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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1326
Reyes Financial Architecture
California
$11.5M +$10.8M +15,862 +1,706%
NAG
1327
Northstar Advisory Group
New Jersey
$11.5M -$69.9K -103 -0.6%
ODIJL
1328
One Day In July LLC
Vermont
$11.5M -$245K -361 -2%
PP
1329
Postrock Partners
Oregon
$11.5M +$227K +334 +2%
CWM
1330
Connecticut Wealth Management
Connecticut
$11.4M -$370K -545 -3%
MPW
1331
MA Private Wealth
California
$11.4M -$1.04M -1,526 -8%
IA
1332
IFG Advisory
Georgia
$11.4M +$230K +338 +2%
NP
1333
Nilsine Partners
Colorado
$11.3M +$1.42M +2,087 +14%
TW
1334
ticino wealth
California
$11.3M +$11.2M +16,493 New
JA
1335
JVL Associates
Michigan
$11.3M -$57K -84 -0.5%
CFA
1336
Churchill Financial Advisors
Kentucky
$11.3M +$11.2M +16,449 New
CWAI
1337
Core Wealth Advisors (Indiana)
Indiana
$11.3M +$11.2M +16,436 New
GPA
1338
Garrison Point Advisors
California
$11.2M +$318K +468 +3%
MF
1339
Montis Financial
Massachusetts
$11.2M -$164K -242 -1%
MWM
1340
MinichMacGregor Wealth Management
New York
$11.2M -$10.9K -16 -0.1%
GS
1341
GTS Securities
Florida
$11.2M -$209M -307,555 -95%
SHFA
1342
SC&H Financial Advisors
Maryland
$11.2M -$627K -924 -5%
LIM
1343
Leavell Investment Management
Alabama
$11.2M -$3.4K -5 -0%
T. Rowe Price Associates
1344
T. Rowe Price Associates
Maryland
$11.2M +$53.6K +79 +0.5%
MSFS
1345
Main Street Financial Solutions
Pennsylvania
$11.1M -$4.58M -6,741 -29%
HAC
1346
Harbor Advisory Corp
New Hampshire
$11.1M -$1.81M -2,666 -14%
CAM
1347
Congress Asset Management
Massachusetts
$11.1M +$10.3M +15,198 +1,509%
CWIG
1348
Chung Wu Investment Group
Texas
$11.1M -$45.5K -67 -0.4%
GHA
1349
Granite Harbor Advisors
Texas
$11M -$489K -720 -4%
NAM
1350
NorthCrest Asset Manangement
Minnesota
$11M +$437K +644 +4%