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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AR
1451
Apeiron RIA
Texas
$7.48M +$4.31M +6,687 +148%
JSL
1452
JT Stratford LLC
Georgia
$7.47M +$1.27M +1,974 +21%
EP
1453
Edgestream Partners
New Jersey
$7.47M +$1.77M +2,744 +33%
NYLIM
1454
New York Life Investment Management
New York
$7.45M -$8.2M -12,730 -53%
ASW
1455
Astoria Strategic Wealth
Texas
$7.44M +$112K +174 +2%
BTWM
1456
Brass Tax Wealth Management
Ohio
$7.44M +$7.16M +11,111 New
AWM
1457
Able Wealth Management
New Jersey
$7.43M -$180K -279 -2%
BHBT
1458
Burke & Herbert Bank & Trust
Virginia
$7.42M -$70.8K -110 -1%
SMI
1459
Shelter Mutual Insurance
Missouri
$7.41M -$715K -1,110 -9%
CPG
1460
Cornerstone Planning Group
New Jersey
$7.41M +$6.53M +10,133 +1,435%
SIC
1461
Salem Investment Counselors
North Carolina
$7.4M +$302K +469 +4%
RPGK
1462
Retirement Planning Group (Kansas)
Kansas
$7.4M +$308K +478 +5%
SNB
1463
Security National Bank
Nebraska
$7.39M -$48.3K -75 -0.7%
SWM
1464
Selective Wealth Management
Virginia
$7.38M -$303K -471 -4%
PG
1465
Patten Group
Tennessee
$7.37M -$39.3K -61 -0.6%
MFP
1466
Meridian Financial Partners
Virginia
$7.35M -$195K -302 -3%
PP
1467
PFS Partners
New Jersey
$7.34M -$100K -156 -1%
Nuveen
1468
Nuveen
North Carolina
$7.31M +$891K +1,383 +15%
IC
1469
Iconiq Capital
California
$7.3M -$44.4K -69 -0.6%
HT
1470
Heritage Trust
Oklahoma
$7.3M -$56.7K -88 -0.8%
MCCP
1471
Mission Creek Capital Partners
California
$7.3M -$8.37K -13 -0.1%
TC
1472
TFR Capital
Texas
$7.29M +$111K +173 +2%
NWM
1473
Navigoe Wealth Management
California
$7.29M +$1.11M +1,725 +19%
5W
1474
5T Wealth
California
$7.27M +$334K +519 +5%
TCG
1475
Transcendent Capital Group
Oklahoma
$7.27M +$593K +920 +9%