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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
2326
Scott Capital Advisors
Oregon
$2.22M +$6.79K +10 +0.3%
GAM
2327
Griffin Asset Management
New York
$2.21M -$61.8K -91 -3%
APW
2328
Atlantic Private Wealth
North Carolina
$2.2M -$109K -160 -5%
S
2329
Sachetta
Massachusetts
$2.2M -$901K -1,327 -29%
PA
2330
PSI Advisors
Florida
$2.2M +$49.6K +73 +2%
BTW
2331
Boston Trust Walden
Massachusetts
$2.2M
WRPWM
2332
Werba Rubin Papier Wealth Management
California
$2.19M -$123K -181 -5%
EWM
2333
Evolution Wealth Management
Florida
$2.19M +$373K +549 +21%
ISB
2334
Iowa State Bank
Iowa
$2.19M
IP
2335
Integras Partners
Georgia
$2.19M -$53K -78 -2%
JMFC
2336
J.M. Forbes & Co
Massachusetts
$2.19M +$48.9K +72 +2%
FVCM
2337
F&V Capital Management
Florida
$2.19M
BFA
2338
Bragg Financial Advisors
North Carolina
$2.18M -$21.1K -31 -1%
CWM
2339
Castle Wealth Management
Florida
$2.18M -$40.7K -60 -2%
SEP
2340
Signature Equity Partners
Ohio
$2.18M +$2.16M +3,175 New
JIR
2341
James Investment Research
Ohio
$2.17M -$102K -150 -5%
CFO
2342
Collective Family Office
Pennsylvania
$2.17M -$234K -344 -10%
RPWA
2343
Regent Peak Wealth Advisors
Georgia
$2.16M -$124K -182 -5%
LFG
2344
Lazard Frères Gestion
France
$2.16M
T
2345
Tableaux
Massachusetts
$2.15M -$2.18M -3,206 -50%
SSWM
2346
Smith Salley Wealth Management
North Carolina
$2.13M +$21.1K +31 +1%
KCAM
2347
Kagan Cocozza Asset Management
New Jersey
$2.13M -$13.6K -20 -0.6%
FFG
2348
Fortress Financial Group
Minnesota
$2.13M +$679 +1 +0%
Fayez Sarofim & Co
2349
Fayez Sarofim & Co
Texas
$2.12M +$1.54M +2,264 +271%
MPCL
2350
My Personal CFO LLC
Washington
$2.12M -$11.7M -17,268 -85%