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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1701
BCU Wealth Advisors
Illinois
$5.58M +$1.35M +1,974 +30%
WA
1702
WESPAC Advisors
California
$5.58M -$3.42M -5,008 -37%
ML
1703
Mayport LLC
Massachusetts
$5.57M +$3.17M +4,648 +120%
KL
1704
KWMG LLC
Kansas
$5.55M -$5.46K -8 -0.1%
HUB Investment Partners
1705
HUB Investment Partners
Texas
$5.55M +$1.19M +1,738 +26%
TWCA
1706
Two West Capital Advisors
Kansas
$5.53M +$1.15M +1,688 +28%
SFPG
1707
Stonebridge Financial Planning Group
Florida
$5.53M -$329K -482 -5%
AWM
1708
Arista Wealth Management
Nevada
$5.52M +$43K +63 +0.8%
SJIM
1709
St. Johns Investment Management
Florida
$5.5M -$164K -240 -3%
RAM
1710
Reflection Asset Management
South Carolina
$5.49M +$604K +884 +13%
MAG
1711
M3 Advisory Group
Massachusetts
$5.49M +$17.8K +26 +0.3%
CWM
1712
Curtis Wealth Management
Nevada
$5.49M +$1.45M +2,125 +34%
CCW
1713
Coastline Complete Wealth
South Carolina
$5.48M +$19.8K +29 +0.3%
PAM
1714
Peak Asset Management
Colorado
$5.48M -$25.9K -38 -0.5%
FCU
1715
Financial Concepts Unlimited
Maine
$5.47M +$5.72M +8,380 New
AT
1716
American Trust
Kentucky
$5.45M -$335K -491 -6%
AO
1717
Advisor OS
Illinois
$5.44M +$2.89M +4,235 +103%
BIG
1718
Brookwood Investment Group
Arizona
$5.43M -$77.8K -114 -1%
1IA
1719
1834 Investment Advisors
Wisconsin
$5.4M -$242K -355 -4%
Zacks Investment Management
1720
Zacks Investment Management
Illinois
$5.36M +$1.29M +1,885 +30%
AFP
1721
ATX Financial Planning
Texas
$5.36M -$651K -953 -10%
SFC
1722
Sprinkle Financial Consultants
Colorado
$5.33M +$124K +181 +2%
WCM
1723
Winthrop Capital Management
Indiana
$5.33M -$2.16M -3,164 -28%
FC
1724
Financial Council
Maryland
$5.32M -$25.9K -38 -0.5%
MWA
1725
Medallion Wealth Advisors
Connecticut
$5.32M +$331K +485 +6%