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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
1051
Independent Financial Group
California
$3.88M -$1.64M -4,604 -31%
KL
1052
KWMG LLC
Kansas
$3.87M -$108K -303 -3%
OPWM
1053
Oakwell Private Wealth Management
Texas
$3.86M +$3.66M +10,277 New
LP
1054
LGL Partners
Pennsylvania
$3.85M +$167K +468 +5%
RC
1055
Rinet Company
Massachusetts
$3.84M +$82.9K +233 +2%
RP
1056
Riverbridge Partners
Minnesota
$3.84M +$2.79M +7,828 +325%
FPWM
1057
FSB Premier Wealth Management
Iowa
$3.84M +$3.64M +10,230 New
MWM
1058
McNaughton Wealth Management
California
$3.84M +$2.18M +6,125 +150%
SB
1059
Sunflower Bank
Texas
$3.83M +$3.63M +10,201 New
RFA
1060
Radnor Financial Advisors
Pennsylvania
$3.82M +$79.7K +224 +2%
BO
1061
BRR OpCo
Ohio
$3.81M -$628K -1,764 -15%
ML
1062
McAdam LLC
Pennsylvania
$3.79M -$287K -806 -7%
MCM
1063
Mitchell Capital Management
Kansas
$3.76M -$285K -800 -7%
SAM
1064
S.A. Mason
Michigan
$3.75M +$219K +616 +7%
BWA
1065
Beam Wealth Advisors
Louisiana
$3.75M -$715K -2,008 -17%
Retirement Systems of Alabama
1066
Retirement Systems of Alabama
Alabama
$3.72M -$78.7K -221 -2%
WPP
1067
Whalerock Point Partners
Rhode Island
$3.72M +$2.32M +6,516 +192%
SIS
1068
Sound Income Strategies
Florida
$3.72M -$20.6K -58 -0.6%
SC
1069
Steph & Co
Wisconsin
$3.72M -$8.54K -24 -0.2%
AAM
1070
Autus Asset Management
Arizona
$3.7M -$208K -584 -6%
SWM
1071
Sanctuary Wealth Management
Idaho
$3.7M +$3.51M +9,865 New
PGA
1072
Portland Global Advisors
Maine
$3.7M +$135K +378 +4%
RRC
1073
Relaxing Retirement Coach
Massachusetts
$3.69M -$7.93M -22,271 -69%
SDWMA
1074
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.68M -$34.9K -98 -1%
CASB
1075
Cape Ann Savings Bank
Massachusetts
$3.67M +$3.48M +9,785 New