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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWI
1726
Facet Wealth Inc
Maryland
$3.82M +$516K +873 +15%
LI
1727
LVZ Inc
Michigan
$3.82M -$1.4M -2,376 -26%
KP
1728
Keel Point
Alabama
$3.81M -$58.5K -99 -1%
SCA
1729
Sage Capital Advisors
South Dakota
$3.81M -$467K -791 -10%
HP
1730
Holistic Planning
Texas
$3.81M +$34.8K +59 +0.9%
MIM
1731
Macroview Investment Management
Maryland
$3.8M -$895K -1,515 -18%
WSA
1732
Warm Springs Advisors
California
$3.8M +$62K +105 +2%
MAMG
1733
Milestone Asset Management Group
Connecticut
$3.8M +$75.6K +128 +2%
FP
1734
Financial Perspectives
Minnesota
$3.8M +$38.4K +65 +1%
PPWP
1735
Premier Path Wealth Partners
New Jersey
$3.8M -$78.5K -133 -2%
FUBT
1736
First United Bank & Trust
Maryland
$3.79M +$102K +173 +3%
HWM
1737
Hemington Wealth Management
Virginia
$3.78M -$88.6K -150 -2%
TCOTS
1738
Trust Company of the South
North Carolina
$3.78M +$65K +110 +2%
RWPA
1739
Richard W. Paul & Associates
Michigan
$3.78M +$56.7K +96 +1%
SJIM
1740
St. Johns Investment Management
Florida
$3.77M -$82.7K -140 -2%
Vanguard Personalized Indexing Management
1741
Vanguard Personalized Indexing Management
California
$3.77M +$717K +1,215 +22%
TPA
1742
Trivium Point Advisory
Connecticut
$3.77M -$650K -1,100 -14%
RBC
1743
Romano Brothers & Co
Illinois
$3.76M -$51.4K -87 -1%
WAM
1744
WNY Asset Management
New York
$3.75M -$118K -199 -3%
TAP
1745
Tounjian Advisory Partners
Florida
$3.74M +$3.93M +6,662 New
SCG
1746
Sonata Capital Group
Washington
$3.72M -$10K -17 -0.3%
MFF
1747
Michels Family Financial
Texas
$3.72M +$14.2K +24 +0.4%
AIC
1748
Ayalon Insurance Company
Israel
$3.72M -$1.95M -3,308 -33%
FC
1749
Forte Capital
New York
$3.71M -$66.1K -112 -2%
AWM
1750
Alterna Wealth Management
Texas
$3.71M +$621K +1,051 +19%