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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
1176
Atlantic Edge Private Wealth Management
Florida
$16M +$419K +617 +3%
MFT
1177
Moisand Fitzgerald Tamayo
Florida
$15.9M -$434K -639 -3%
GAG
1178
GM Advisory Group
New York
$15.9M +$1.9M +2,802 +14%
MCWA
1179
Meadow Creek Wealth Advisors
Georgia
$15.7M +$1.34M +1,975 +9%
JHCP
1180
Jackson Hole Capital Partners
Oklahoma
$15.7M +$253K +372 +2%
Capital Fund Management (CFM)
1181
Capital Fund Management (CFM)
France
$15.6M +$3.73M +5,500 +32%
FFP
1182
Forbes Financial Planning
Rhode Island
$15.6M +$624K +919 +4%
MFG
1183
Mustico Financial Group
New York
$15.4M +$1.81M +2,664 +14%
Fiera Capital (Canada)
1184
Fiera Capital (Canada)
Quebec, Canada
$15.4M +$298K +439 +2%
SC
1185
Sierra Capital
Florida
$15.4M -$132K -195 -0.9%
SMA
1186
Seven Mile Advisory
New Jersey
$15.4M -$653K -962 -4%
CIAS
1187
Capital Investment Advisory Services
North Carolina
$15.4M +$87.6K +129 +0.6%
MWA
1188
Motive Wealth Advisors
Michigan
$15.4M – – –
LFWA
1189
LiftPoint Family Wealth Advisors
New Jersey
$15.4M +$15.2M +22,412 New
BHPW
1190
Box Hill Private Wealth
Arizona
$15.3M +$15.2M +22,390 New
X
1191
Xponance
Pennsylvania
$15.3M +$1.3M +1,913 +9%
TWM
1192
TSA Wealth Management
Texas
$15.3M -$156K -230 -1%
REMPR
1193
Roof Eidam Maycock Peralta (REMP)
California
$15.3M +$158K +232 +1%
EFA
1194
Evernest Financial Advisors
Indiana
$15.3M -$3.43M -5,048 -19%
GWM
1195
Greenhouse Wealth Management
Connecticut
$15.3M +$23.1K +34 +0.2%
PM
1196
Pembroke Management
Quebec, Canada
$15.3M -$44.1K -65 -0.3%
BHWM
1197
Bay Harbor Wealth Management
Maryland
$15.2M +$294K +433 +2%
TW
1198
Tempo Wealth
Ohio
$15.2M +$15.1M +22,209 New
OFG
1199
Omega Financial Group
California
$15.1M +$61.1K +90 +0.4%
HAG
1200
HighPoint Advisor Group
Illinois
$15.1M +$15M +22,056 New