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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWMU
1726
Caliber Wealth Management (Utah)
Utah
$672K -$10.8K -28 -2%
MAA
1727
Matrix Asset Advisors
New York
$672K +$25.9K +67 +4%
SWM
1728
Southern Wealth Management
Texas
$670K +$5.03K +13 +0.8%
APP
1729
Avantax Planning Partners
Iowa
$669K -$40.7K -105 -6%
JFS
1730
JD Financial Services
Pennsylvania
$665K -$534K -1,379 -45%
FA
1731
Faithward Advisors
Pennsylvania
$664K +$647K +1,670 New
IFS
1732
Ifrah Financial Services
Arkansas
$664K +$647K +1,670 New
Kovitz Investment Group Partners
1733
Kovitz Investment Group Partners
Illinois
$661K -$3.1K -8 -0.5%
ME
1734
McIlrath & Eck
Washington
$661K +$6.58K +17 +1%
HFAS
1735
Hummer Financial Advisory Services
Illinois
$654K – – –
BB
1736
Berkshire Bank
Massachusetts
$654K +$56.5K +146 +10%
TPA
1737
Trivium Point Advisory
Connecticut
$654K +$267K +690 +72%
CAI
1738
Capital Advisors Inc
Oklahoma
$649K -$30.2K -78 -5%
CS
1739
Cannell & Spears
New York
$646K – – –
HC
1740
Hamilton Capital
Ohio
$645K -$844K -2,180 -57%
MA
1741
MONECO Advisors
Connecticut
$645K -$36.4K -94 -5%
CIP
1742
Chartwell Investment Partners
Pennsylvania
$643K – – –
SIA
1743
Stegner Investment Associates
Kentucky
$643K +$263K +678 +72%
SQA
1744
Simon Quick Advisors
New Jersey
$642K +$1.16K +3 +0.2%
W
1745
WealthOne
New York
$642K +$140K +361 +29%
SFWA
1746
Summit Financial Wealth Advisors
Louisiana
$641K -$103K -266 -13%
NSB
1747
Norway Savings Bank
Maine
$641K +$252K +650 +68%
SHWM
1748
Smith & Howard Wealth Management
Georgia
$639K – – –
HFG
1749
Heron Financial Group
New York
$632K +$17.4K +45 +3%
TNA
1750
True North Advisors
Texas
$629K -$68.9K -178 -10%