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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
2251
TrinityPoint Wealth
Connecticut
$957K -$1.5K -3 -0.2%
SIAS
2252
Summit Investment Advisory Services
Minnesota
$954K +$145K +290 +19%
TH
2253
Team Hewins
California
$951K -$3K -6 -0.3%
VFPI
2254
Vantage Financial Partners (Illinois)
Illinois
$950K +$164K +328 +22%
OWA
2255
Octavia Wealth Advisors
Ohio
$950K -$927K -1,852 -51%
OSNBOA
2256
Old Second National Bank of Aurora
Illinois
$948K – – –
PWM
2257
Prosperity Wealth Management
California
$945K +$210K +419 +30%
SBF
2258
Sara-Bay Financial
Florida
$945K +$72.6K +145 +9%
VAMG
2259
Voisard Asset Management Group
Michigan
$944K – – –
AIS
2260
American Investment Services
Massachusetts
$940K -$10K -20 -1%
FTDI
2261
First Trust Direct Indexing
Massachusetts
$937K +$400K +800 +81%
AW
2262
Alaethes Wealth
Nevada
$937K -$239K -477 -21%
SSWM
2263
Smith Salley Wealth Management
North Carolina
$936K -$1.44M -2,886 -62%
TWM
2264
Trinity Wealth Management
Pennsylvania
$934K -$92.1K -184 -9%
SAM
2265
Sompo Asset Management
Japan
$934K -$179K -357 -17%
TF
2266
Theory Financial
Colorado
$931K +$159K +318 +22%
MWA
2267
Muirfield Wealth Advisors
North Carolina
$929K +$35K +70 +4%
JF
2268
Joule Financial
Kentucky
$929K -$25.5K -51 -3%
AFG
2269
ABLE Financial Group
Arizona
$927K -$129K -258 -13%
SCM
2270
Sage Capital Management
New Jersey
$927K +$500 +1 +0.1%
Russell Investments Group
2271
Russell Investments Group
United Kingdom
$925K +$773K +1,544 +718%
JE
2272
JMAC Enterprises
Pennsylvania
$924K -$4K -8 -0.5%
CBB
2273
Citizens Business Bank
California
$920K – – –
BFG
2274
Bouchey Financial Group
New York
$914K -$19.5K -39 -2%
WAOTB
2275
Wealth Advisors of Tampa Bay
Florida
$913K -$140K -280 -14%