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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
1001
NWF Advisory Services
California
$11.3M +$232K +518 +2%
CM
1002
Columbus Macro
Pennsylvania
$11.3M +$1.17M +2,620 +13%
Empower Advisory Group
1003
Empower Advisory Group
Colorado
$11.3M +$1.08M +2,412 +11%
FG
1004
Fairman Group
Pennsylvania
$11.2M +$10.5M +23,513 New
CTWM
1005
Cherry Tree Wealth Management
Minnesota
$11.2M -$128K -285 -1%
GFS
1006
GYL Financial Synergies
Connecticut
$11.2M -$140K -313 -1%
RW
1007
Regimen Wealth
Georgia
$11.1M +$1.07M +2,387 +11%
OCM
1008
Orion Capital Management
California
$11.1M +$331K +739 +3%
CT
1009
Clearstead Trust
Maine
$11M +$228K +509 +2%
SCP
1010
Silverleafe Capital Partners
Tennessee
$11M -$1.79K -4 -0%
FC
1011
Fusion Capital
South Carolina
$11M -$43.4K -97 -0.4%
XF
1012
XML Financial
Maryland
$11M +$566K +1,264 +6%
X
1013
Xponance
Pennsylvania
$11M +$1.92M +4,297 +23%
LT
1014
Legacy Trust
Michigan
$11M +$1.45M +3,237 +16%
WHG
1015
Westwood Holdings Group
Texas
$11M -$654K -1,461 -6%
ACM
1016
Armbruster Capital Management
New York
$10.9M +$1.05M +2,345 +11%
SAS
1017
SMI Advisory Services
Indiana
$10.8M +$1.15M +2,566 +13%
LA
1018
Latitude Advisors
Florida
$10.8M -$118K -264 -1%
MWAM
1019
Manhattan West Asset Management
California
$10.8M +$1.62M +3,612 +19%
FPCG
1020
Fort Pitt Capital Group
Pennsylvania
$10.7M +$8.16M +18,233 +433%
Vanguard Group
1021
Vanguard Group
Pennsylvania
$10.7M +$790K +1,764 +9%
KA
1022
Kooman & Associates
Pennsylvania
$10.7M +$721K +1,610 +8%
WP
1023
WealthPLAN Partners
Nebraska
$10.7M +$645K +1,441 +7%
PAMG
1024
Patton Albertson Miller Group
Tennessee
$10.7M +$3.75M +8,375 +60%
TRIA
1025
Trail Ridge Investment Advisors
Colorado
$10.7M +$32.7K +73 +0.3%