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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEGWA
1126
New England Guild Wealth Advisors
Connecticut
$5.63M -$40.7K -91 -0.7%
Betterment LLC
1127
Betterment LLC
New York
$5.62M +$811K +1,814 +17%
CFA
1128
Cahill Financial Advisors
Minnesota
$5.61M +$78.3K +175 +1%
SAM
1129
S.A. Mason
Michigan
$5.6M +$73.8K +165 +1%
CWA
1130
Centennial Wealth Advisory
Michigan
$5.59M -$5.82M -13,003 -51%
PO
1131
Private Ocean
California
$5.58M -$855K -1,912 -13%
SWPG
1132
Strategic Wealth Partners Group
Illinois
$5.52M -$325K -727 -6%
JAG
1133
Journey Advisory Group
Kentucky
$5.51M +$1.23M +2,747 +29%
WB
1134
West Bancorporation
Iowa
$5.49M -$103K -231 -2%
OIS
1135
Okabena Investment Services
Minnesota
$5.48M
PFA
1136
Pure Financial Advisors
California
$5.47M +$952K +2,128 +21%
BWA
1137
BlueSky Wealth Advisors
North Carolina
$5.46M -$152K -339 -3%
GKWIM
1138
Gerber Kawasaki Wealth & Investment Management
California
$5.45M -$64.8K -145 -1%
SIC
1139
Sterling Investment Counsel
New York
$5.44M +$297K +664 +6%
MPM
1140
Meritage Portfolio Management
Kansas
$5.44M -$19.2K -43 -0.4%
RFA
1141
Radnor Financial Advisors
Pennsylvania
$5.43M +$982K +2,196 +22%
LNWTC
1142
Laird Norton Wetherby Trust Company
Washington
$5.42M -$50.5K -113 -0.9%
AWM
1143
Axxcess Wealth Management
California
$5.4M -$389K -869 -7%
GLLW
1144
Graves Light Lenhart Wealth
Virginia
$5.4M +$84.5K +189 +2%
GP
1145
Geneva Partners
Wisconsin
$5.39M -$1.07M -2,398 -17%
JFA
1146
JNBA Financial Advisors
Minnesota
$5.37M -$1.32M -2,958 -20%
BAMG
1147
Brand Asset Management Group
Missouri
$5.34M +$163K +364 +3%
BI
1148
Berkeley Inc
Idaho
$5.3M +$26.8K +60 +0.5%
CIR
1149
Clear Investment Research
Georgia
$5.3M -$430K -961 -8%
SF
1150
Symphony Financial
Texas
$5.3M +$342K +764 +7%