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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
V
2051
ViaWealth
Kansas
$681K +$200K +498 +43%
IPW
2052
Inlet Private Wealth
Florida
$681K +$1.6K +4 +0.2%
APIM
2053
Agate Pass Investment Management
Washington
$681K +$6.82K +17 +1%
HCM
2054
Hollencrest Capital Management
California
$678K -$30.9K -77 -4%
WCM
2055
Whitener Capital Management
North Carolina
$676K -$3.61K -9 -0.5%
HFAS
2056
Hummer Financial Advisory Services
Illinois
$676K
JBA
2057
Johnson Bixby & Associates
Washington
$675K
WP
2058
Wealthspan Partners
Iowa
$675K -$424K -1,058 -39%
AWA
2059
AmeriServ Wealth Advisors
Pennsylvania
$671K
CSIA
2060
Charles Schwab Investment Advisory
California
$671K -$132K -329 -17%
MWM
2061
Meritas Wealth Management
California
$670K -$68.2K -170 -9%
CA
2062
Carson Advisory
Georgia
$669K -$3.21K -8 -0.5%
HWM
2063
Horizons Wealth Management
North Carolina
$668K +$61.3K +153 +10%
MIAS
2064
Mason Investment Advisory Services
Virginia
$667K
MHWM
2065
Montz Harcus Wealth Management
Louisiana
$666K +$2.41K +6 +0.4%
WIC
2066
Woodmont Investment Counsel
Tennessee
$665K
TWP
2067
Transparent Wealth Partners
Arkansas
$665K -$11.2K -28 -2%
CHP
2068
Cable Hill Partners
Oregon
$661K -$96.6K -241 -13%
APW
2069
Aurora Private Wealth
New Jersey
$661K +$802 +2 +0.1%
SCP
2070
Stevens Capital Partners
Nebraska
$659K -$64.9K -162 -9%
Wealthfront Advisers
2071
Wealthfront Advisers
California
$657K +$284K +708 +79%
RFN
2072
Redwood Financial Network
Ohio
$656K -$70.6K -176 -10%
AWAG
2073
ARS Wealth Advisors Group
Florida
$655K -$50.9K -127 -7%
JWS
2074
Juncture Wealth Strategies
Arizona
$654K +$2K +5 +0.3%
APWA
2075
Atlas Private Wealth Advisors
New Jersey
$654K -$11.6K -29 -2%