
Trail Ridge Investment Advisors
Colorado
$10.7M +$32.7K +73 +0.3%
WB
1025
WesBanco Bank
West Virginia
$10.7M -$65.8K -147 -0.7%