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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
1601
Cassady Schiller Wealth Management
Ohio
$3.58M – – –
IAA
1602
Independent Advisor Alliance
North Carolina
$3.58M -$11.6K -22 -0.3%
TCOTS
1603
Trust Company of the South
North Carolina
$3.57M – – –
Vontobel Holding
1604
Vontobel Holding
Switzerland
$3.57M – – –
EA
1605
Everpar Advisors
Oklahoma
$3.57M +$1.65M +3,140 +93%
MIM
1606
Macroview Investment Management
Maryland
$3.55M -$114K -216 -3%
OFS
1607
Oldfather Financial Services
Nebraska
$3.55M +$2.1K +4 +0.1%
AWM
1608
Arista Wealth Management
Nevada
$3.54M +$1.51M +2,873 +80%
SEI Investments
1609
SEI Investments
Pennsylvania
$3.54M -$349K -663 -9%
GGS
1610
Galvin Gaustad & Stein
Arizona
$3.51M +$343K +653 +11%
LSA
1611
Lion Street Advisors
Texas
$3.5M +$259K +493 +8%
HIF
1612
Hill Island Financial
Michigan
$3.49M -$21.6K -41 -0.6%
LWM
1613
Lyell Wealth Management
California
$3.48M -$89.9K -171 -3%
RBC
1614
Romano Brothers & Co
Illinois
$3.48M -$4.73K -9 -0.1%
FFB
1615
First Financial Bankshares
Texas
$3.48M -$81.5K -155 -2%
ADL
1616
Asset Dedication LLC
California
$3.46M +$34.2K +65 +1%
CSIC
1617
Clifford Swan Investment Counsel
California
$3.44M – – –
MWM
1618
Mattern Wealth Management
Kansas
$3.44M -$53.1K -101 -2%
CCM
1619
Condor Capital Management
New Jersey
$3.43M -$39.4K -75 -1%
DTC
1620
Davidson Trust Company
Washington
$3.42M -$219K -416 -6%
TCWM
1621
Total Clarity Wealth Management
Illinois
$3.42M +$54.7K +104 +2%
HKIMG
1622
Hutchens & Kramer Investment Management Group
Indiana
$3.42M -$1.51M -2,869 -32%
PWMA
1623
Pension & Wealth Management Advisors
Massachusetts
$3.42M +$225K +427 +7%
SSW
1624
Stone Summit Wealth
Florida
$3.41M +$213K +406 +7%
MAV
1625
Mason & Associates (Virginia)
Virginia
$3.4M -$296K -562 -8%