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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBT
1076
Montecito Bank & Trust
California
$17.7M +$261K +382 +1%
PCM
1077
Parsons Capital Management
Rhode Island
$17.7M +$1.63M +2,380 +10%
WWM
1078
Wiser Wealth Management
Georgia
$17.6M +$153K +224 +0.8%
PCA
1079
Pallas Capital Advisors
Massachusetts
$17.6M -$5.59M -8,191 -23%
GIC
1080
Generali Investments CEE
Czech Republic
$17.6M – – –
PWM
1081
Pines Wealth Management
North Carolina
$17.6M -$3.41M -4,988 -16%
IC
1082
Iconiq Capital
California
$17.6M – – –
BCM
1083
BTC Capital Management
Iowa
$17.6M -$145K -213 -0.8%
FCA
1084
Fortis Capital Advisors
Kansas
$17.6M +$4.35M +6,373 +31%
GWMIA
1085
Global Wealth Management Investment Advisory
Florida
$17.6M -$113K -165 -0.6%
BWM
1086
BCGM Wealth Management
Indiana
$17.5M -$311K -456 -2%
TCA
1087
Trifecta Capital Advisors
Illinois
$17.4M -$126K -185 -0.7%
MFG
1088
Mustico Financial Group
New York
$17.3M +$1.44M +2,114 +10%
LFWA
1089
LiftPoint Family Wealth Advisors
New Jersey
$17.3M +$2.73M +4,001 +18%
BCA
1090
Bay Colony Advisors
Massachusetts
$17.2M -$750K -1,098 -4%
SGCA
1091
Steel Grove Capital Advisors
Tennessee
$17.1M -$1.04M -1,522 -5%
HCM
1092
Highview Capital Management
Illinois
$17.1M +$1.09M +1,602 +7%
SFG
1093
Sovereign Financial Group
Connecticut
$17.1M +$505K +740 +3%
EFG
1094
Embree Financial Group
Illinois
$17.1M +$4.79M +7,012 +37%
EWM
1095
EPG Wealth Management
Georgia
$17M +$30.7K +45 +0.2%
GB
1096
Goepper Burkhardt
South Carolina
$16.9M +$1.47M +2,153 +9%
BCG
1097
Breakwater Capital Group
New Jersey
$16.8M +$643K +941 +4%
AFP
1098
Ausdal Financial Partners
Iowa
$16.8M -$637K -933 -3%
Barclays
1099
Barclays
United Kingdom
$16.8M -$45.9M -67,192 -72%
IWMWV
1100
Ironwood Wealth Management (West Virginia)
West Virginia
$16.8M -$117K -171 -0.7%