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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
2076
Retirement Investment Advisors
Oklahoma
$3.01M – – –
PWC
2077
Pathfinder Wealth Consulting
North Carolina
$3M -$406K -594 -11%
IPW
2078
Impact Partnership Wealth
Georgia
$2.99M +$138K +202 +5%
AFG
2079
Allegheny Financial Group
Pennsylvania
$2.98M +$272K +398 +10%
NI
2080
NYL Investors
New York
$2.97M – – –
PW
2081
Potentia Wealth
California
$2.97M +$208K +305 +7%
LC
2082
Lincoln Capital
Nebraska
$2.97M -$145K -213 -4%
GCM
2083
Generation Capital Management
New York
$2.97M -$159K -233 -5%
MWC
2084
MBM Wealth Consultants
Missouri
$2.97M +$32.8K +48 +1%
JEST
2085
JTC Employer Solutions Trustee
Jersey
$2.96M -$1.7M -2,489 -35%
CPW
2086
Cove Private Wealth
New York
$2.96M +$2.28M +3,343 +280%
PIA
2087
Panoramic Investment Advisors
Colorado
$2.96M +$38.9K +57 +1%
BOSSRA
2088
B.O.S.S. Retirement Advisors
Utah
$2.96M -$778K -1,140 -20%
TSMHT
2089
Thurston Springer Miller Herd & Titak
Indiana
$2.96M -$158K -231 -5%
SWM
2090
Segment Wealth Management
Texas
$2.95M +$36.9K +54 +1%
CBT
2091
Central Bank & Trust
Kentucky
$2.95M -$47.1K -69 -2%
CAL
2092
Capital Advisors Ltd
Ohio
$2.95M -$8.86M -12,978 -74%
Meyer Handelman Company
2093
Meyer Handelman Company
New York
$2.94M -$68.3K -100 -2%
OPA
2094
Old Port Advisors
Maine
$2.93M -$886K -1,298 -22%
TNA
2095
True North Advisors
Texas
$2.93M +$1.11M +1,619 +56%
UAG
2096
United Advisor Group
Ohio
$2.92M -$1.75M -2,559 -36%
SWM
2097
SilverOak Wealth Management
Minnesota
$2.92M -$2.02M -2,963 -40%
RFP
2098
RCS Financial Planning
Maryland
$2.92M -$5.23M -7,665 -63%
FA
2099
Forefront Analytics
Pennsylvania
$2.92M -$159K -233 -5%
BCV
2100
Banque Cantonale Vaudoise
Switzerland
$2.92M -$23.2K -34 -0.8%