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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1351
Twin Peaks Wealth Advisors
California
$8.34M -$5.42M -9,438 -42%
NP
1352
Nilsine Partners
Colorado
$8.28M -$484K -843 -6%
MWM
1353
McMill Wealth Management
Nebraska
$8.26M -$230K -401 -3%
MFG
1354
Mendota Financial Group
Wisconsin
$8.2M +$140K +243 +2%
KW
1355
KWB Wealth
California
$8.18M -$257K -447 -3%
PWP
1356
Prasad Wealth Partners
Ohio
$8.17M -$1.6M -2,792 -18%
QP
1357
Quartz Partners
New York
$8.16M +$1.36M +2,363 +22%
MCA
1358
MSH Capital Advisors
Arizona
$8.15M -$20.1K -35 -0.3%
TPI
1359
Trust Point Inc
Wisconsin
$8.14M +$18.4K +32 +0.2%
XPN
1360
XY Planning Network
Montana
$8.11M +$5.43M +9,454 +262%
KGP
1361
Keystone Global Partners
Colorado
$8.08M -$273K -476 -4%
EFG
1362
Ethos Financial Group
Pennsylvania
$8.05M -$210K -366 -3%
CWP
1363
Curated Wealth Partners
California
$8.03M -$626K -1,091 -8%
NAG
1364
Northstar Advisory Group
New Jersey
$8.01M +$1.23M +2,139 +20%
MWM
1365
MY Wealth Management
Maryland
$7.99M -$4.27M -7,428 -37%
FCC
1366
Flower City Capital
New York
$7.96M +$31K +54 +0.4%
CWM
1367
C2C Wealth Management
Arizona
$7.94M +$61.4K +107 +0.8%
TFCP
1368
Twin Focus Capital Partners
Massachusetts
$7.93M +$1.82M +3,178 +33%
CCA
1369
Coign Capital Advisors
Utah
$7.88M -$597K -1,040 -8%
HSA
1370
HBK Sorce Advisory
Pennsylvania
$7.88M +$373K +649 +5%
KOC
1371
Koss-Olinger Consulting
Florida
$7.88M -$371K -647 -5%
AWM
1372
Aprio Wealth Management
Georgia
$7.87M -$470K -818 -6%
SFP
1373
Sterling Financial Planning
New Jersey
$7.82M +$5.17K +9 +0.1%
RWM
1374
Riverbend Wealth Management
South Carolina
$7.82M +$83.3K +145 +1%
CWM
1375
Certus Wealth Management
California
$7.8M -$104K -181 -1%