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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1401
Thrive Wealth Management
Pennsylvania
$3.14M +$934K +2,217 +46%
NEPWA
1402
New England Private Wealth Advisors
Massachusetts
$3.14M +$2.95K +7 +0.1%
SF
1403
Symphony Financial
Texas
$3.14M -$222K -526 -7%
RBC
1404
Romano Brothers & Co
Illinois
$3.13M +$4.21K +10 +0.1%
SPWM
1405
Straight Path Wealth Management
Michigan
$3.12M +$424K +1,007 +17%
YDMI
1406
Y.D. More Investments
Israel
$3.12M +$843K +2,000 +40%
EWA
1407
EverSource Wealth Advisors
Alabama
$3.12M +$44.7K +106 +2%
CPG
1408
Cornerstone Planning Group
New Jersey
$3.12M +$2.95M +6,994 New
OPWM
1409
Oakwell Private Wealth Management
Texas
$3.11M – – –
FUBT
1410
First United Bank & Trust
Maryland
$3.1M +$142K +337 +5%
AA
1411
Aufman Associates
Pennsylvania
$3.1M -$2.53K -6 -0.1%
AIC
1412
Ayalon Insurance Company
Israel
$3.09M +$356K +844 +14%
Fisher Asset Management
1413
Fisher Asset Management
Washington
$3.09M +$129K +305 +5%
RT
1414
Rockland Trust
Massachusetts
$3.06M -$375K -890 -11%
APWM
1415
Atlas Private Wealth Management
New York
$3.06M +$580K +1,376 +25%
WFMPM
1416
Woodley Farra Manion Portfolio Management
Indiana
$3.06M -$157K -373 -5%
CAS
1417
Coppell Advisory Solutions
Texas
$3.06M +$646K +1,532 +28%
BBPWM
1418
Blue Bell Private Wealth Management
Pennsylvania
$3.05M -$63.2K -150 -2%
CW
1419
CIC Wealth
Maryland
$3.05M +$6.74K +16 +0.2%
AWA
1420
Aaron Wealth Advisors
Illinois
$3.04M +$663K +1,574 +30%
AC
1421
Abbrea Capital
California
$3.03M +$59.4K +141 +2%
NCG
1422
Newport Capital Group
New Jersey
$3.02M +$2.85M +6,767 New
FWP
1423
FAS Wealth Partners
Kansas
$3.01M +$317K +752 +13%
VWA
1424
V Wealth Advisors
Kansas
$3.01M +$51K +121 +2%
HCM
1425
Harvey Capital Management
Florida
$3M – – –