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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAMG
2251
Voisard Asset Management Group
Michigan
$1.75M -$129K -225 -7%
BMWM
2252
Brown Miller Wealth Management
Virginia
$1.74M -$334K -582 -17%
CIA
2253
Cape Investment Advisory
Georgia
$1.74M +$425K +741 +36%
R
2254
Rebalance
California
$1.74M +$5.17K +9 +0.3%
RBC
2255
Roble Belko & Company
Pennsylvania
$1.73M – – –
TCBWMS
2256
Texas Capital Bank Wealth Management Services
Texas
$1.73M -$28.7K -50 -2%
FCT
2257
First Community Trust
Iowa
$1.73M – – –
MCM
2258
McRae Capital Management
New Jersey
$1.73M -$231K -402 -13%
MAWA
2259
Moss Adams Wealth Advisors
Washington
$1.73M -$210K -365 -12%
FA
2260
Financial Advisors
Massachusetts
$1.72M -$15.5K -27 -1%
EBT
2261
Enterprise Bank & Trust
Massachusetts
$1.72M -$2.65M -4,609 -63%
DCM
2262
Donaldson Capital Management
Indiana
$1.72M -$32.7K -57 -2%
DJSG
2263
D.J. St. Germain
Massachusetts
$1.71M -$451K -786 -22%
AAM
2264
Austin Asset Management
Texas
$1.71M -$8.04K -14 -0.5%
EP
2265
EPIQ Partners
Minnesota
$1.71M +$56.3K +98 +4%
BWA
2266
Bordeaux Wealth Advisors
California
$1.7M -$121K -210 -7%
NWA
2267
Navis Wealth Advisors
New York
$1.7M +$1.06M +1,847 +207%
LA
2268
LM Advisors
California
$1.7M -$17.2K -30 -1%
FGWP
2269
Founders Grove Wealth Partners
Virginia
$1.7M -$24.1K -42 -2%
ICM
2270
Islay Capital Management
Texas
$1.7M -$466K -811 -23%
1CP
2271
17 Capital Partners
Arizona
$1.69M +$8.61K +15 +0.6%
FA
2272
Faithward Advisors
Pennsylvania
$1.69M -$3.44K -6 -0.2%
KPP
2273
Kings Path Partners
Texas
$1.69M +$4.02K +7 +0.3%
JWS
2274
Juncture Wealth Strategies
Arizona
$1.68M -$1.15K -2 -0.1%
AFG
2275
Altiora Financial Group
Ohio
$1.68M +$80.4K +140 +5%