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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1IA
1101
1834 Investment Advisors
Wisconsin
$6.03M -$191K -426 -3%
VAS
1102
Vestmark Advisory Solutions
Massachusetts
$6.03M -$1.9M -4,243 -24%
CPW
1103
Catalyst Private Wealth
California
$5.97M +$5.4M +12,074 +1,109%
AWS
1104
AJ Wealth Strategies
New York
$5.96M +$597K +1,334 +11%
SG Americas Securities
1105
SG Americas Securities
New York
$5.95M +$5.87M +13,121 New
CIC
1106
Carnegie Investment Counsel
Ohio
$5.94M +$312K +698 +6%
LWMNY
1107
Landmark Wealth Management (New York)
New York
$5.93M +$396K +885 +7%
SFPG
1108
Stonebridge Financial Planning Group
Florida
$5.93M -$35.8K -80 -0.6%
QC
1109
Quent Capital
New York
$5.87M +$193K +431 +3%
BONH
1110
Bank of New Hampshire
New Hampshire
$5.85M -$725K -1,621 -11%
CIC
1111
Cutler Investment Counsel
Oregon
$5.84M +$4.22M +9,436 +275%
PMFA
1112
Plante Moran Financial Advisors
Michigan
$5.83M -$2.05M -4,578 -26%
RWP
1113
Ridgecrest Wealth Partners
California
$5.81M +$43.4K +97 +0.8%
MWM
1114
Meridian Wealth Management
Kentucky
$5.8M +$151K +338 +3%
TC
1115
Trust Company
Kansas
$5.8M -$58.1K -130 -1%
WP
1116
WealthSource Partners
California
$5.79M -$353K -789 -6%
MCM
1117
Maryland Capital Management
Maryland
$5.79M +$598K +1,337 +12%
AT
1118
American Trust
Kentucky
$5.79M +$4.82M +10,779 +545%
EWM
1119
Empirical Wealth Management
Washington
$5.78M -$113K -252 -2%
IIC
1120
Ironwood Investment Counsel
Arizona
$5.76M -$795K -1,777 -12%
SWA
1121
Sax Wealth Advisors
New Jersey
$5.75M +$238K +532 +4%
OPWM
1122
Oxinas Partners Wealth Management
Indiana
$5.72M -$202K -452 -3%
MWPCG
1123
Measured Wealth Private Client Group
New Hampshire
$5.71M -$366K -818 -6%
AIP
1124
Almanack Investment Partners
Pennsylvania
$5.71M -$1.48M -3,303 -21%
GM
1125
GeoWealth Management
Illinois
$5.65M -$1.76M -3,940 -24%