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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1126
Mission Wealth Management
California
$13.4M +$3.38M +5,708 +33%
UB
1127
Umpqua Bank
Oregon
$13.4M +$1.49M +2,512 +12%
PHAM
1128
Palisades Hudson Asset Management
Florida
$13.4M -$318K -537 -2%
X
1129
Xponance
Pennsylvania
$13.3M -$1.61M -2,717 -11%
OAM
1130
Ostrum Asset Management
France
$13.3M
GWANC
1131
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.2M +$12.8M +21,706 +2,769%
LT
1132
Legacy Trust
Michigan
$13.2M +$373K +631 +3%
DIM
1133
Delta Investment Management
California
$13.1M -$1.03M -1,738 -7%
PTC
1134
Private Trust Company
Ohio
$13.1M +$1.55M +2,612 +13%
JHCP
1135
Jackson Hole Capital Partners
Oklahoma
$13.1M -$233K -394 -2%
CTWM
1136
Cherry Tree Wealth Management
Minnesota
$13M -$553K -935 -4%
First Trust Advisors
1137
First Trust Advisors
Illinois
$12.9M +$13M +21,985 New
TPWA
1138
Twin Peaks Wealth Advisors
California
$12.9M +$981K +1,657 +8%
SG Americas Securities
1139
SG Americas Securities
New York
$12.9M -$227M -383,900 -95%
VT
1140
Vise Technologies
New York
$12.9M +$7.48M +12,643 +137%
VVP
1141
Venture Visionary Partners
Ohio
$12.9M +$219K +370 +2%
BWCS
1142
Beirne Wealth Consulting Services
Connecticut
$12.8M -$81.7K -138 -0.6%
NRA
1143
NSI Retail Advisors
Pennsylvania
$12.8M -$474K -800 -4%
REMPR
1144
Roof Eidam Maycock Peralta (REMP)
California
$12.8M -$149K -252 -1%
CAM
1145
Concorde Asset Management
Michigan
$12.7M -$313K -529 -2%
Koshinski Asset Management
1146
Koshinski Asset Management
Illinois
$12.7M -$669K -1,130 -5%
PVI
1147
Pine Valley Investments
New Jersey
$12.7M -$1.49M -2,524 -10%
CPA
1148
Capital Performance Advisors
California
$12.7M -$188K -317 -1%
OFG
1149
Omega Financial Group
California
$12.7M +$127K +214 +1%
BCG
1150
Breakwater Capital Group
New Jersey
$12.6M -$25.5K -43 -0.2%