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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1601
Bestgate Wealth Advisors
Maryland
$6.49M -$49.2K -72 -0.7%
VPW
1602
Variant Private Wealth
Virginia
$6.49M +$11.6K +17 +0.2%
LSPW
1603
Lake Street Private Wealth
Illinois
$6.45M +$5.46K +8 +0.1%
KPWM
1604
KDK Private Wealth Management
Texas
$6.44M -$20.5K -30 -0.3%
VF
1605
Vawter Financial
Ohio
$6.44M +$153K +224 +2%
JRPCML
1606
J. R. Prunier Capital Management LLC
Massachusetts
$6.43M +$803K +1,176 +14%
PC
1607
Purewater Capital
Texas
$6.4M +$6.69M +9,800 New
PW
1608
PUREfi Wealth
Massachusetts
$6.39M +$2.47M +3,624 +59%
WAG
1609
Windsor Advisory Group
Ohio
$6.37M
FP
1610
Fiduciary Planning
Florida
$6.35M +$727K +1,065 +12%
SWA
1611
Stratos Wealth Advisors
Ohio
$6.32M -$12.7M -18,585 -66%
PF
1612
PlanVest Financial
Maryland
$6.32M +$6.61M +9,674 New
DWP
1613
Daymark Wealth Partners
Ohio
$6.31M -$210K -307 -3%
MCI
1614
MRP Capital Investments
Georgia
$6.3M +$683 +1 +0%
PFBT
1615
Parkside Financial Bank & Trust
Missouri
$6.3M -$71K -104 -1%
BFW
1616
Brady Family Wealth
Missouri
$6.28M +$315K +462 +5%
AAS
1617
Annex Advisory Services
Wisconsin
$6.27M -$226K -331 -3%
GLLW
1618
Graves Light Lenhart Wealth
Virginia
$6.27M -$40.3K -59 -0.6%
LBC
1619
Lane Brothers & Co
Arizona
$6.26M -$555K -813 -8%
DF
1620
Dunhill Financial
United Kingdom
$6.25M +$2.3M +3,363 +54%
FG
1621
Fiduciary Group
Georgia
$6.25M -$7.51K -11 -0.1%
SEI Investments
1622
SEI Investments
Pennsylvania
$6.23M -$26.5M -38,868 -80%
BW
1623
Blalock Williams
Alabama
$6.22M +$1.44M +2,114 +29%
DWM
1624
Daner Wealth Management
Georgia
$6.21M -$10.9K -16 -0.2%
1NWS
1625
1 North Wealth Services
Maryland
$6.2M +$32.8K +48 +0.5%