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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1051
Cooper Financial Group
California
$6.56M -$860K -2,228 -12%
4WM
1052
4J Wealth Management
Virginia
$6.56M -$90.3K -234 -1%
DT
1053
Daniels + Tansey
Delaware
$6.55M -$6.95K -18 -0.1%
KCM
1054
Kennicott Capital Management
California
$6.42M -$6.82M -17,669 -51%
CC
1055
Chicago Capital
Illinois
$6.39M +$32.8K +85 +0.5%
Betterment LLC
1056
Betterment LLC
New York
$6.38M +$1.43M +3,706 +29%
KC
1057
Kingfisher Capital
North Carolina
$6.36M -$1.16M -2,994 -15%
PCP
1058
Proficio Capital Partners
Massachusetts
$6.36M
CIAS
1059
Capital Investment Advisory Services
North Carolina
$6.34M +$1.73M +4,488 +37%
BFA
1060
BBJS Financial Advisors
Washington
$6.3M +$6.33M +16,401 New
WCWM
1061
Wooster Corthell Wealth Management
Connecticut
$6.3M -$54.4K -141 -0.9%
TWM
1062
Thrive Wealth Management
Pennsylvania
$6.29M +$4.82M +12,502 +322%
WAOI
1063
Wealth Advisors of Iowa
Iowa
$6.28M -$4.57M -11,832 -42%
T
1064
TrueFG
Texas
$6.27M -$39K -101 -0.6%
JIP
1065
Jaffetilchin Investment Partners
Florida
$6.26M +$68.7K +178 +1%
BWM
1066
Boyd Wealth Management
California
$6.24M -$537K -1,391 -8%
Natixis Advisors
1067
Natixis Advisors
Massachusetts
$6.24M -$2.06M -5,347 -25%
NL
1068
NEPC LLC
Massachusetts
$6.23M +$772 +2 +0%
BONH
1069
Bank of New Hampshire
New Hampshire
$6.23M -$611K -1,582 -9%
FB
1070
Fulton Bank
Pennsylvania
$6.21M +$1.53M +3,958 +32%
MWM
1071
Maripau Wealth Management
Indiana
$6.19M +$9.65K +25 +0.2%
RTL
1072
Red Tortoise LLC
Georgia
$6.18M +$6.21M +16,080 New
SFG
1073
Sunburst Financial Group
Alabama
$6.14M +$85.3K +221 +1%
WP
1074
WMS Partners
Maryland
$6.13M -$23.2K -60 -0.4%
RW
1075
Regimen Wealth
Georgia
$6.13M +$6.16M +15,973 New