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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1401
Cyndeo Wealth Partners
Florida
$3.09M +$2.91M +6,510 +942%
AA
1402
Auxano Advisors
Washington
$3.09M
Fisher Asset Management
1403
Fisher Asset Management
Washington
$3.09M +$120K +269 +4%
SSWM
1404
Smith Salley Wealth Management
North Carolina
$3.08M +$1.59M +3,545 +98%
VWM
1405
Valley Wealth Managers
New Jersey
$3.07M -$110K -246 -3%
NEPWA
1406
New England Private Wealth Advisors
Massachusetts
$3.03M +$2.68K +6 +0.1%
FB
1407
First Bancorp
Maine
$3.03M -$573K -1,282 -15%
CPG
1408
Cornerstone Planning Group
New Jersey
$3M +$895 +2 +0%
AWA
1409
Arkadios Wealth Advisors
Georgia
$3M +$456K +1,020 +17%
ETC
1410
Exchange Traded Concepts
Oklahoma
$3M -$10.5M -23,420 -77%
OPWM
1411
Oakwell Private Wealth Management
Texas
$3M
BCM
1412
Birmingham Capital Management
Alabama
$2.99M -$268K -600 -8%
WCG
1413
Weaver Consulting Group
California
$2.99M -$56.8K -127 -2%
AWAU
1414
Alliance Wealth Advisors (Utah)
Utah
$2.98M +$109K +243 +4%
AA
1415
Aufman Associates
Pennsylvania
$2.97M -$8.05K -18 -0.3%
GAM
1416
Gemmer Asset Management
California
$2.97M +$105K +234 +3%
SPWM
1417
Straight Path Wealth Management
Michigan
$2.97M -$37.1K -83 -1%
CCWM
1418
Cassaday & Co Wealth Management
Virginia
$2.97M -$153K -341 -5%
IAA
1419
Independent Advisor Alliance
North Carolina
$2.97M -$332K -742 -10%
HPC
1420
HM Payson & Co
Maine
$2.95M +$169K +377 +6%
EBT
1421
Enterprise Bank & Trust
Massachusetts
$2.95M -$89.5K -200 -3%
CW
1422
CIC Wealth
Maryland
$2.94M +$6.26K +14 +0.2%
DTC
1423
Davidson Trust Company
Washington
$2.94M +$190K +425 +7%
NCM
1424
Northwest Capital Management
Oregon
$2.93M -$111K -248 -4%
BBPWM
1425
Blue Bell Private Wealth Management
Pennsylvania
$2.93M -$12.1K -27 -0.4%