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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
1226
Tyler-Stone Wealth Management
Ohio
$4.5M +$4.35M +9,437 New
PCS
1227
Personal CFO Solutions
New Jersey
$4.5M -$59.9K -130 -1%
JAG
1228
Journey Advisory Group
Kentucky
$4.49M +$466K +1,012 +12%
FB
1229
Fulton Bank
Pennsylvania
$4.48M +$10.6K +23 +0.2%
AF
1230
Advisornet Financial
Minnesota
$4.48M -$183K -397 -4%
Nuveen
1231
Nuveen
North Carolina
$4.48M – – –
AAM
1232
Autus Asset Management
Arizona
$4.47M -$205K -445 -5%
BFS
1233
Bradley Foster & Sargent
Connecticut
$4.47M +$3.15M +6,838 +270%
MFP
1234
Meridian Financial Partners
Virginia
$4.46M -$8.29K -18 -0.2%
AG
1235
Ascent Group
Virginia
$4.46M +$4.67M +10,137 New
CASB
1236
Cape Ann Savings Bank
Massachusetts
$4.41M -$212K -459 -5%
FG
1237
Fiduciary Group
Georgia
$4.4M +$44.7K +97 +1%
SFP
1238
Shepherd Financial Partners
Massachusetts
$4.4M +$1.86M +4,029 +78%
FPS
1239
Fieldpoint Private Securities
Connecticut
$4.38M +$236K +512 +6%
BO
1240
BRR OpCo
Ohio
$4.38M -$238K -517 -5%
FFM
1241
Forum Financial Management
Illinois
$4.38M +$4.23M +9,172 New
MFC
1242
Mechanics Financial Corp
Ohio
$4.37M +$4.22M +9,153 New
BAS
1243
Brown Advisory Securities
Maryland
$4.36M -$513K -1,113 -11%
SSWG
1244
Seven Springs Wealth Group
Tennessee
$4.36M +$440K +955 +12%
WCG
1245
Wall Capital Group
Arizona
$4.35M +$4.2M +9,122 New
KCM
1246
Karp Capital Management
California
$4.35M -$461 -1 -0%
EW
1247
Emerson Wealth
Michigan
$4.33M – – –
CAM
1248
Campion Asset Management
Virginia
$4.32M +$70K +152 +2%
RDWM
1249
Red Door Wealth Management
Tennessee
$4.32M -$15.2K -33 -0.4%
LWP
1250
Laurel Wealth Planning
Minnesota
$4.31M -$806K -1,750 -16%