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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1176
Annex Advisory Services
Wisconsin
$5.42M -$291K -651 -5%
BBWP
1177
Beacon Bridge Wealth Partners
Pennsylvania
$5.41M +$486K +1,086 +9%
PMFA
1178
Plante Moran Financial Advisors
Michigan
$5.4M -$145K -325 -3%
SWA
1179
Strata Wealth Advisors
Texas
$5.39M +$5.62M +12,562 New
AFS
1180
Annapolis Financial Services
Maryland
$5.39M -$39.8K -89 -0.7%
KIA
1181
KCM Investment Advisors
California
$5.36M -$407K -911 -7%
1IA
1182
1834 Investment Advisors
Wisconsin
$5.33M -$102K -228 -2%
KWA
1183
Kingswood Wealth Advisors
California
$5.32M +$4.48M +10,006 +418%
JSL
1184
JT Stratford LLC
Georgia
$5.32M +$2.76M +6,166 +99%
VCM
1185
Virtue Capital Management
Tennessee
$5.32M – – –
LIA
1186
Luken Investment Analytics
Tennessee
$5.24M -$1.87M -4,172 -25%
LFA
1187
Legacy Financial Advisors
Kentucky
$5.24M +$698K +1,561 +15%
GFG
1188
Goldstone Financial Group
Illinois
$5.23M +$491K +1,097 +10%
PG
1189
Patten Group
Tennessee
$5.22M +$131K +292 +2%
SWP
1190
Semus Wealth Partners
Florida
$5.21M +$475K +1,062 +10%
TC
1191
Trust Company
Kansas
$5.18M +$41.2K +92 +0.8%
PIA
1192
Perennial Investment Advisors
California
$5.17M +$212K +473 +4%
CAM
1193
Campion Asset Management
Virginia
$5.17M +$292K +652 +6%
Renaissance Technologies
1194
Renaissance Technologies
New York
$5.15M +$5.37M +12,000 New
WAL
1195
W Advisors LLC
Tennessee
$5.15M +$388K +868 +8%
WPC
1196
White Pine Capital
Minnesota
$5.15M +$618K +1,381 +13%
SFC
1197
Strategic Financial Concepts
Texas
$5.13M +$242K +542 +5%
WCG
1198
Wall Capital Group
Arizona
$5.12M -$284K -635 -5%
CIR
1199
Clear Investment Research
Georgia
$5.11M +$41.6K +93 +0.8%
RDIA
1200
RE Dickinson Investment Advisors
Iowa
$5.08M +$254K +568 +5%