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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1226
Massachusetts Financial Services
Massachusetts
$2.6M +$754K +1,947 +42%
RW
1227
Rede Wealth
Virginia
$2.6M +$10.1K +26 +0.4%
SCG
1228
Sonata Capital Group
Washington
$2.6M
UR
1229
USCA RIA
Texas
$2.6M +$83.6K +216 +3%
OC
1230
Oakworth Capital
Alabama
$2.6M -$294K -760 -10%
CPFP
1231
Clear Perspectives Financial Planning
Ohio
$2.59M -$41K -106 -2%
AF
1232
Affiance Financial
Minnesota
$2.58M +$13.2K +34 +0.5%
AIA
1233
Arcadia Investment Advisors
Idaho
$2.57M -$6.58K -17 -0.3%
HPC
1234
HM Payson & Co
Maine
$2.56M +$1.85M +4,780 +287%
EWA
1235
Encompass Wealth Advisors
Oregon
$2.55M +$154K +399 +7%
IAS
1236
IMA Advisory Services
Colorado
$2.54M
LFA
1237
Legacy Financial Advisors
Kentucky
$2.54M +$173K +447 +8%
EIP
1238
Ellis Investment Partners
Pennsylvania
$2.54M +$114K +295 +5%
NFG
1239
Nadler Financial Group
Illinois
$2.54M +$628K +1,621 +34%
SWM
1240
Soundmark Wealth Management
Washington
$2.54M -$89K -230 -3%
CWM
1241
Centric Wealth Management
Illinois
$2.52M -$8.52K -22 -0.3%
MOACM
1242
Mutual of America Capital Management
New York
$2.52M -$2.16M -5,582 -47%
OIM
1243
Opus Investment Management
Massachusetts
$2.52M -$3.51M -9,070 -59%
BAM
1244
Belpointe Asset Management
Nevada
$2.52M -$295K -761 -11%
RCWMU
1245
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.49M +$331K +856 +16%
VWM
1246
Vigilare Wealth Management
Arizona
$2.49M -$536K -1,385 -18%
BFP
1247
Briaud Financial Planning
Texas
$2.49M +$2.28M +5,880 +1,568%
SWA
1248
SOA Wealth Advisors
New York
$2.48M +$12.4K +32 +0.5%
ATWA
1249
Arbor Trust Wealth Advisors
Michigan
$2.46M -$46.5K -120 -2%
CF
1250
Corrigan Financial
Rhode Island
$2.45M -$177K -457 -7%