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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
1401
Beverly Hills Private Wealth
California
$2.68M +$1.13M +2,809 +76%
CWS
1402
Confluence Wealth Services
Pennsylvania
$2.67M +$82.6K +206 +3%
LC
1403
Lindbrook Capital
California
$2.67M -$1.78M -4,435 -41%
EAM
1404
Evanson Asset Management
California
$2.67M -$225K -560 -8%
KHC
1405
Koesten Hirschmann & Crabtree
Kansas
$2.67M +$25.3K +63 +1%
GA
1406
Geller Advisors
New York
$2.67M +$726K +1,810 +39%
SCG
1407
Sonata Capital Group
Washington
$2.65M – – –
RG
1408
Retirement Group
California
$2.64M -$6.82K -17 -0.3%
AWA
1409
Arkadios Wealth Advisors
Georgia
$2.64M +$52.9K +132 +2%
Invesco
1410
Invesco
Georgia
$2.63M +$119K +298 +5%
CAM
1411
Carret Asset Management
New York
$2.63M +$65.3K +163 +3%
AWM
1412
Arista Wealth Management
Nevada
$2.63M -$172K -430 -6%
AIM
1413
Arcadia Investment Management
Michigan
$2.63M – – –
MAM
1414
Madison Asset Management
Wisconsin
$2.63M -$6.97M -17,380 -73%
IAS
1415
IMA Advisory Services
Colorado
$2.62M – – –
FC
1416
Forte Capital
New York
$2.62M -$957K -2,387 -27%
DTC
1417
Davidson Trust Company
Washington
$2.61M +$152K +378 +6%
GSEP
1418
Golden State Equity Partners
California
$2.61M +$2.55M +6,353 New
GP
1419
Girard Partners
Pennsylvania
$2.6M +$938K +2,340 +59%
BCV
1420
Banque Cantonale Vaudoise
Switzerland
$2.59M – – –
PAG
1421
Paladin Advisory Group
Iowa
$2.59M +$2.52M +6,293 New
SWM
1422
Stockman Wealth Management
Montana
$2.58M +$341K +851 +16%
ACM
1423
AlphaStar Capital Management
North Carolina
$2.58M -$225K -560 -8%
LSA
1424
Lion Street Advisors
Texas
$2.57M +$1.3M +3,234 +107%
APC
1425
Aspire Private Capital
North Carolina
$2.57M -$159K -397 -6%