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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PB
1501
Pinnacle Bancorp
Nebraska
$6.15M +$250K +436 +5%
ARC
1502
Advisor Resource Council
Texas
$6.15M -$7.01M -12,211 -55%
AAS
1503
Annex Advisory Services
Wisconsin
$6.14M -$918K -1,598 -14%
GWS
1504
Glassman Wealth Services
Virginia
$6.13M -$83.8K -146 -1%
Bank Julius Baer & Co
1505
Bank Julius Baer & Co
Switzerland
$6.08M -$3.29M -5,729 -37%
EMCIP
1506
Ewing Morris & Co Investment Partners
Ontario, Canada
$6.07M +$1.74M +3,036 +45%
OFP
1507
OFC Financial Planning
New Jersey
$6.02M – – –
RWA
1508
Redhawk Wealth Advisors
Minnesota
$6.02M +$874K +1,522 +19%
BWM
1509
Bulltick Wealth Management
Florida
$5.99M – – –
KPWM
1510
KDK Private Wealth Management
Texas
$5.99M -$38.5K -67 -0.7%
SFM
1511
Signet Financial Management
New Jersey
$5.97M -$1.7M -2,968 -24%
PCM
1512
Presidio Capital Management
California
$5.97M -$137K -238 -2%
TCM
1513
Triumph Capital Management
Colorado
$5.96M +$2.41M +4,205 +78%
LWMNY
1514
Landmark Wealth Management (New York)
New York
$5.95M -$99.9K -174 -2%
NC
1515
NovaPoint Capital
Georgia
$5.94M +$2.07M +3,603 +60%
Nuveen
1516
Nuveen
North Carolina
$5.92M -$44.7M -77,801 -89%
BWA
1517
Bestgate Wealth Advisors
Maryland
$5.9M – – –
HP
1518
Holistic Planning
Texas
$5.89M +$1.56M +2,715 +40%
VAM
1519
Verity Asset Management
North Carolina
$5.87M -$6.39M -11,125 -54%
SFPG
1520
Stonebridge Financial Planning Group
Florida
$5.87M -$185K -323 -3%
SAM
1521
Strategy Asset Managers
California
$5.86M -$229K -398 -4%
SC
1522
Sykon Capital
New York
$5.86M +$5.42M +9,442 New
JJBC
1523
James J. Burns & Company
New York
$5.85M +$97K +169 +2%
FCA
1524
FLC Capital Advisors
California
$5.85M -$211K -367 -4%
MFG
1525
Magnus Financial Group
New York
$5.84M +$508K +884 +10%