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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OMIC
1526
Old Mission Investment Co
Michigan
$2.14M +$280K +698 +16%
AI
1527
Axiom Investors
Connecticut
$2.14M +$361K +900 +21%
OPWM
1528
Oxinas Partners Wealth Management
Indiana
$2.13M -$6.01K -15 -0.3%
FCA
1529
Fortis Capital Advisors
Kansas
$2.13M +$1.03M +2,573 +99%
PPP
1530
Private Portfolio Partners
New Jersey
$2.13M -$104K -259 -5%
CCA
1531
Column Capital Advisors
Indiana
$2.12M -$27.3K -68 -1%
RWMG
1532
Redwood Wealth Management Group
New Jersey
$2.11M -$13.6K -34 -0.7%
MJRIC
1533
Mogy Joel R Investment Counsel
California
$2.11M -$100K -250 -5%
CWP
1534
Curated Wealth Partners
California
$2.11M +$130K +325 +7%
SWM
1535
Segment Wealth Management
Texas
$2.1M +$1.6K +4 +0.1%
WE
1536
Wealth Effects
Massachusetts
$2.1M -$31.3K -78 -2%
BPC
1537
Banque Pictet & Cie
Switzerland
$2.1M -$6.01K -15 -0.3%
MWC
1538
MBM Wealth Consultants
Missouri
$2.1M – – –
MA
1539
MBA Advisors
Pennsylvania
$2.09M -$6.82K -17 -0.3%
RA
1540
Ruggaard & Associates
Ohio
$2.08M +$2.03M +5,069 New
Connor, Clark & Lunn Investment Management (CC&L)
1541
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.08M – – –
HWM
1542
Hohimer Wealth Management
Washington
$2.08M -$42.9K -107 -2%
CWM
1543
Centric Wealth Management
Illinois
$2.08M -$85.4K -213 -4%
FGA
1544
Fortis Group Advisors
New Jersey
$2.08M +$1.99M +4,971 New
TCBWMS
1545
Texas Capital Bank Wealth Management Services
Texas
$2.08M -$272K -679 -12%
COI
1546
Connable Office Inc
Michigan
$2.07M -$54.5K -136 -3%
TCM
1547
Tufton Capital Management
Maryland
$2.07M +$203K +507 +11%
HCA
1548
Horan Capital Advisors
Ohio
$2.07M +$240K +599 +14%
EWA
1549
Encompass Wealth Advisors
Oregon
$2.06M +$3.21K +8 +0.2%
FWI
1550
Facet Wealth Inc
Maryland
$2.06M -$84.2K -210 -4%