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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
1551
Live Oak Private Wealth
North Carolina
$1.25M +$814K +1,942 +200%
SWM
1552
Sugarloaf Wealth Management
Georgia
$1.25M -$4.35M -10,388 -78%
RC
1553
Randolph Company
Ohio
$1.25M +$77.1K +184 +7%
ACP
1554
Arcus Capital Partners
Georgia
$1.25M -$15.9K -38 -1%
SCM
1555
Southport Capital Management
Tennessee
$1.24M -$106K -252 -8%
CCM
1556
Coe Capital Management
Illinois
$1.24M -$15.5K -37 -1%
PP
1557
Prosperity Planning
Missouri
$1.24M -$67.9K -162 -5%
BHBT
1558
Burke & Herbert Bank & Trust
Virginia
$1.24M +$153K +365 +15%
PFM
1559
Peak Financial Management
Massachusetts
$1.23M -$61.2K -146 -5%
CDH
1560
Charles D. Hyman
$1.23M – – –
FAM
1561
Formidable Asset Management
Ohio
$1.22M -$967K -2,309 -45%
PP
1562
Patron Partners
Texas
$1.22M +$930K +2,220 +362%
Simplex Trading
1563
Simplex Trading
Illinois
$1.22M +$912K +2,176 +333%
LC
1564
Lincoln Capital
Nebraska
$1.22M +$391K +934 +49%
AWM
1565
Altium Wealth Management
New York
$1.21M -$45.2K -108 -4%
PTC
1566
Philadelphia Trust Company
Pennsylvania
$1.21M – – –
BC
1567
Burleson & Co
California
$1.2M -$526K -1,255 -31%
H
1568
HoyleCohen
California
$1.2M -$500K -1,193 -30%
IWA
1569
Intercontinental Wealth Advisors
Texas
$1.2M – – –
RFWA
1570
RPg Family Wealth Advisory
Massachusetts
$1.2M +$1.17M +2,793 New
BFA
1571
Brown Financial Advisory
Alabama
$1.2M -$21.4K -51 -2%
LNWWM
1572
Laird Norton Wetherby Wealth Management
California
$1.2M +$163K +390 +16%
BMWM
1573
Brown Miller Wealth Management
Virginia
$1.19M +$65.3K +156 +6%
MGI
1574
MayTech Global Investments
New York
$1.19M +$1.16M +2,764 New
PL
1575
Parthenon LLC
Kentucky
$1.18M -$7.54K -18 -0.6%