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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Smith Salley Wealth Management
2351
Smith Salley Wealth Management
North Carolina
$2.13M +$21.1K +31 +1%
KCAM
2352
Kagan Cocozza Asset Management
New Jersey
$2.13M -$13.6K -20 -0.6%
FFG
2353
Fortress Financial Group
Minnesota
$2.13M +$679 +1 +0%
Fayez Sarofim & Co
2354
Fayez Sarofim & Co
Texas
$2.12M +$1.54M +2,264 +271%
MPCL
2355
My Personal CFO LLC
Washington
$2.12M -$11.7M -17,268 -85%
RIA
2356
Realta Investment Advisors
Delaware
$2.12M -$69.3K -102 -3%
HA
2357
Huntleigh Advisors
Missouri
$2.12M -$14.3K -21 -0.7%
AWA
2358
Arbor Wealth Advisors
Michigan
$2.1M +$7.47K +11 +0.4%
RA
2359
Rodgers & Associates
Pennsylvania
$2.1M -$6.79K -10 -0.3%
Perfromance Wealth Partners
2360
Perfromance Wealth Partners
Illinois
$2.1M +$237K +349 +13%
DWA
2361
Delap Wealth Advisory
Oregon
$2.09M +$158K +233 +8%
KAM
2362
KEB Asset Management
Illinois
$2.09M -$9.51K -14 -0.5%
SG
2363
Sankala Group
Colorado
$2.08M +$2.05M +3,023 New
GWM
2364
Greenwich Wealth Management
Connecticut
$2.08M +$95.7K +141 +5%
KFP
2365
Kerr Financial Planning
California
$2.08M +$6.11K +9 +0.3%
Loring Wolcott & Coolidge Fiduciary Advisors
2366
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.08M -$238K -350 -11%
JWWM
2367
Johnson & White Wealth Management
Pennsylvania
$2.07M -$35.3K -52 -2%
SHFG
2368
S Harris Financial Group
Texas
$2.07M +$2.05M +3,026 New
Qube Research & Technologies (QRT)
2369
Qube Research & Technologies (QRT)
United Kingdom
$2.07M -$3.32M -4,883 -62%
JCM
2370
J2 Capital Management
Michigan
$2.06M +$71.3K +105 +4%
FWM
2371
Fingerlakes Wealth Management
New York
$2.06M -$55.7K -82 -3%
ZIG
2372
Zullo Investment Group
Pennsylvania
$2.06M -$140K -206 -6%
W
2373
Wealthquest
Ohio
$2.06M +$2.04M +3,004 New
APC
2374
Aspire Private Capital
North Carolina
$2.05M -$40.7K -60 -2%
BI
2375
Bolthouse Investments
California
$2.05M – – –