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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
1201
Red Door Wealth Management
Tennessee
$15.1M +$2.66M +3,921 +22%
OMC
1202
Old Mission Capital
Illinois
$15M +$8.08M +11,897 +118%
ES
1203
ETF Store
Kansas
$15M -$238K -351 -2%
MWS
1204
MFA Wealth Services
California
$15M +$50.3K +74 +0.3%
CWM
1205
Centurion Wealth Management
Virginia
$15M +$152K +224 +1%
CWM
1206
CIBC World Markets
New York
$14.9M +$14.8M +21,779 New
GA
1207
GFS Advisors
Texas
$14.9M -$8.15K -12 -0.1%
NB
1208
Northwest Bancshares
Pennsylvania
$14.9M -$1.04M -1,535 -7%
GAM
1209
Gould Asset Management
California
$14.9M -$737K -1,086 -5%
EWM
1210
Empirical Wealth Management
Washington
$14.8M +$46.9K +69 +0.3%
CAM
1211
Campion Asset Management
Virginia
$14.8M +$3.43M +5,057 +31%
NSIM
1212
North Star Investment Management
Illinois
$14.7M -$347K -511 -2%
PNC
1213
Park National Corp
Ohio
$14.7M -$114K -168 -0.8%
SAM
1214
Secure Asset Management
Michigan
$14.7M +$173K +255 +1%
PF
1215
PlanWiser Financial
Colorado
$14.7M +$1.81M +2,669 +14%
CCM
1216
Canal Capital Management
Virginia
$14.7M -$1.76M -2,587 -11%
IJWM
1217
Inman Jager Wealth Management
Mississippi
$14.7M +$1.6M +2,355 +12%
CAM
1218
Cobblestone Asset Management
Virginia
$14.6M +$97.1K +143 +0.7%
PTC
1219
Private Trust Company
Ohio
$14.6M -$1.56M -2,292 -10%
LCG
1220
Lakeshore Capital Group
Illinois
$14.6M -$352K -518 -2%
JFG
1221
JDM Financial Group
Texas
$14.6M -$678K -998 -4%
PW
1222
Pandora Wealth
Illinois
$14.6M +$41.4K +61 +0.3%
FAL
1223
Focused Alpha LLC
Colorado
$14.5M +$14.4M +21,192 New
TFS
1224
Thoroughbred Financial Services
Tennessee
$14.5M +$241K +355 +2%
PHAM
1225
Palisades Hudson Asset Management
Florida
$14.5M -$5.42M -7,982 -27%