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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFP
1201
Forbes Financial Planning
Rhode Island
$17.2M -$165K -226 -1%
SIS
1202
Sound Income Strategies
Florida
$17.2M +$2.23M +3,059 +15%
BFM
1203
Broadview Financial Management
Wisconsin
$17.2M -$289K -397 -2%
RDWM
1204
Red Door Wealth Management
Tennessee
$17.1M +$274K +376 +2%
PA
1205
PFG Advisors
Arizona
$17.1M -$1.76M -2,415 -10%
GBFG
1206
Gerald Baker Financial Group
Texas
$17M +$451K +620 +3%
RCG
1207
Rock Creek Group
District of Columbia
$17M -$7.48M -10,277 -31%
HAG
1208
HighPoint Advisor Group
Illinois
$17M +$475K +652 +3%
CAM
1209
Concorde Asset Management
Michigan
$16.9M +$1.26M +1,730 +8%
MFT
1210
Moisand Fitzgerald Tamayo
Florida
$16.8M -$337K -463 -2%
MWA
1211
Motive Wealth Advisors
Michigan
$16.8M -$18.9K -26 -0.1%
PFA
1212
Pinnacle Family Advisors
Missouri
$16.8M -$339K -465 -2%
FC
1213
Fusion Capital
South Carolina
$16.7M -$505K -694 -3%
SWP
1214
Strategic Wealth Partners
Ohio
$16.7M +$446K +612 +3%
GWM
1215
Greenhouse Wealth Management
Connecticut
$16.6M -$52.4K -72 -0.3%
Empower Advisory Group
1216
Empower Advisory Group
Colorado
$16.5M +$859K +1,180 +6%
IA
1217
IFG Advisory
Georgia
$16.5M +$15.9M +21,796 +10,185%
EI
1218
EFG International
$16.5M +$1.77M +2,433 +12%
PNC
1219
Park National Corp
Ohio
$16.5M -$31.3K -43 -0.2%
PRAG
1220
Portfolio Resources Advisor Group
Florida
$16.3M +$6.77M +9,299 +74%
Vanguard National Trust
1221
Vanguard National Trust
Pennsylvania
$16.3M -$235K -323 -1%
MWS
1222
MFA Wealth Services
California
$16.3M -$263K -361 -2%
OC
1223
Oarsman Capital
Wisconsin
$16.2M -$1.56M -2,147 -9%
LCG
1224
Lakeshore Capital Group
Illinois
$16.2M +$200K +274 +1%
LNWTC
1225
Laird Norton Wetherby Trust Company
Washington
$16.2M +$10.9K +15 +0.1%