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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMH
2101
Sanders Morris Harris
Texas
$711K +$337K +800 +101%
MMPW
2102
Mitchell McLeod Pugh & Williams
Alabama
$704K -$45.9K -109 -6%
NLP
2103
Next Level Private
New York
$703K +$671K +1,592 New
TPA
2104
Trivium Point Advisory
Connecticut
$702K +$231K +548 +53%
TFA
2105
Triad Financial Advisors
North Carolina
$701K
EWP
2106
Engrave Wealth Partners
Texas
$699K
IFS
2107
Ifrah Financial Services
Arkansas
$699K -$3.79K -9 -0.6%
PS
2108
Portfolio Strategies
New York
$698K +$21.9K +52 +3%
RFN
2109
Redwood Financial Network
Ohio
$696K -$15.2K -36 -2%
FFG
2110
Frisch Financial Group
New York
$695K +$288K +683 +78%
CA
2111
Carson Advisory
Georgia
$694K -$29.5K -70 -4%
CCG
2112
Ceeto Capital Group
Florida
$694K
ERIM
2113
Eagle Ridge Investment Management
Connecticut
$690K +$10.5K +25 +2%
CMS
2114
Capital Market Strategies
Florida
$689K +$651K +1,545 New
HCM
2115
Howland Capital Management
Massachusetts
$687K +$223K +528 +52%
TH
2116
Team Hewins
California
$686K
MAM
2117
Milestone Asset Management
Pennsylvania
$681K +$29.1K +69 +5%
SIS
2118
Sound Income Strategies
Florida
$680K -$71.2K -169 -10%
FRA
2119
Front Row Advisors
California
$678K +$31.6K +75 +5%
Capital International Investors
2120
Capital International Investors
California
$677K +$213K +505 +49%
MCCP
2121
Mission Creek Capital Partners
California
$676K
RC
2122
Reik & Co
New York
$676K +$639K +1,516 New
FWA
2123
FSC Wealth Advisors
New York
$675K +$96.9K +230 +18%
WWM
2124
WT Wealth Management
Arizona
$671K -$4.21K -10 -0.7%
JWS
2125
Juncture Wealth Strategies
Arizona
$670K -$37.1K -88 -6%