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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
1076
Kooman & Associates
Pennsylvania
$12.3M -$8.9K -16 -0.1%
UWS
1077
Unique Wealth Strategies
Illinois
$12.3M +$1.28M +2,301 +12%
G
1078
GenTrust
Florida
$12.3M +$8.17M +14,702 +223%
OFG
1079
Omega Financial Group
California
$12.3M +$635K +1,142 +6%
WHG
1080
Westwood Holdings Group
Texas
$12.3M -$538K -968 -4%
MIA
1081
MainStreet Investment Advisors
Illinois
$12.3M -$454K -817 -4%
PWP
1082
Precedent Wealth Partners
Texas
$12.2M +$130K +234 +1%
VAM
1083
Verity Asset Management
North Carolina
$12.2M +$844K +1,518 +8%
ZF
1084
Zhang Financial
Michigan
$12.2M -$714K -1,285 -6%
ACM
1085
Armbruster Capital Management
New York
$12.2M +$74.5K +134 +0.6%
PIMG
1086
Patriot Investment Management Group
Tennessee
$12.1M -$20.6K -37 -0.2%
GHA
1087
Granite Harbor Advisors
Texas
$12.1M -$867K -1,559 -7%
CFG
1088
Cosner Financial Group
Colorado
$12.1M -$18.3K -33 -0.2%
WP
1089
WealthPLAN Partners
Nebraska
$12M -$1.39M -2,494 -11%
SR
1090
Syntax Research
Florida
$12M +$144K +259 +1%
MPW
1091
MA Private Wealth
California
$12M -$486K -874 -4%
Fiera Capital (Canada)
1092
Fiera Capital (Canada)
Quebec, Canada
$12M +$37.3K +67 +0.3%
DI
1093
DAGCO Inc
Ohio
$12M +$369K +664 +3%
TW
1094
TritonPoint Wealth
Maryland
$12M -$1.53M -2,744 -12%
OSAM
1095
O'Shaughnessy Asset Management
Connecticut
$11.9M +$725K +1,304 +7%
HGWM
1096
Horst & Graben Wealth Management
Oregon
$11.9M +$329K +591 +3%
BFA
1097
Bright Financial Advisors
Michigan
$11.9M +$312K +561 +3%
CASB
1098
Cape Ann Savings Bank
Massachusetts
$11.9M +$1.55M +2,788 +16%
CWM
1099
Congress Wealth Management
Massachusetts
$11.8M +$1.15M +2,077 +11%
UB
1100
Umpqua Bank
Oregon
$11.8M +$961K +1,728 +9%