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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1151
Private Wealth Partners
California
$2.91M
BCA
1152
Bay Colony Advisors
Massachusetts
$2.9M +$76.9K +216 +3%
BFP
1153
Briaud Financial Planning
Texas
$2.9M -$2.65M -7,451 -95%
LI
1154
LVZ Inc
Michigan
$2.9M -$268K -752 -9%
MWM
1155
Marietta Wealth Management
Georgia
$2.87M +$286K +804 +12%
VWM
1156
Vigilare Wealth Management
Arizona
$2.87M +$125K +351 +5%
HBWM
1157
Hollow Brook Wealth Management
New York
$2.87M
MWP
1158
Meridian Wealth Partners
Pennsylvania
$2.86M +$243K +684 +10%
WPC
1159
White Pine Capital
Minnesota
$2.86M -$91.8K -258 -3%
Connor, Clark & Lunn Investment Management (CC&L)
1160
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.84M +$356K +1,000 +15%
DAS
1161
Dynamic Advisor Solutions
Arizona
$2.84M -$217K -610 -7%
CS
1162
Capital Square
Tennessee
$2.84M +$68.3K +192 +3%
DWM
1163
Dakota Wealth Management
Florida
$2.83M -$115K -324 -4%
PIMG
1164
Patriot Investment Management Group
Tennessee
$2.81M -$5.88M -16,521 -69%
MSAM
1165
Moloney Securities Asset Management
Missouri
$2.81M +$28.5K +80 +1%
NB
1166
Nicolet Bankshares
Wisconsin
$2.8M
VAS
1167
Vestmark Advisory Solutions
Massachusetts
$2.79M +$325K +913 +14%
AWA
1168
Alta Wealth Advisors
Massachusetts
$2.79M +$2.65M +7,435 New
AF
1169
Advisornet Financial
Minnesota
$2.77M -$639K -1,796 -20%
JAG
1170
Journey Advisory Group
Kentucky
$2.77M +$2.63M +7,390 New
CCT
1171
Chemung Canal Trust
New York
$2.77M +$51.6K +145 +2%
RC
1172
Roundview Capital
New Jersey
$2.75M +$34.2K +96 +1%
CNC
1173
Citizens & Northern Corp
Pennsylvania
$2.75M -$4.63K -13 -0.2%
Betterment LLC
1174
Betterment LLC
New York
$2.75M +$172K +483 +7%
HIM
1175
Hanlon Investment Management
New Jersey
$2.74M +$305K +856 +13%