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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2351
Copia Wealth Management
Oregon
$1.31M -$16.5K -28 -1%
CWA
2352
Cura Wealth Advisors
Illinois
$1.31M +$365K +618 +36%
CCM
2353
Crew Capital Management
Ohio
$1.31M +$111K +188 +9%
CWM
2354
Cabot Wealth Management
Massachusetts
$1.31M -$23.6K -40 -2%
RA
2355
RoundAngle Advisors
New Jersey
$1.31M +$29.5K +50 +2%
MCM
2356
Mendel Capital Management
Arkansas
$1.31M +$591 +1 +0%
SW
2357
SkyOak Wealth
Michigan
$1.31M -$81.5K -138 -6%
CWG
2358
Crown Wealth Group
North Carolina
$1.31M -$465K -787 -25%
SA
2359
Skyline Advisors
Washington
$1.3M
PP
2360
Patron Partners
Texas
$1.3M +$23K +39 +2%
FAG
2361
Fortitude Advisory Group
Washington
$1.3M -$100K -170 -6%
PPW
2362
Parcion Private Wealth
Washington
$1.3M +$400K +677 +42%
MKW
2363
Mullaney, Keating & Wright
Connecticut
$1.29M -$142K -240 -9%
BOM
2364
Bank of Marin
California
$1.29M -$15.9K -27 -1%
APWA
2365
Atlas Private Wealth Advisors
New Jersey
$1.29M -$136K -230 -9%
CGL
2366
Clarius Group LLC
Washington
$1.29M +$2.36K +4 +0.2%
UFA
2367
Uptown Financial Advisors
Texas
$1.29M
FIM
2368
FWL Investment Management
Texas
$1.29M -$298K -504 -18%
FMTC
2369
Farmers & Merchants Trust Company
California
$1.28M
PGWM
2370
Pitti Group Wealth Management
New York
$1.28M +$20.7K +35 +2%
AMCA
2371
Arthur M. Cohen & Associates
Illinois
$1.28M +$25.4K +43 +2%
MHB
2372
Midwest Heritage Bank
Iowa
$1.28M
CP
2373
Clarendon Private
Massachusetts
$1.28M +$92.7K +157 +7%
CAL
2374
Capital Advisors Ltd
Ohio
$1.28M +$2.36K +4 +0.2%
SSWM
2375
Smith Salley Wealth Management
North Carolina
$1.27M -$11.2K -19 -0.8%