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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1076
Ridgecrest Wealth Partners
California
$5.15M +$321K +780 +6%
SB
1077
Strategic Blueprint
Georgia
$5.15M -$663K -1,613 -11%
DWM
1078
Dakota Wealth Management
Florida
$5.13M +$1.19M +2,890 +27%
ESB
1079
Essex Savings Bank
Connecticut
$5.12M -$7.4K -18 -0.1%
JA
1080
JVL Associates
Michigan
$5.11M
AF
1081
Advisornet Financial
Minnesota
$5.09M +$998K +2,427 +22%
CIC
1082
Carnegie Investment Counsel
Ohio
$5.08M +$128K +310 +2%
FNBOSM
1083
First National Bank of South Miami
Florida
$5.07M -$98.7K -240 -2%
CIC
1084
Cutler Investment Counsel
Oregon
$5.05M +$183K +445 +3%
PO
1085
Private Ocean
California
$5.05M +$417K +1,014 +8%
APG
1086
Abacus Planning Group
South Carolina
$5.04M -$53.1K -129 -1%
AWS
1087
AJ Wealth Strategies
New York
$5.04M +$62.5K +152 +1%
FCA
1088
FLC Capital Advisors
California
$5.02M +$334K +812 +7%
WCM
1089
Wealthcare Capital Management
Virginia
$5.02M -$172K -418 -3%
AFS
1090
Annapolis Financial Services
Maryland
$5.02M -$151K -367 -3%
TWA
1091
TCI Wealth Advisors
Arizona
$5.01M -$72.8K -177 -1%
BB
1092
Berkshire Bank
Massachusetts
$5M -$1.94M -4,726 -26%
Bank Julius Baer & Co
1093
Bank Julius Baer & Co
Switzerland
$4.99M -$23.4M -56,825 -81%
PMFA
1094
Plante Moran Financial Advisors
Michigan
$4.98M +$115K +280 +2%
DC
1095
Davenport & Co
Virginia
$4.98M -$598K -1,454 -10%
TW
1096
Transform Wealth
Colorado
$4.97M +$1.1M +2,678 +26%
KWILP
1097
Kiwi Wealth Investments Limited Partnership
New Zealand
$4.96M -$17.4M -42,375 -76%
SAM
1098
S.A. Mason
Michigan
$4.94M +$286K +695 +6%
Natixis Advisors
1099
Natixis Advisors
Massachusetts
$4.93M -$532K -1,294 -9%
GIS
1100
Grayhawk Investment Strategies
Alberta, Canada
$4.93M +$4.16M +10,103 New