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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCP
1301
Larch Capital Partners
Florida
$11.6M +$12.2M +17,828 New
KAS
1302
KPP Advisory Services
Kentucky
$11.6M -$8.88M -13,010 -42%
TRIA
1303
Trail Ridge Investment Advisors
Colorado
$11.5M -$15K -22 -0.1%
MWM
1304
Mosley Wealth Management
California
$11.4M +$683 +1 +0%
TW
1305
ticino wealth
California
$11.4M -$396K -580 -4%
PP
1306
Postrock Partners
Oregon
$11.4M +$497K +728 +4%
ANBT
1307
American National Bank & Trust
Texas
$11.4M -$113K -165 -0.9%
DC
1308
Davenport & Co
Virginia
$11.4M +$225K +329 +2%
MWM
1309
MY Wealth Management
Maryland
$11.4M +$3.77M +5,524 +37%
Russell Investments Group
1310
Russell Investments Group
United Kingdom
$11.3M +$1.82M +2,671 +18%
FPCG
1311
Forum Private Client Group
Indiana
$11.2M +$52.6K +77 +0.5%
VCA
1312
Verdence Capital Advisors
Maryland
$11.2M -$399K -584 -3%
EMCIP
1313
Ewing Morris & Co Investment Partners
Ontario, Canada
$11.2M +$2.44M +3,572 +26%
ARG
1314
Advisory Resource Group
Oklahoma
$11.2M +$77.8K +114 +0.7%
SF
1315
Symphony Financial
Texas
$11.2M +$307K +450 +3%
RC
1316
Roundview Capital
New Jersey
$11.2M -$201K -295 -2%
BPCE
1317
Bank Pictet & Cie (Europe)
Germany
$11.1M -$5.46M -8,002 -32%
WF
1318
Welch & Forbes
Massachusetts
$11.1M -$871K -1,276 -7%
ODIJL
1319
One Day In July LLC
Vermont
$11.1M +$167K +245 +1%
WPP
1320
Whalerock Point Partners
Rhode Island
$11.1M +$705K +1,032 +6%
LIM
1321
Leavell Investment Management
Alabama
$11.1M +$417K +610 +4%
MC
1322
Moors & Cabot
Massachusetts
$11.1M +$681K +998 +6%
GPA
1323
Garrison Point Advisors
California
$11M +$307K +450 +3%
CWM
1324
Connecticut Wealth Management
Connecticut
$11M +$67.6K +99 +0.6%
WPC
1325
Wedmont Private Capital
Pennsylvania
$11M +$1.13M +1,648 +11%