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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
1001
Kingswood Wealth Advisors
California
$17.9M +$3.87M +6,747 +31%
TMWM
1002
Taylor & Morgan Wealth Management
Michigan
$17.9M +$713K +1,242 +4%
BCA
1003
Bay Colony Advisors
Massachusetts
$17.8M +$559K +974 +4%
AF
1004
Apollon Financial
South Carolina
$17.7M +$386K +673 +2%
WS
1005
Wedbush Securities
California
$17.6M -$24.8M -43,263 -60%
EWA
1006
EverSource Wealth Advisors
Alabama
$17.6M +$925K +1,611 +6%
PCA
1007
Pallas Capital Advisors
Massachusetts
$17.5M -$74.1K -129 -0.5%
PM
1008
Pembroke Management
Quebec, Canada
$17.3M +$1.8M +3,136 +13%
CFS
1009
CRA Financial Services
New Jersey
$17.3M +$849K +1,478 +6%
SGCA
1010
Steel Grove Capital Advisors
Tennessee
$17.2M -$66.6K -116 -0.4%
AIM
1011
Acropolis Investment Management
Missouri
$17.2M -$180K -313 -1%
HC
1012
Headland Capital
South Carolina
$17.1M +$15.9M +27,612 New
CHA
1013
Cooper/Haims Advisors
New York
$17.1M +$2.22M +3,871 +16%
NAS
1014
NWF Advisory Services
California
$17.1M +$1.04M +1,809 +7%
TCA
1015
Trifecta Capital Advisors
Illinois
$17.1M +$156K +271 +1%
FLC
1016
Fifth Lane Capital
Texas
$17.1M +$15.8M +27,500 New
BIP
1017
Blueprint Investment Partners
North Carolina
$17.1M +$1.52M +2,654 +11%
CT
1018
Colonial Trust
South Carolina
$17M +$1.51M +2,633 +11%
PIA
1019
Pinion Investment Advisors
Kansas
$17M -$4.53M -7,881 -22%
BWM
1020
BCGM Wealth Management
Indiana
$17M -$225K -391 -1%
AC
1021
AlphaCore Capital
California
$17M +$7.57M +13,191 +93%
CTA
1022
Chesley Taft & Associates
Illinois
$17M +$199K +347 +1%
CWA
1023
Canvas Wealth Advisors
Kansas
$16.8M +$2.64M +4,593 +21%
EFA
1024
Evernest Financial Advisors
Indiana
$16.8M -$340K -592 -2%
GIC
1025
Generali Investments CEE
Czech Republic
$16.8M – – –