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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1726
Axiom Advisory
California
$2.75M +$2.75M +5,239 New
WLPWM
1727
Walled Lake Planning & Wealth Management
Illinois
$2.75M +$178K +339 +7%
SWM
1728
Sterling Wealth Management
Illinois
$2.75M -$395K -751 -13%
CTFG
1729
Capstone Triton Financial Group
Oklahoma
$2.75M +$37.3K +71 +1%
FCM
1730
Fortis Capital Management
Washington
$2.73M -$4.21K -8 -0.2%
RMDI
1731
R.M. Davis Inc
Maine
$2.73M -$20.5K -39 -0.8%
TW
1732
Traveka Wealth
California
$2.73M +$145K +275 +6%
PFSC
1733
Peoples Financial Services Corp
Pennsylvania
$2.73M -$596K -1,133 -19%
AIM
1734
Arcadia Investment Management
Michigan
$2.72M -$578K -1,100 -18%
MGW
1735
MB Generational Wealth
Washington
$2.71M -$136K -259 -5%
RCM
1736
Ridgepath Capital Management
Tennessee
$2.7M +$27.3K +52 +1%
PA
1737
PSI Advisors
Florida
$2.7M -$606K -1,152 -19%
RFG
1738
REAP Financial Group
Texas
$2.7M -$331K -629 -11%
RCWMU
1739
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.7M – – –
GWA
1740
Gratus Wealth Advisors
Virginia
$2.7M -$6.31K -12 -0.2%
PWM
1741
Paulson Wealth Management
Illinois
$2.68M +$35.2K +67 +1%
CCA
1742
Clarity Capital Advisors
Florida
$2.67M +$6.84K +13 +0.3%
Vanguard Personalized Indexing Management
1743
Vanguard Personalized Indexing Management
California
$2.67M +$263K +501 +11%
ACA
1744
Aptus Capital Advisors
Alabama
$2.66M -$520K -988 -17%
FGA
1745
Fortis Group Advisors
New Jersey
$2.66M -$82.6K -157 -3%
FA
1746
Forefront Analytics
Pennsylvania
$2.65M -$174K -330 -6%
KCPG
1747
Kavar Capital Partners Group
Kansas
$2.64M +$156K +296 +7%
RIA
1748
Realta Investment Advisors
Delaware
$2.64M +$1.83M +3,485 +261%
AF
1749
Alerus Financial
North Dakota
$2.64M -$128K -244 -5%
FA
1750
FF Advisors
California
$2.63M -$98.9K -188 -4%