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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1576
Triad Wealth Partners
Kansas
$6.82M +$2M +2,923 +39%
SWM
1577
Selective Wealth Management
Virginia
$6.82M -$118K -173 -2%
BHBT
1578
Burke & Herbert Bank & Trust
Virginia
$6.81M -$83.3K -122 -1%
NG
1579
Norden Group
Utah
$6.8M -$154K -226 -2%
FWP
1580
Firethorn Wealth Partners
Georgia
$6.8M +$167K +244 +2%
VWM
1581
Venturi Wealth Management
Texas
$6.79M -$3.69M -5,411 -34%
GGS
1582
Galvin Gaustad & Stein
Arizona
$6.79M +$1.07M +1,570 +18%
BWA
1583
BlueChip Wealth Advisors
Georgia
$6.76M +$94.9K +139 +1%
ACG
1584
Allen Capital Group
Nebraska
$6.75M +$15K +22 +0.2%
RWP
1585
Ridgecrest Wealth Partners
California
$6.75M +$19.1K +28 +0.3%
CMBA
1586
C.M. Bidwell & Associates
Hawaii
$6.75M – – –
HLCM
1587
Hi-Line Capital Management
South Dakota
$6.75M +$685K +1,003 +11%
HFRG
1588
Houlihan Financial Resource Group
Virginia
$6.75M +$6.83K +10 +0.1%
NC
1589
NovaPoint Capital
Georgia
$6.73M +$224K +328 +3%
PB
1590
Pinnacle Bancorp
Nebraska
$6.73M -$53.3K -78 -0.8%
ZIG
1591
Zurich Insurance Group
Switzerland
$6.71M – – –
BBPWM
1592
Blue Bell Private Wealth Management
Pennsylvania
$6.61M +$279K +409 +4%
CL
1593
CVFG LLC
Indiana
$6.61M +$2.54M +3,721 +58%
Vanguard Advisers Inc
1594
Vanguard Advisers Inc
Pennsylvania
$6.6M +$6.9M +10,110 New
LFAS
1595
Level Four Advisory Services
Texas
$6.6M +$225K +329 +3%
SWM
1596
SK Wealth Management
Rhode Island
$6.59M +$196K +287 +3%
ITB
1597
Idaho Trust Bank
Idaho
$6.58M +$51.9K +76 +0.8%
LWMNY
1598
Landmark Wealth Management (New York)
New York
$6.57M +$260K +381 +4%
TIAM2
1599
Tru Independence Asset Management 2
Oregon
$6.54M +$748K +1,095 +12%
CCP
1600
Cassia Capital Partners
North Carolina
$6.54M -$3.11M -4,559 -31%