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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1151
Cyndeo Wealth Partners
Florida
$16.5M +$244K +360 +2%
YIA
1152
YHB Investment Advisors
Connecticut
$16.4M +$943K +1,389 +6%
AHC
1153
Anderson Hoagland & Co
Missouri
$16.4M -$130K -192 -0.8%
LFS
1154
Lutz Financial Services
Nebraska
$16.4M +$152K +224 +0.9%
CG
1155
Caprock Group
Idaho
$16.4M +$440K +648 +3%
DCM
1156
Disciplina Capital Management
Tennessee
$16.4M
DIM
1157
Delta Investment Management
California
$16.3M +$1.76M +2,594 +12%
FNT
1158
First National Trust
Pennsylvania
$16.3M +$373K +550 +2%
PCP
1159
Proficio Capital Partners
Massachusetts
$16.2M +$1.65M +2,425 +11%
NA
1160
Nordwand Advisors
Pennsylvania
$16.2M +$2.78M +4,095 +21%
CWM
1161
Contango Wealth Management
California
$16.2M +$16.1M +23,661 New
FHA
1162
Flagship Harbor Advisors
Massachusetts
$16.2M +$599K +882 +4%
IAG
1163
Investment Advisory Group
Massachusetts
$16.2M +$490K +722 +3%
GB
1164
Goepper Burkhardt
South Carolina
$16.2M +$2.89M +4,263 +22%
WP
1165
WealthPLAN Partners
Nebraska
$16.1M +$1.62M +2,380 +11%
BFM
1166
Broadview Financial Management
Wisconsin
$16.1M -$175K -257 -1%
FC
1167
Fusion Capital
South Carolina
$16.1M +$188K +277 +1%
CGPCS
1168
Capital Group Private Client Services
California
$16.1M +$1.71M +2,519 +12%
GPW
1169
Genesis Private Wealth
Virginia
$16M +$15.9M +23,414 New
BF
1170
Baring Financial
Washington
$16M +$5.12M +7,537 +48%
First Trust Advisors
1171
First Trust Advisors
Illinois
$16M +$11.3M +16,662 +247%
ISL
1172
Ingalls & Snyder LLC
New York
$16M +$515K +758 +3%
PFA
1173
Pinnacle Family Advisors
Missouri
$16M -$120K -176 -0.7%
AEPWM
1174
Atlantic Edge Private Wealth Management
Florida
$16M +$419K +617 +3%
MFT
1175
Moisand Fitzgerald Tamayo
Florida
$15.9M -$434K -639 -3%