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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1001
Synergy Investment Management
Florida
$17.5M +$17.6M +29,701 New
NYLIM
1002
New York Life Investment Management
New York
$17.5M +$11.7M +19,691 +197%
CFS
1003
Coordinated Financial Services
Colorado
$17.5M +$17.6M +29,699 New
OWA
1004
Outlook Wealth Advisors
Texas
$17.5M -$260K -439 -1%
KWM
1005
Kingsview Wealth Management
Oregon
$17.5M -$7.17M -12,105 -29%
BAS
1006
Breakthru Advisory Services
Wisconsin
$17.4M +$17.5M +29,601 New
SCP
1007
Silverleafe Capital Partners
Tennessee
$17.4M +$3.29M +5,555 +23%
AL
1008
ADE LLC
Maryland
$17.4M +$340K +574 +2%
EF
1009
Elite Financial
Idaho
$17.2M +$17.3M +29,171 New
CIP
1010
Capital Insight Partners
Arizona
$17.2M -$677K -1,143 -4%
SAF
1011
Smith Anglin Financial
Texas
$17.1M +$115K +194 +0.7%
CWM
1012
Centurion Wealth Management
Virginia
$17.1M -$270K -456 -2%
Vanguard Group
1013
Vanguard Group
Pennsylvania
$17.1M +$476K +804 +3%
AIM
1014
Acropolis Investment Management
Missouri
$17.1M -$336K -567 -2%
FFW
1015
Fusion Family Wealth
New York
$17M +$111K +188 +0.7%
NAG
1016
Northstar Advisory Group
New Jersey
$17M +$5.33M +9,001 +45%
Retirement Systems of Alabama
1017
Retirement Systems of Alabama
Alabama
$16.9M -$330K -557 -2%
WWM
1018
Wiser Wealth Management
Georgia
$16.9M +$1.18K +2 +0%
CPW
1019
Catalyst Private Wealth
California
$16.9M -$420K -710 -2%
PFA
1020
Pinnacle Family Advisors
Missouri
$16.8M -$294K -496 -2%
MPWT
1021
MassMutual Private Wealth & Trust
Connecticut
$16.7M +$75.8K +128 +0.5%
SCM
1022
Sunbeam Capital Management
Georgia
$16.7M +$16.8M +28,424 New
PCA
1023
Pallas Capital Advisors
Massachusetts
$16.7M +$33.7K +57 +0.2%
BWM
1024
BCGM Wealth Management
Indiana
$16.6M +$130K +219 +0.8%
CLOS
1025
Compagnie Lombard Odier SCmA
Switzerland
$16.6M +$10.5M +17,684 +168%