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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1001
Outlook Wealth Advisors
Texas
$22.5M +$516K +760 +2%
HAS
1002
Holland Advisory Services
Florida
$22.5M +$261K +385 +1%
SAM
1003
Sherman Asset Management
California
$22.4M +$158K +232 +0.7%
HC
1004
Hoese & Co
Minnesota
$22.4M -$591K -871 -3%
KDA
1005
Kraft Davis & Associates
Missouri
$22.4M -$1.1M -1,622 -5%
MCCA
1006
Mill Creek Capital Advisors
Pennsylvania
$22.4M -$1.35M -1,982 -6%
TFM
1007
Trademark Financial Management
Minnesota
$22.4M -$2.25M -3,311 -9%
AWM
1008
Avaii Wealth Management
Wisconsin
$22.3M -$995K -1,465 -4%
SFFS
1009
Stonehage Fleming Financial Services
Jersey
$22.2M -$2.32M -3,410 -10%
WS
1010
Wedbush Securities
California
$22.1M +$2.14M +3,150 +11%
AC
1011
Avestar Capital
New York
$22M -$496K -730 -2%
I2I
1012
Insight 2811 Inc
Illinois
$22M -$8.15K -12 -0%
GFG
1013
Goldstone Financial Group
Illinois
$22M -$365K -538 -2%
LLWM
1014
Life Line Wealth Management
California
$21.9M +$1.04M +1,527 +5%
BFG
1015
Beacon Financial Group
Texas
$21.9M +$112K +165 +0.5%
PWM
1016
Pines Wealth Management
North Carolina
$21.9M +$267K +393 +1%
EWA
1017
EverSource Wealth Advisors
Alabama
$21.9M -$618K -910 -3%
SMI
1018
Shelter Mutual Insurance
Missouri
$21.8M +$14.1M +20,826 +188%
SAM
1019
Summit Asset Management
Tennessee
$21.8M +$263K +387 +1%
BRM
1020
Boston Research & Management
Massachusetts
$21.8M +$1.63M +2,403 +8%
Vanguard Group
1021
Vanguard Group
Pennsylvania
$21.6M +$282K +415 +1%
AL
1022
ADE LLC
Maryland
$21.6M +$1.01M +1,481 +5%
HG
1023
Harbor Group
New Hampshire
$21.6M +$201K +296 +0.9%
GVAG
1024
Great Valley Advisor Group
Delaware
$21.5M +$854K +1,258 +4%
AA
1025
ArborFi Advisors
Michigan
$21.4M -$65.9K -97 -0.3%