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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
1801
Curbstone Financial Management Corp
New Hampshire
$2.32M +$1.41M +2,820 +177%
CA
1802
CapWealth Advisors
Tennessee
$2.31M -$42.5K -85 -2%
EL
1803
Essex LLC
Illinois
$2.31M -$178K -356 -8%
Vanguard Personalized Indexing Management
1804
Vanguard Personalized Indexing Management
California
$2.3M +$1.45M +2,893 +195%
DFC
1805
DBK Financial Counsel
Ohio
$2.3M -$313K -625 -13%
CPA
1806
Court Place Advisors
Maryland
$2.27M +$2.16M +4,321 New
APP
1807
Avantax Planning Partners
Iowa
$2.27M +$941K +1,881 +77%
FAG
1808
Fortitude Advisory Group
Washington
$2.25M -$290K -580 -12%
EWA
1809
Encompass Wealth Advisors
Oregon
$2.25M -$14.5K -29 -0.7%
PWW
1810
Pettyjohn Wood & White
Virginia
$2.24M -$81.6K -163 -4%
CB
1811
Cadence Bank
Mississippi
$2.23M -$65K -130 -3%
OWP
1812
Obermeyer Wealth Partners
Colorado
$2.22M -$157K -313 -7%
BMO
1813
Beck Mack & Oliver
New York
$2.22M – – –
GFA
1814
Gallagher Fiduciary Advisors
Illinois
$2.22M -$16.5K -33 -0.8%
GI
1815
GAMMA Investing
California
$2.21M +$1.19M +2,370 +129%
SMWM
1816
Silvia McColl Wealth Management
California
$2.21M – – –
PPWP
1817
Premier Path Wealth Partners
New Jersey
$2.21M -$90.6K -181 -4%
IAS
1818
Insigneo Advisory Services
Florida
$2.19M +$1.07M +2,146 +106%
TCWA
1819
Turtle Creek Wealth Advisors
Texas
$2.19M +$5K +10 +0.2%
FM
1820
Family Management
New York
$2.19M +$2.5K +5 +0.1%
HT
1821
Headlands Technologies
Illinois
$2.19M +$1.61M +3,212 +340%
MIM
1822
Montgomery Investment Management
Maryland
$2.18M +$103K +206 +5%
GWMR
1823
GC Wealth Management RIA
Massachusetts
$2.18M +$550K +1,100 +36%
LA
1824
Lane & Associates
New Jersey
$2.16M +$45K +90 +2%
AT
1825
Arlington Trust
Alabama
$2.16M -$24K -48 -1%