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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1201
Strategic Wealth Partners
Ohio
$14.1M +$798K +1,169 +6%
GA
1202
GFS Advisors
Texas
$14.1M -$78.5K -115 -0.5%
SI
1203
Stephens Inc
Arkansas
$14.1M +$1.85M +2,705 +14%
LNWTC
1204
Laird Norton Wetherby Trust Company
Washington
$14.1M +$539K +790 +4%
PWA
1205
Peterson Wealth Advisors
Utah
$14M -$2.18M -3,186 -13%
BFA
1206
Bright Financial Advisors
Michigan
$14M +$358K +524 +2%
CWAI
1207
Core Wealth Advisors (Indiana)
Indiana
$14M +$3.44M +5,032 +31%
G
1208
GenTrust
Florida
$14M -$1.89M -2,769 -11%
DA
1209
Doliver Advisors
Texas
$14M +$531K +777 +4%
LCG
1210
Lakeshore Capital Group
Illinois
$14M +$68.3K +100 +0.5%
CFG
1211
Cosner Financial Group
Colorado
$14M +$193K +282 +1%
TWM
1212
TSA Wealth Management
Texas
$13.9M -$708K -1,037 -5%
Fiera Capital (Canada)
1213
Fiera Capital (Canada)
Quebec, Canada
$13.9M -$806K -1,180 -5%
KA
1214
Kooman & Associates
Pennsylvania
$13.8M +$234K +342 +2%
PHAM
1215
Palisades Hudson Asset Management
Florida
$13.8M -$23.2K -34 -0.2%
X
1216
Xponance
Pennsylvania
$13.7M -$917K -1,343 -6%
SC
1217
Sierra Capital
Florida
$13.7M -$1.01M -1,474 -7%
JFG
1218
JDM Financial Group
Texas
$13.7M -$201K -295 -1%
DWM
1219
DecisionMap Wealth Management
Virginia
$13.7M +$152K +223 +1%
NYLIM
1220
New York Life Investment Management
New York
$13.7M +$2.07M +3,026 +17%
PF
1221
PlanWiser Financial
Colorado
$13.7M -$1.31M -1,921 -9%
CAM
1222
Concorde Asset Management
Michigan
$13.7M +$152K +222 +1%
SC
1223
Sepio Capital
Utah
$13.6M +$7.24M +10,608 +104%
CA
1224
Claro Advisors
Massachusetts
$13.6M +$1.14M +1,670 +9%
SS
1225
Sound Stewardship
Kansas
$13.6M +$465K +681 +3%