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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
1001
Williams Financial
Vermont
$22.5M +$11.8M +17,444 +113%
PPW
1002
Parcion Private Wealth
Washington
$22.5M +$606M +891,770 +33,715%
OWA
1003
Outlook Wealth Advisors
Texas
$22.5M +$516K +760 +2%
HAS
1004
Holland Advisory Services
Florida
$22.5M +$261K +385 +1%
SAM
1005
Sherman Asset Management
California
$22.4M +$158K +232 +0.7%
HC
1006
Hoese & Co
Minnesota
$22.4M -$591K -871 -3%
KDA
1007
Kraft Davis & Associates
Missouri
$22.4M -$1.1M -1,622 -5%
MCCA
1008
Mill Creek Capital Advisors
Pennsylvania
$22.4M -$1.35M -1,982 -6%
TFM
1009
Trademark Financial Management
Minnesota
$22.4M -$2.25M -3,311 -9%
AWM
1010
Avaii Wealth Management
Wisconsin
$22.3M -$995K -1,465 -4%
SFFS
1011
Stonehage Fleming Financial Services
Jersey
$22.2M -$2.32M -3,410 -10%
WS
1012
Wedbush Securities
California
$22.1M +$2.14M +3,150 +11%
AC
1013
Avestar Capital
New York
$22M -$496K -730 -2%
I2I
1014
Insight 2811 Inc
Illinois
$22M -$8.15K -12 -0%
GFG
1015
Goldstone Financial Group
Illinois
$22M -$365K -538 -2%
LLWM
1016
Life Line Wealth Management
California
$21.9M +$1.04M +1,527 +5%
BFG
1017
Beacon Financial Group
Texas
$21.9M +$112K +165 +0.5%
PWM
1018
Pines Wealth Management
North Carolina
$21.9M +$267K +393 +1%
EWA
1019
EverSource Wealth Advisors
Alabama
$21.9M -$618K -910 -3%
SMI
1020
Shelter Mutual Insurance
Missouri
$21.8M +$14.1M +20,826 +188%
SAM
1021
Summit Asset Management
Tennessee
$21.8M +$263K +387 +1%
BRM
1022
Boston Research & Management
Massachusetts
$21.8M +$1.63M +2,396 +8%
Vanguard Group
1023
Vanguard Group
Pennsylvania
$21.6M +$282K +415 +1%
AL
1024
ADE LLC
Maryland
$21.6M +$1.01M +1,481 +5%
HG
1025
Harbor Group
New Hampshire
$21.6M +$201K +296 +0.9%