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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
1301
Latitude Advisors
Florida
$14.4M -$808K -1,109 -5%
EWA
1302
Etesian Wealth Advisors
Oregon
$14.4M -$478K -657 -3%
IW
1303
Instrumental Wealth
Florida
$14.3M +$549K +754 +4%
WJWM
1304
Williams Jones Wealth Management
New York
$14.3M -$16K -22 -0.1%
CWA
1305
Centennial Wealth Advisory
Michigan
$14.3M -$241K -331 -2%
PF
1306
PlanWiser Financial
Colorado
$14.2M -$307K -421 -2%
Fisher Asset Management
1307
Fisher Asset Management
Washington
$14.2M +$5.15M +7,079 +59%
Renaissance Technologies
1308
Renaissance Technologies
New York
$14.2M +$13.8M +18,980 New
IAIM
1309
International Assets Investment Management
Florida
$14.2M +$4.64M +6,373 +51%
WMA
1310
Wealth Management Associates
New Jersey
$14.1M +$2.91K +4 +0%
NFSG
1311
Newbridge Financial Services Group
Florida
$14.1M +$542K +744 +4%
NBWM
1312
North Berkeley Wealth Management
California
$14.1M +$4.9M +6,730 +56%
Bank Julius Baer & Co
1313
Bank Julius Baer & Co
Switzerland
$14M +$2.99M +4,109 +28%
MAM
1314
Milestone Asset Management
Pennsylvania
$14M +$7.97M +10,942 +140%
BIS
1315
BG Investment Services
Guam
$14M -$511K -702 -4%
WF
1316
Wayfinding Financial
Washington
$14M +$1.62M +2,218 +13%
GKIM
1317
GW&K Investment Management
Massachusetts
$14M +$56.1K +77 +0.4%
HGWM
1318
Horst & Graben Wealth Management
Oregon
$13.9M +$79.4K +109 +0.6%
PP
1319
Postrock Partners
Oregon
$13.9M +$757K +1,039 +6%
MWM
1320
MinichMacGregor Wealth Management
New York
$13.9M +$307K +422 +2%
EMCIP
1321
Ewing Morris & Co Investment Partners
Ontario, Canada
$13.8M +$906K +1,244 +7%
IAS
1322
Integrity Advisory Solutions
Texas
$13.7M +$1.33M +1,828 +11%
SB
1323
Simmons Bank
Arkansas
$13.7M +$283K +389 +2%
MWM
1324
MBE Wealth Management
Wisconsin
$13.7M -$36.4K -50 -0.3%
SR
1325
Syntax Research
Florida
$13.7M -$127K -175 -0.9%