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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1801
Merkkuri Wealth Advisors
New York
$3.74M -$457K -772 -11%
LWM
1802
Lyell Wealth Management
California
$3.74M – – –
Clifford Swan Investment Counsel
1803
Clifford Swan Investment Counsel
California
$3.74M – – –
KFSN
1804
Keystone Financial Services (Nebraska)
Nebraska
$3.74M +$3.76M +6,348 New
NAAA
1805
New Age Alpha Advisors
New York
$3.72M +$3.74M +6,317 New
CSWM
1806
Cassady Schiller Wealth Management
Ohio
$3.72M -$130K -220 -3%
SFG
1807
Sage Financial Group
Pennsylvania
$3.71M +$228K +385 +7%
GAMMA Investing
1808
GAMMA Investing
California
$3.7M +$926K +1,564 +33%
Vontobel Holding
1809
Vontobel Holding
Switzerland
$3.7M -$139K -234 -4%
MA
1810
Maxele Advisors
Missouri
$3.68M +$3.7M +6,247 New
PAG
1811
Paladin Advisory Group
Iowa
$3.67M +$114K +193 +3%
OC
1812
Oakworth Capital
Alabama
$3.66M +$405K +685 +12%
CBT
1813
CoreFirst Bank & Trust
Kansas
$3.66M -$427K -721 -10%
MWA
1814
Medallion Wealth Advisors
Connecticut
$3.66M +$3.68M +6,210 New
FW
1815
FullCircle Wealth
Texas
$3.64M -$107K -180 -3%
WFA
1816
WestHill Financial Advisors
California
$3.64M -$276K -467 -7%
SPF
1817
South Plains Financial
Texas
$3.63M +$3.65M +6,163 New
EA
1818
Efficient Advisors
Ohio
$3.62M -$533K -900 -13%
HLCM
1819
Hi-Line Capital Management
South Dakota
$3.6M +$3.62M +6,110 New
CCM
1820
Condor Capital Management
New Jersey
$3.59M -$157K -265 -4%
OC
1821
Optima Capital
Oregon
$3.58M +$3.6M +6,090 New
MAV
1822
Mason & Associates (Virginia)
Virginia
$3.58M -$62.7K -106 -2%
CCP
1823
Clarkston Capital Partners
Michigan
$3.56M -$296K -500 -8%
GVCM
1824
Global View Capital Management
Wisconsin
$3.56M +$3.59M +6,067 New
AIM
1825
Advyzon Investment Management
Illinois
$3.54M +$3.56M +6,021 New