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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
1301
Atlantic Edge Private Wealth Management
Florida
$9.37M +$601K +1,016 +7%
BWP
1302
Baldwin Wealth Partners
Massachusetts
$9.35M -$1.02M -1,729 -10%
PP
1303
Postrock Partners
Oregon
$9.32M +$9.37M +15,829 New
SC
1304
Solstein Capital
California
$9.3M – – –
KCM
1305
Kennicott Capital Management
California
$9.29M -$478K -807 -5%
AA
1306
Armis Advisers
Georgia
$9.29M +$9.34M +15,777 New
HWP
1307
Heritage Wealth Partners
Ohio
$9.24M +$1.79M +3,027 +24%
BBWP
1308
Beacon Bridge Wealth Partners
Pennsylvania
$9.21M +$681K +1,151 +8%
MWM
1309
MinichMacGregor Wealth Management
New York
$9.2M -$85.2K -144 -0.9%
Financial Engines Advisors
1310
Financial Engines Advisors
California
$9.18M +$2.18M +3,685 +31%
PCS
1311
Private Client Services
Kentucky
$9.18M -$2.28M -3,846 -20%
OPA
1312
Old Port Advisors
Maine
$9.16M +$317K +536 +4%
PAG
1313
Private Advisory Group
Washington
$9.16M +$117K +197 +1%
FHC
1314
First Heartland Consultants
Missouri
$9.15M +$524K +885 +6%
CD
1315
Chapin Davis
Maryland
$9.11M – – –
CAM
1316
Campion Asset Management
Virginia
$9.11M +$447K +756 +5%
SCM
1317
SOL Capital Management
Maryland
$9.11M +$241K +407 +3%
LF
1318
Lighthouse Financial
Florida
$9.09M +$9.14M +15,446 New
FPCG
1319
Forum Private Client Group
Indiana
$9.07M +$49.7K +84 +0.5%
CA
1320
Claro Advisors
Massachusetts
$9.07M +$474K +800 +5%
CPA
1321
Cardiff Park Advisors
California
$9.05M +$16.6K +28 +0.2%
MF
1322
Meridian Financial
Massachusetts
$9.04M -$87K -147 -0.9%
CIR
1323
Clear Investment Research
Georgia
$8.96M -$117K -197 -1%
SI
1324
Stephens Inc
Arkansas
$8.94M +$1.82M +3,071 +25%
CA
1325
Continuum Advisory
Idaho
$8.94M -$302K -510 -3%