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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
1676
Lifeworks Advisors
Michigan
$5.78M -$1.75M -2,565 -22%
JJBC
1677
James J. Burns & Company
New York
$5.78M -$251K -368 -4%
ACA
1678
Atlas Capital Advisors
Wyoming
$5.76M +$230K +337 +4%
PWA
1679
Perspective Wealth Advisors
Colorado
$5.75M +$113K +166 +2%
AF
1680
Affiance Financial
Minnesota
$5.73M -$86.7K -127 -1%
DWM
1681
Dogwood Wealth Management
Kansas
$5.73M – – –
Vanguard Personalized Indexing Management
1682
Vanguard Personalized Indexing Management
California
$5.71M +$135K +197 +2%
PWPS
1683
Pinnacle Wealth Planning Services
Ohio
$5.7M +$290K +425 +5%
KCP
1684
Kera Capital Partners
California
$5.7M -$28.7K -42 -0.5%
AIC
1685
Ayalon Insurance Company
Israel
$5.68M +$535K +784 +10%
SPW
1686
Sonoma Private Wealth
California
$5.68M +$195K +285 +3%
TWP
1687
Tempus Wealth Planning
California
$5.67M -$43.7K -64 -0.7%
T
1688
TrueFG
Texas
$5.67M -$207K -303 -3%
CFO
1689
Colony Family Offices
North Carolina
$5.67M +$720K +1,055 +14%
KFSN
1690
Keystone Financial Services (Nebraska)
Nebraska
$5.67M +$141K +207 +2%
AIA
1691
Accelerate Investment Advisors
California
$5.65M +$863K +1,264 +17%
LAS
1692
Legacy Advisory Services
Pennsylvania
$5.65M +$104K +153 +2%
SWP
1693
Semus Wealth Partners
Florida
$5.65M +$436K +638 +8%
KCM
1694
Kennicott Capital Management
California
$5.65M -$27.3K -40 -0.5%
OFG
1695
Opulen Financial Group
Virginia
$5.64M +$590K +864 +11%
FAM
1696
Forte Asset Management
New York
$5.62M -$1.68M -2,465 -22%
HPC
1697
HM Payson & Co
Maine
$5.6M +$424K +621 +8%
NHC
1698
Nicholas Hoffman & Company
Georgia
$5.59M -$46.4K -68 -0.8%
QWM
1699
Quadcap Wealth Management
Texas
$5.59M +$13.7K +20 +0.2%
FFM
1700
Forum Financial Management
Illinois
$5.58M -$561K -821 -9%