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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
1701
American Financial Advisors
Georgia
$2.77M +$64.5K +129 +3%
VCM
1702
Virtue Capital Management
Tennessee
$2.77M -$1.45M -2,892 -35%
SWM
1703
Segment Wealth Management
Texas
$2.76M +$1.5K +3 +0.1%
Connor, Clark & Lunn Investment Management (CC&L)
1704
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.76M
TCM
1705
Tufton Capital Management
Maryland
$2.76M +$70.1K +140 +3%
VST
1706
Van Strum & Towne
California
$2.75M -$2K -4 -0.1%
PA
1707
Pineridge Advisors
Missouri
$2.75M -$136K -272 -5%
LWP
1708
Laurel Wealth Planning
Minnesota
$2.74M -$179K -358 -6%
MGW
1709
MB Generational Wealth
Washington
$2.74M -$88.6K -177 -3%
CWM
1710
Chesapeake Wealth Management
Virginia
$2.74M +$1.23M +2,450 +89%
FA
1711
Forefront Analytics
Pennsylvania
$2.72M -$182K -364 -7%
SPC
1712
Spirepoint Private Client
Florida
$2.71M +$2.58M +5,164 New
OPWM
1713
Oxinas Partners Wealth Management
Indiana
$2.71M +$15.5K +31 +0.6%
HWM
1714
Howard Wealth Management
Connecticut
$2.71M -$64.5K -129 -2%
CWM
1715
Centric Wealth Management
Illinois
$2.7M +$92.6K +185 +4%
IIM
1716
Ipswich Investment Management
Massachusetts
$2.7M +$500 +1 +0%
PA
1717
Procyon Advisors
Connecticut
$2.7M +$30K +60 +1%
SFWA
1718
Summit Financial Wealth Advisors
Louisiana
$2.7M -$332K -663 -11%
CWM
1719
Castle Wealth Management
Florida
$2.7M -$146K -292 -5%
GP
1720
Girard Partners
Pennsylvania
$2.69M +$600K +1,199 +31%
SWM
1721
StoneCrest Wealth Management
Arizona
$2.68M -$101K -202 -4%
CSC
1722
Caldwell Sutter Capital
California
$2.68M -$76.6K -153 -3%
MA
1723
MBA Advisors
Pennsylvania
$2.68M -$8.51K -17 -0.3%
BDF
1724
Black Diamond Financial
Maryland
$2.68M
AF
1725
Alerus Financial
North Dakota
$2.66M +$47.5K +95 +2%