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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1601
Power Wealth Management
Georgia
$6.53M -$55.3K -81 -0.8%
BPC
1602
Banque Pictet & Cie
Switzerland
$6.53M – – –
WF
1603
WinCap Financial
Massachusetts
$6.53M -$238K -348 -3%
BDF
1604
Black Diamond Financial
Maryland
$6.52M +$609K +892 +10%
MAM
1605
MMA Asset Management
Pennsylvania
$6.5M -$3.85M -5,637 -36%
BWA
1606
Bestgate Wealth Advisors
Maryland
$6.49M -$49.2K -72 -0.7%
VPW
1607
Variant Private Wealth
Virginia
$6.49M +$11.6K +17 +0.2%
LSPW
1608
Lake Street Private Wealth
Illinois
$6.45M +$5.46K +8 +0.1%
KPWM
1609
KDK Private Wealth Management
Texas
$6.44M -$20.5K -30 -0.3%
VF
1610
Vawter Financial
Ohio
$6.44M +$153K +224 +2%
JRPCML
1611
J. R. Prunier Capital Management LLC
Massachusetts
$6.43M +$803K +1,176 +14%
PC
1612
Purewater Capital
Texas
$6.4M +$6.69M +9,800 New
PW
1613
PUREfi Wealth
Massachusetts
$6.39M +$2.47M +3,624 +59%
WAG
1614
Windsor Advisory Group
Ohio
$6.37M – – –
FP
1615
Fiduciary Planning
Florida
$6.35M +$727K +1,065 +12%
SWA
1616
Stratos Wealth Advisors
Ohio
$6.32M -$12.7M -18,585 -66%
PF
1617
PlanVest Financial
Maryland
$6.32M +$6.61M +9,674 New
DWP
1618
Daymark Wealth Partners
Ohio
$6.31M -$210K -307 -3%
MCI
1619
MRP Capital Investments
Georgia
$6.3M +$683 +1 +0%
PFBT
1620
Parkside Financial Bank & Trust
Missouri
$6.3M -$71K -104 -1%
BFW
1621
Brady Family Wealth
Missouri
$6.28M +$315K +462 +5%
AAS
1622
Annex Advisory Services
Wisconsin
$6.27M -$226K -331 -3%
GLLW
1623
Graves Light Lenhart Wealth
Virginia
$6.27M -$40.3K -59 -0.6%
LBC
1624
Lane Brothers & Co
Arizona
$6.26M -$555K -813 -8%
DF
1625
Dunhill Financial
United Kingdom
$6.25M +$2.3M +3,363 +54%