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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1526
Advyzon Investment Management
Illinois
$6.55M -$795K -1,235 -11%
WAG
1527
Windsor Advisory Group
Ohio
$6.53M -$229K -356 -4%
SWM
1528
SK Wealth Management
Rhode Island
$6.51M +$1.23M +1,903 +25%
WA
1529
WPG Advisers
Maryland
$6.5M +$419K +651 +7%
IIM
1530
InTrack Investment Management
Vermont
$6.49M +$627K +973 +11%
OFP
1531
OFC Financial Planning
New Jersey
$6.48M -$12.9K -20 -0.2%
PFBT
1532
Parkside Financial Bank & Trust
Missouri
$6.47M +$509K +790 +9%
GLLW
1533
Graves Light Lenhart Wealth
Virginia
$6.47M -$885K -1,374 -12%
AAS
1534
Annex Advisory Services
Wisconsin
$6.47M -$145K -225 -2%
SFM
1535
Signet Financial Management
New Jersey
$6.46M +$16.7K +26 +0.3%
BBPWM
1536
Blue Bell Private Wealth Management
Pennsylvania
$6.43M -$528K -820 -8%
CWP
1537
Curated Wealth Partners
California
$6.4M -$2.17M -3,371 -26%
LWMNY
1538
Landmark Wealth Management (New York)
New York
$6.4M -$12.9K -20 -0.2%
ACM
1539
Armbruster Capital Management
New York
$6.39M -$3.47M -5,387 -36%
CIA
1540
Compass Ion Advisors
Pennsylvania
$6.35M +$172K +267 +3%
EIA
1541
Edgemoor Investment Advisors
Maryland
$6.34M +$1.4M +2,169 +30%
TH
1542
TCTC Holdings
Texas
$6.32M -$435K -675 -7%
LFAS
1543
Level Four Advisory Services
Texas
$6.31M +$397K +617 +7%
MFG
1544
Magnus Financial Group
New York
$6.29M -$7.73K -12 -0.1%
FCA
1545
FLC Capital Advisors
California
$6.28M -$22.5K -35 -0.4%
VA
1546
Vident Advisory
Georgia
$6.26M +$773K +1,201 +15%
VF
1547
Vawter Financial
Ohio
$6.25M +$5.45M +8,468 +978%
SCA
1548
Strathmore Capital Advisors
North Carolina
$6.24M +$86.9K +135 +1%
FNWM
1549
Financial Network Wealth Management
Utah
$6.24M +$5.87M +9,112 New
HP
1550
Holistic Planning
Texas
$6.23M -$116K -180 -2%