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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
1026
Fusion Capital
South Carolina
$12.3M +$113K +225 +1%
CPA
1027
Capital Performance Advisors
California
$12.2M -$347K -694 -3%
SCP
1028
Silverleafe Capital Partners
Tennessee
$12.2M +$51K +102 +0.4%
DIM
1029
Delta Investment Management
California
$12.2M +$4.44M +8,882 +62%
AG
1030
Ascent Group
Virginia
$12.1M +$169K +337 +1%
EFS
1031
Essex Financial Services
Connecticut
$12.1M +$2.16M +4,322 +23%
CTWM
1032
Cherry Tree Wealth Management
Minnesota
$12.1M -$263K -526 -2%
BONH
1033
Bank of New Hampshire
New Hampshire
$12M +$2.07M +4,136 +22%
AF
1034
Apollon Financial
South Carolina
$12M +$3.21M +6,415 +39%
MPW
1035
MA Private Wealth
California
$12M -$517K -1,034 -4%
IGWM
1036
ICA Group Wealth Management
Colorado
$12M +$218K +435 +2%
SRC
1037
Shufro Rose & Co
New York
$12M +$11.4M +22,756 New
RW
1038
Regimen Wealth
Georgia
$11.9M -$224K -448 -2%
FG
1039
Fairman Group
Pennsylvania
$11.9M -$401K -801 -3%
GWMIA
1040
Global Wealth Management Investment Advisory
Florida
$11.9M +$196K +392 +2%
NSIM
1041
North Star Investment Management
Illinois
$11.9M +$570K +1,139 +5%
CT
1042
Colonial Trust
South Carolina
$11.9M +$567K +1,134 +5%
Empower Advisory Group
1043
Empower Advisory Group
Colorado
$11.9M -$493K -985 -4%
Nomura Asset Management
1044
Nomura Asset Management
Japan
$11.9M +$2.07M +4,140 +22%
MWM
1045
Mosley Wealth Management
California
$11.8M -$2.37M -4,736 -17%
NP
1046
NorthRock Partners
Minnesota
$11.8M +$6.35M +12,700 +131%
FPFS
1047
First Personal Financial Services
North Carolina
$11.8M +$325K +650 +3%
VWM
1048
Venturi Wealth Management
Texas
$11.8M -$4.22M -8,433 -27%
WP
1049
WealthPLAN Partners
Nebraska
$11.8M -$29.5K -59 -0.3%
SB
1050
Strategic Blueprint
Georgia
$11.7M +$716K +1,431 +7%