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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
1301
Wealth Management Associates
New Jersey
$14.1M +$2.91K +4 +0%
NFSG
1302
Newbridge Financial Services Group
Florida
$14.1M +$542K +744 +4%
NBWM
1303
North Berkeley Wealth Management
California
$14.1M +$4.9M +6,730 +56%
Bank Julius Baer & Co
1304
Bank Julius Baer & Co
Switzerland
$14M +$2.99M +4,109 +28%
MAM
1305
Milestone Asset Management
Pennsylvania
$14M +$7.97M +10,942 +140%
BIS
1306
BG Investment Services
Guam
$14M -$511K -702 -4%
WF
1307
Wayfinding Financial
Washington
$14M +$1.62M +2,218 +13%
GKIM
1308
GW&K Investment Management
Massachusetts
$14M +$56.1K +77 +0.4%
HGWM
1309
Horst & Graben Wealth Management
Oregon
$13.9M +$79.4K +109 +0.6%
PP
1310
Postrock Partners
Oregon
$13.9M +$757K +1,039 +6%
MWM
1311
MinichMacGregor Wealth Management
New York
$13.9M +$307K +422 +2%
EMCIP
1312
Ewing Morris & Co Investment Partners
Ontario, Canada
$13.8M +$906K +1,244 +7%
IAS
1313
Integrity Advisory Solutions
Texas
$13.7M +$1.33M +1,828 +11%
SB
1314
Simmons Bank
Arkansas
$13.7M +$283K +389 +2%
MWM
1315
MBE Wealth Management
Wisconsin
$13.7M -$36.4K -50 -0.3%
SR
1316
Syntax Research
Florida
$13.7M -$127K -175 -0.9%
WG
1317
Welch Group
Alabama
$13.7M -$13.8K -19 -0.1%
AA
1318
Argent Advisors
Louisiana
$13.6M +$181K +249 +1%
GPA
1319
Garrison Point Advisors
California
$13.5M +$845K +1,160 +7%
SF
1320
Symphony Financial
Texas
$13.4M +$562K +772 +4%
ARG
1321
Advisory Resource Group
Oklahoma
$13.4M +$591K +811 +5%
YAIA
1322
Yanni & Associates Investment Advisors
Pennsylvania
$13.4M -$80.1K -110 -0.6%
PWA
1323
Pitcairn Wealth Advisors
Pennsylvania
$13.3M +$2.39M +3,288 +23%
AA
1324
Armis Advisers
Georgia
$13.3M +$1.01M +1,390 +9%
RWM
1325
Rialto Wealth Management
New York
$13.2M +$1.22M +1,682 +11%