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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAS
1026
SMI Advisory Services
Indiana
$7.09M – – –
AWS
1027
AJ Wealth Strategies
New York
$7.03M +$1.97M +5,106 +39%
PPC
1028
Park Place Capital
Alabama
$7.03M +$7.06M +18,293 New
UCB
1029
United Community Bank
South Carolina
$7.01M +$123K +318 +2%
AWA
1030
Aletheian Wealth Advisors
Washington
$7.01M -$25.5K -66 -0.4%
MSFS
1031
Main Street Financial Solutions
Pennsylvania
$7M -$1.84M -4,773 -21%
TCM
1032
Telos Capital Management
California
$6.97M +$240K +623 +4%
X
1033
Xponance
Pennsylvania
$6.96M -$1.44M -3,722 -17%
EPM
1034
Equitec Proprietary Markets
Illinois
$6.92M +$6.95M +18,000 New
BTWM
1035
Baker Tilly Wealth Management
Wisconsin
$6.88M +$497K +1,289 +8%
APW
1036
Acima Private Wealth
Virginia
$6.87M +$144K +374 +2%
DW
1037
Domani Wealth
Pennsylvania
$6.84M -$40.5K -105 -0.6%
SHFA
1038
SC&H Financial Advisors
Maryland
$6.84M – – –
CG
1039
Cutler Group
California
$6.84M -$6.24M -16,158 -48%
BWP
1040
Baldwin Wealth Partners
Massachusetts
$6.83M +$200K +519 +3%
STA
1041
Summit Trail Advisors
New York
$6.83M -$34.5M -89,359 -83%
ARG
1042
Advisory Resource Group
Oklahoma
$6.8M +$224K +580 +3%
Calamos Advisors
1043
Calamos Advisors
Illinois
$6.77M -$71.8K -186 -1%
WWM
1044
Windsor Wealth Management
Indiana
$6.75M +$34.7K +90 +0.5%
AWM
1045
Axxcess Wealth Management
California
$6.75M +$831K +2,154 +14%
RWIA
1046
Roger Wittlin Investment Advisory
California
$6.71M +$6.74M +17,461 New
CA
1047
CSM Advisors
Pennsylvania
$6.68M -$1.74M -4,500 -21%
LIM
1048
Leavell Investment Management
Alabama
$6.68M +$74.9K +194 +1%
FMP
1049
Financial Management Professionals
Texas
$6.68M +$6.71M +17,394 New
RCM
1050
Raleigh Capital Management
North Carolina
$6.63M -$202K -524 -3%