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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1276
Claro Advisors
Massachusetts
$13.1M +$897K +1,321 +7%
Welch Group
1277
Welch Group
Alabama
$13.1M +$601K +885 +5%
EFG
1278
Embree Financial Group
Illinois
$13.1M +$3.46M +5,088 +36%
RTL
1279
Red Tortoise LLC
Georgia
$13.1M -$238K -351 -2%
FFS
1280
Founders Financial Securities
Maryland
$13M +$3.34M +4,915 +35%
EWA
1281
Etesian Wealth Advisors
Oregon
$13M +$91K +134 +0.7%
Williams Jones Wealth Management
1282
Williams Jones Wealth Management
New York
$13M +$1.77M +2,602 +16%
AF
1283
ASL Financial
California
$13M +$12.9M +18,983 New
GWP
1284
Gateway Wealth Partners
Wisconsin
$13M +$1.24M +1,827 +11%
NS
1285
NBC Securities
Alabama
$13M +$54.3K +80 +0.4%
Y.D. More Investments
1286
Y.D. More Investments
Israel
$13M +$1.05M +1,545 +9%
Stephens Inc
1287
Stephens Inc
Arkansas
$12.9M +$2.46M +3,623 +24%
IAS
1288
Insigneo Advisory Services
Florida
$12.9M -$680K -1,001 -5%
PWP
1289
Precedent Wealth Partners
Texas
$12.8M -$337K -496 -3%
AWA
1290
Archvest Wealth Advisors
California
$12.7M +$486K +715 +4%
WMA
1291
Wealth Management Associates
New Jersey
$12.7M -$170K -250 -1%
OWCM
1292
One Wealth Capital Management
Arizona
$12.6M -$121K -178 -1%
NAS
1293
Nicolet Advisory Services
Wisconsin
$12.6M +$112K +165 +0.9%
HGWM
1294
Horst & Graben Wealth Management
Oregon
$12.6M -$75.4K -111 -0.6%
Welch & Forbes
1295
Welch & Forbes
Massachusetts
$12.6M +$604K +890 +5%
IW
1296
Instrumental Wealth
Florida
$12.5M +$2.3M +3,388 +23%
Bartlett & Co Wealth Management
1297
Bartlett & Co Wealth Management
Ohio
$12.5M +$123K +181 +1%
SB
1298
Simmons Bank
Arkansas
$12.4M +$113K +167 +0.9%
TVM
1299
True Vision MN
Minnesota
$12.4M +$8.83K +13 +0.1%
Sapient Capital
1300
Sapient Capital
Indiana
$12.4M +$987K +1,453 +9%