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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
1551
Worth Financial Advisory Group
North Carolina
$2.05M -$139K -346 -7%
MFG
1552
Magnus Financial Group
New York
$2.04M +$117K +292 +6%
HWM
1553
Howard Wealth Management
Connecticut
$2.04M +$39.7K +99 +2%
KIG
1554
Kowal Investment Group
Wisconsin
$2.04M -$215K -536 -10%
BFO
1555
Biltmore Family Office
North Carolina
$2.04M
SWP
1556
Summit Wealth Partners
Florida
$2.03M +$57.7K +144 +3%
IIM
1557
Ipswich Investment Management
Massachusetts
$2.03M +$230K +574 +13%
IB
1558
Intrust Bank
Kansas
$2.02M +$4.01K +10 +0.2%
GSIS
1559
Global Strategic Investment Solutions
Arizona
$2M
TAM
1560
Titleist Asset Management
Texas
$2M +$1.95M +4,872 New
AC
1561
AWM Capital
Arizona
$2M +$1.04M +2,600 +114%
CSPIA
1562
Cary Street Partners Investment Advisory
Virginia
$2M -$122K -304 -6%
OWP
1563
Obermeyer Wealth Partners
Colorado
$1.99M -$345K -860 -15%
GIA
1564
GHP Investment Advisors
Colorado
$1.99M +$18.8K +47 +1%
TWM
1565
Thrive Wealth Management
Pennsylvania
$1.99M -$4.63M -11,548 -70%
CWM
1566
Castle Wealth Management
Florida
$1.99M -$7.63M -19,024 -80%
EBT
1567
Enterprise Bank & Trust
Massachusetts
$1.98M
TCM
1568
Traynor Capital Management
Pennsylvania
$1.98M +$35.7K +89 +2%
Impax Asset Management Group
1569
Impax Asset Management Group
United Kingdom
$1.97M +$1.93M +4,804 New
BMWM
1570
Brown Miller Wealth Management
Virginia
$1.96M -$355K -886 -16%
AF
1571
Alerus Financial
North Dakota
$1.96M
ECM
1572
Evergreen Capital Management
Washington
$1.95M +$40.9K +102 +2%
CG
1573
Cutler Group
California
$1.94M -$5.24M -13,074 -73%
OCG
1574
Opus Capital Group
Ohio
$1.94M +$1.6K +4 +0.1%
PTP
1575
Platform Technology Partners
New York
$1.94M +$33.3K +83 +2%