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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
2051
Delta Wealth Advisors
Indiana
$3.46M -$221K -326 -6%
EAM
2052
Evanson Asset Management
California
$3.45M +$124K +183 +4%
FCM
2053
Firestone Capital Management
Florida
$3.43M +$52.3K +77 +2%
CAM
2054
Cidel Asset Management
Ontario, Canada
$3.43M – – –
PMA
2055
Prudent Man Advisors
Illinois
$3.43M +$179K +264 +6%
CFA
2056
CWS Financial Advisors
Michigan
$3.43M -$11.5K -17 -0.3%
HAS
2057
HBW Advisory Services
California
$3.43M +$170K +250 +5%
PWM
2058
PMG Wealth Management
Illinois
$3.38M – – –
Rothschild & Co Wealth Management (UK)
2059
Rothschild & Co Wealth Management (UK)
United Kingdom
$3.38M – – –
CL
2060
COWA LLC
Oklahoma
$3.36M -$50.9K -75 -2%
PCMF
2061
Private Capital Management (Florida)
Florida
$3.36M -$31.9K -47 -0.9%
ECA
2062
Elevated Capital Advisors
Utah
$3.36M -$97.8K -144 -3%
GFPC
2063
Global Financial Private Client
Florida
$3.36M -$6.11K -9 -0.2%
HFS
2064
Hughes Financial Services
Virginia
$3.35M -$26.5K -39 -0.8%
SA
2065
SRH Advisors
Kansas
$3.34M – – –
FM
2066
Family Management
New York
$3.34M -$105K -154 -3%
CF
2067
Centaurus Financial
California
$3.34M -$37.3K -55 -1%
WF
2068
Warner Financial
Maryland
$3.34M -$38K -56 -1%
TPWM
2069
Twelve Points Wealth Management
Massachusetts
$3.34M +$2.37M +3,493 +270%
SVWAG
2070
Sound View Wealth Advisors Group
Georgia
$3.32M -$426K -627 -11%
CSC
2071
Caldwell Sutter Capital
California
$3.32M – – –
TCWM
2072
Total Clarity Wealth Management
Illinois
$3.31M -$211K -310 -6%
MGW
2073
MB Generational Wealth
Washington
$3.3M -$4.75K -7 -0.1%
CA
2074
Capital Advantage
California
$3.3M -$1.36K -2 -0%
SP
2075
SmartHarvest Portfolios
Washington
$3.3M +$3.27M +4,814 New