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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1201
Sage Financial Group
Pennsylvania
$4.37M +$53.3K +133 +1%
TFCP
1202
Twin Focus Capital Partners
Massachusetts
$4.37M -$4.01K -10 -0.1%
ICP
1203
Interchange Capital Partners
Pennsylvania
$4.35M +$419K +1,045 +11%
Kovitz Investment Group Partners
1204
Kovitz Investment Group Partners
Illinois
$4.34M +$3.28M +8,179 +344%
JFA
1205
JNBA Financial Advisors
Minnesota
$4.33M -$142K -354 -3%
EP
1206
Essential Planning
New Hampshire
$4.33M +$158K +395 +4%
FNBOSM
1207
First National Bank of South Miami
Florida
$4.3M -$119K -298 -3%
SWP
1208
Semus Wealth Partners
Florida
$4.3M -$95.4K -238 -2%
AWA
1209
Authentikos Wealth Advisory
California
$4.29M +$4.47M +11,155 New
DA
1210
Doliver Advisors
Texas
$4.27M -$51.7K -129 -1%
BB
1211
Berkshire Bank
Massachusetts
$4.27M -$436K -1,087 -9%
WP
1212
Westmount Partners
California
$4.25M +$50.5K +126 +1%
SC
1213
Steph & Co
Wisconsin
$4.24M -$18K -45 -0.4%
MWPCG
1214
Measured Wealth Private Client Group
New Hampshire
$4.22M -$38.9K -97 -0.9%
WB
1215
West Bancorporation
Iowa
$4.2M -$89.4K -223 -2%
ASW
1216
Astoria Strategic Wealth
Texas
$4.2M +$145K +361 +4%
IUHSA
1217
Itau Unibanco Holding S.A.
Brazil
$4.18M +$3.95M +9,863 New
HIM
1218
Hanlon Investment Management
New Jersey
$4.17M -$61.7K -154 -1%
CCC
1219
Chelsea Counsel Company
California
$4.15M – – –
LFA
1220
Legacy Financial Advisors
Kentucky
$4.14M +$253K +630 +7%
PWA
1221
Peterson Wealth Advisors
Utah
$4.13M -$2.41K -6 -0.1%
FPAS
1222
Focus Partners Advisor Solutions
Missouri
$4.12M -$17.3M -43,274 -81%
WCM
1223
Windham Capital Management
Massachusetts
$4.11M -$22.1K -55 -0.5%
WPP
1224
Whalerock Point Partners
Rhode Island
$4.09M +$44.1K +110 +1%
AIA
1225
Armor Investment Advisors
North Carolina
$4.07M +$559K +1,395 +16%