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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EL
1801
Essex LLC
Illinois
$2.31M -$178K -356 -8%
Vanguard Personalized Indexing Management
1802
Vanguard Personalized Indexing Management
California
$2.3M +$1.45M +2,893 +195%
DFC
1803
DBK Financial Counsel
Ohio
$2.3M -$313K -625 -13%
CPA
1804
Court Place Advisors
Maryland
$2.27M +$2.16M +4,321 New
APP
1805
Avantax Planning Partners
Iowa
$2.27M +$941K +1,881 +77%
FAG
1806
Fortitude Advisory Group
Washington
$2.25M -$290K -580 -12%
EWA
1807
Encompass Wealth Advisors
Oregon
$2.25M -$14.5K -29 -0.7%
PWW
1808
Pettyjohn Wood & White
Virginia
$2.24M -$81.6K -163 -4%
CB
1809
Cadence Bank
Mississippi
$2.23M -$65K -130 -3%
OWP
1810
Obermeyer Wealth Partners
Colorado
$2.22M -$157K -313 -7%
BMO
1811
Beck Mack & Oliver
New York
$2.22M
GFA
1812
Gallagher Fiduciary Advisors
Illinois
$2.22M -$16.5K -33 -0.8%
GI
1813
GAMMA Investing
California
$2.21M +$1.19M +2,370 +129%
SMWM
1814
Silvia McColl Wealth Management
California
$2.21M
PPWP
1815
Premier Path Wealth Partners
New Jersey
$2.21M -$90.6K -181 -4%
IAS
1816
Insigneo Advisory Services
Florida
$2.19M +$1.07M +2,146 +106%
TCWA
1817
Turtle Creek Wealth Advisors
Texas
$2.19M +$5K +10 +0.2%
FM
1818
Family Management
New York
$2.19M +$2.5K +5 +0.1%
HT
1819
Headlands Technologies
Illinois
$2.19M +$1.61M +3,212 +340%
MIM
1820
Montgomery Investment Management
Maryland
$2.18M +$103K +206 +5%
GWMR
1821
GC Wealth Management RIA
Massachusetts
$2.18M +$550K +1,100 +36%
LA
1822
Lane & Associates
New Jersey
$2.16M +$45K +90 +2%
AT
1823
Arlington Trust
Alabama
$2.16M -$24K -48 -1%
IAA
1824
Ironsides Asset Advisors
North Carolina
$2.16M
AI
1825
Axiom Investors
Connecticut
$2.16M +$350K +700 +21%