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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1551
PBMares Wealth Management
Virginia
$1.6M +$128K +312 +8%
NFP
1552
Narus Financial Partners
Utah
$1.6M -$39.1K -95 -2%
BMO
1553
Beck Mack & Oliver
New York
$1.6M
LC
1554
LTG Capital
Massachusetts
$1.59M -$6.58K -16 -0.4%
WSWA
1555
Warren Street Wealth Advisors
California
$1.59M -$58.4K -142 -3%
SAM
1556
Stone Asset Management
Texas
$1.58M +$477K +1,159 +38%
TWM
1557
Thrive Wealth Management
Pennsylvania
$1.58M -$30.4K -74 -2%
LC
1558
Lincoln Capital
Nebraska
$1.57M +$39.1K +95 +2%
HL
1559
HeadInvest LLC
Maine
$1.57M -$65.8K -160 -4%
IIM
1560
Ipswich Investment Management
Massachusetts
$1.57M
RPGK
1561
Retirement Planning Group (Kansas)
Kansas
$1.56M -$21.8K -53 -1%
FPCG
1562
Forum Private Client Group
Indiana
$1.56M +$467K +1,135 +38%
SWM
1563
Stockman Wealth Management
Montana
$1.56M -$16.5K -40 -1%
IAA
1564
Ironsides Asset Advisors
North Carolina
$1.55M
PP
1565
Patten & Patten
Tennessee
$1.55M -$1.65K -4 -0.1%
TCM
1566
Tufton Capital Management
Maryland
$1.54M +$30.9K +75 +2%
ECM
1567
Evergreen Capital Management
Washington
$1.54M +$170K +414 +11%
SWM
1568
Southern Wealth Management
Texas
$1.54M +$508K +1,236 +44%
CA
1569
Cullinan Associates
Kentucky
$1.52M -$20.6K -50 -1%
Fisher Asset Management
1570
Fisher Asset Management
Washington
$1.51M -$2.56M -6,217 -61%
FAM
1571
Formidable Asset Management
Ohio
$1.51M
MGI
1572
MayTech Global Investments
New York
$1.51M -$176K -429 -10%
NAM
1573
NTV Asset Management
West Virginia
$1.51M +$411 +1 +0%
EWM
1574
Executive Wealth Management
Michigan
$1.51M +$605K +1,472 +59%
WAM
1575
WNY Asset Management
New York
$1.51M +$15.2K +37 +0.9%