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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PG
1726
Prostatis Group
Maryland
$3.11M -$255K -458 -8%
SPC
1727
Spirepoint Private Client
Florida
$3.11M +$40K +72 +1%
WFAG
1728
Worth Financial Advisory Group
North Carolina
$3.1M -$1.67K -3 -0.1%
PA
1729
Procyon Advisors
Connecticut
$3.09M +$4.45K +8 +0.1%
HWM
1730
Howard Wealth Management
Connecticut
$3.09M +$133K +239 +5%
NCM
1731
Northwest Capital Management
Oregon
$3.09M -$4.45K -8 -0.1%
TWCA
1732
Two West Capital Advisors
Kansas
$3.08M -$177K -319 -6%
LSIA
1733
LaSalle St. Investment Advisors
Illinois
$3.07M +$888K +1,597 +43%
FNC
1734
First National Corp
Massachusetts
$3.07M +$43.4K +78 +1%
SAI
1735
Savvy Advisors Inc
New York
$3.06M -$4.95M -8,897 -63%
BFO
1736
Biltmore Family Office
North Carolina
$3.05M – – –
CFMC
1737
Curbstone Financial Management Corp
New Hampshire
$3.04M +$55.6K +100 +2%
SWM
1738
Segment Wealth Management
Texas
$3.03M +$2.78K +5 +0.1%
LCM
1739
Liberty Capital Management
Michigan
$3.03M – – –
Connor, Clark & Lunn Investment Management (CC&L)
1740
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.03M – – –
PWW
1741
Pettyjohn Wood & White
Virginia
$3.02M -$71.7K -129 -2%
PCH
1742
PGIM Custom Harvest
New Jersey
$3.02M +$315K +567 +12%
GSIS
1743
Global Strategic Investment Solutions
Arizona
$3.01M +$82.8K +149 +3%
RT
1744
Rockland Trust
Massachusetts
$3.01M -$459K -825 -14%
MJRIC
1745
Mogy Joel R Investment Counsel
California
$3M -$63.4K -114 -2%
ATWA
1746
Arbor Trust Wealth Advisors
Michigan
$3M – – –
UCMOK
1747
United Capital Management of KS
Kansas
$3M -$266K -478 -8%
SFWA
1748
Summit Financial Wealth Advisors
Louisiana
$3M +$45.6K +82 +2%
CNBT
1749
Canandaigua National Bank & Trust
New York
$2.99M +$2.89M +5,191 New
WLPWM
1750
Walled Lake Planning & Wealth Management
Illinois
$2.98M +$74.5K +134 +3%