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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWS
1676
McCarter Private Wealth Services
Massachusetts
$6.19M +$794K +1,170 +15%
BPW
1677
BlueDoor Private Wealth
Massachusetts
$6.17M +$6.12M +9,009 New
SWM
1678
Stockman Wealth Management
Montana
$6.17M -$61.8K -91 -1%
T
1679
TrueFG
Texas
$6.15M -$27.8K -41 -0.5%
SFPG
1680
Stonebridge Financial Planning Group
Florida
$6.13M -$179K -264 -3%
B
1681
Bayban
Minnesota
$6.11M +$6.06M +8,927 New
TIAM2
1682
Tru Independence Asset Management 2
Oregon
$6.11M +$1.14M +1,675 +23%
AF
1683
Affiance Financial
Minnesota
$6.1M -$117K -172 -2%
KCP
1684
Kera Capital Partners
California
$6.09M -$259K -382 -4%
OP
1685
ORG Partners
Indiana
$6.08M +$547K +806 +10%
Vident Advisory
1686
Vident Advisory
Georgia
$6.08M -$327K -482 -5%
DWM
1687
Defined Wealth Management
Oregon
$6.07M – – –
AT
1688
American Trust
Kentucky
$6.05M -$1.19M -1,747 -17%
JPWM
1689
Jamison Private Wealth Management
Georgia
$6.05M +$284K +418 +5%
GGS
1690
Galvin Gaustad & Stein
Arizona
$6.04M +$1.16M +1,705 +24%
DWM
1691
Dogwood Wealth Management
Kansas
$6.01M – – –
TWP
1692
Tempus Wealth Planning
California
$5.99M -$101K -149 -2%
VAM
1693
Verity Asset Management
North Carolina
$5.99M -$5.54M -8,164 -48%
WAOI
1694
Wealth Advisors of Iowa
Iowa
$5.97M -$4.07K -6 -0.1%
QPWM
1695
Quadrant Private Wealth Management
Pennsylvania
$5.97M +$101K +149 +2%
NB
1696
NBT Bank
New York
$5.96M +$574K +845 +17%
KCM
1697
Kennicott Capital Management
California
$5.95M +$21.7K +32 +0.4%
PG
1698
Prostatis Group
Maryland
$5.95M -$1.16M -1,708 -16%
FCM
1699
Fortis Capital Management
Washington
$5.95M +$2.59M +3,816 +78%
JRPCML
1700
J. R. Prunier Capital Management LLC
Massachusetts
$5.94M +$5.89M +8,669 New