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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GJWM
1876
Gilliland Jeter Wealth Management
Arkansas
$3.61M +$427K +663 +14%
NRG
1877
Nemes Rush Group
Michigan
$3.61M +$3.22K +5 +0.1%
HFRG
1878
Houlihan Financial Resource Group
Virginia
$3.6M -$3.2M -4,972 -48%
DWA
1879
Delta Wealth Advisors
Indiana
$3.6M -$40.6K -63 -1%
SDWMA
1880
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.59M -$119K -184 -3%
MIM
1881
Montgomery Investment Management
Maryland
$3.59M +$160K +249 +5%
MWM
1882
Maridea Wealth Management
New York
$3.59M -$947K -1,471 -22%
LSA
1883
Lansing Street Advisors
Pennsylvania
$3.59M -$120K -187 -3%
AW
1884
Alaethes Wealth
Nevada
$3.59M -$71.5K -111 -2%
NCG
1885
Newport Capital Group
New Jersey
$3.58M
RCM
1886
Ridgepath Capital Management
Tennessee
$3.57M +$75.4K +117 +2%
BWA
1887
Blodgett Wealth Advisors
California
$3.56M +$71.5K +111 +2%
MYIA
1888
Mount Yale Investment Advisors
Colorado
$3.56M -$27.8M -43,194 -89%
JFGLC
1889
Johnson Financial Group LLC (Colorado)
Colorado
$3.56M +$1.52M +2,360 +80%
DF
1890
Dunhill Financial
United Kingdom
$3.54M -$77.3K -120 -2%
FWA
1891
FSM Wealth Advisors
Ohio
$3.54M +$126K +195 +4%
GSIS
1892
Global Strategic Investment Solutions
Arizona
$3.51M +$644 +1 +0%
CWM
1893
Centric Wealth Management
Illinois
$3.51M +$644 +1 +0%
Connor, Clark & Lunn Investment Management (CC&L)
1894
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.51M
CI
1895
Ceera Investments
Texas
$3.5M +$77.9K +121 +2%
MJRIC
1896
Mogy Joel R Investment Counsel
California
$3.5M
AIA
1897
Arcadia Investment Advisors
Idaho
$3.49M -$56K -87 -2%
PCH
1898
PGIM Custom Harvest
New Jersey
$3.49M -$560K -869 -14%
AP
1899
Appleton Partners
Massachusetts
$3.49M -$120K -186 -3%
BWA
1900
BlueSky Wealth Advisors
North Carolina
$3.45M +$9.02K +14 +0.3%