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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1276
Embree Financial Group
Illinois
$13.1M +$3.46M +5,088 +36%
RTL
1277
Red Tortoise LLC
Georgia
$13.1M -$238K -351 -2%
FFS
1278
Founders Financial Securities
Maryland
$13M +$3.34M +4,915 +35%
EWA
1279
Etesian Wealth Advisors
Oregon
$13M +$91K +134 +0.7%
WJWM
1280
Williams Jones Wealth Management
New York
$13M +$1.77M +2,602 +16%
AF
1281
ASL Financial
California
$13M +$12.9M +18,983 New
GWP
1282
Gateway Wealth Partners
Wisconsin
$13M +$1.24M +1,827 +11%
NS
1283
NBC Securities
Alabama
$13M +$54.3K +80 +0.4%
YDMI
1284
Y.D. More Investments
Israel
$13M +$1.05M +1,545 +9%
SI
1285
Stephens Inc
Arkansas
$12.9M +$2.46M +3,623 +24%
IAS
1286
Insigneo Advisory Services
Florida
$12.9M -$680K -1,001 -5%
PWP
1287
Precedent Wealth Partners
Texas
$12.8M -$337K -496 -3%
AWA
1288
Archvest Wealth Advisors
California
$12.7M +$486K +715 +4%
WMA
1289
Wealth Management Associates
New Jersey
$12.7M -$170K -250 -1%
OWCM
1290
One Wealth Capital Management
Arizona
$12.6M -$121K -178 -1%
NAS
1291
Nicolet Advisory Services
Wisconsin
$12.6M +$112K +165 +0.9%
HGWM
1292
Horst & Graben Wealth Management
Oregon
$12.6M -$75.4K -111 -0.6%
WF
1293
Welch & Forbes
Massachusetts
$12.6M +$604K +890 +5%
IW
1294
Instrumental Wealth
Florida
$12.5M +$2.3M +3,388 +23%
BCWM
1295
Bartlett & Co Wealth Management
Ohio
$12.5M +$123K +181 +1%
SB
1296
Simmons Bank
Arkansas
$12.4M +$113K +167 +0.9%
TVM
1297
True Vision MN
Minnesota
$12.4M +$8.83K +13 +0.1%
SC
1298
Sapient Capital
Indiana
$12.4M +$987K +1,453 +9%
NYLIM
1299
New York Life Investment Management
New York
$12.3M +$4.61M +6,792 +61%
LI
1300
Louisbourg Investments
New Brunswick, Canada
$12.2M -$353K -520 -3%