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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GHA
1351
Granite Harbor Advisors
Texas
$11M -$489K -720 -4%
NAM
1352
NorthCrest Asset Manangement
Minnesota
$11M +$437K +644 +4%
TPWA
1353
Twin Peaks Wealth Advisors
California
$11M +$1.75M +2,581 +19%
MIA
1354
Milestone Investment Advisors
Wisconsin
$11M +$911K +1,342 +9%
NWMG
1355
National Wealth Management Group
Ohio
$11M -$816K -1,202 -7%
PE
1356
PCM Encore
Colorado
$11M +$10.9M +16,019 New
SCM
1357
SOL Capital Management
Maryland
$11M -$134K -197 -1%
Carnegie Investment Counsel
1358
Carnegie Investment Counsel
Ohio
$11M -$10.9K -16 -0.1%
Bank Julius Baer & Co
1359
Bank Julius Baer & Co
Switzerland
$10.9M -$536K -790 -5%
Luther King Capital Management (LKCM)
1360
Luther King Capital Management (LKCM)
Texas
$10.9M – – –
IA
1361
IFC Advisors
California
$10.9M -$182K -268 -2%
BBWP
1362
Beacon Bridge Wealth Partners
Pennsylvania
$10.9M -$165K -243 -2%
WPP
1363
Whalerock Point Partners
Rhode Island
$10.9M +$93K +137 +0.9%
MC
1364
Moors & Cabot
Massachusetts
$10.9M +$1.01M +1,491 +10%
BP
1365
BWM Planning
Texas
$10.9M -$76.7K -113 -0.7%
TWP
1366
Tyche Wealth Partners
Texas
$10.9M +$2.09M +3,081 +24%
AWMM
1367
Aegis Wealth Management (Maryland)
Maryland
$10.9M -$1.95M -2,870 -15%
BC
1368
Bulwark Capital
Florida
$10.9M +$401K +591 +4%
MHIP
1369
Mountain Hill Investment Partners
New Jersey
$10.8M +$143K +210 +1%
VWM
1370
Venturi Wealth Management
Texas
$10.8M -$579K -853 -5%
SC
1371
Solstein Capital
California
$10.8M – – –
BWM
1372
Boyd Wealth Management
California
$10.8M -$162K -238 -1%
HBK Sorce Advisory
1373
HBK Sorce Advisory
Pennsylvania
$10.8M +$1.64M +2,413 +18%
RWI
1374
Red Wave Investments
Pennsylvania
$10.8M -$91.7K -135 -0.9%
AWA
1375
Arete Wealth Advisors
Illinois
$10.8M -$890K -1,311 -8%