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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
2476
Capstone Financial Advisors
Illinois
$758K +$1.67K +3 +0.2%
PFA
2477
Pathway Financial Advisors
Vermont
$758K – – –
FFG
2478
Frisch Financial Group
New York
$757K -$41.7K -75 -5%
FFG
2479
Fiduciary Financial Group
California
$756K +$77.3K +139 +12%
CCG
2480
Chatham Capital Group
Georgia
$755K – – –
TC
2481
Tenret Company
Florida
$754K – – –
CA
2482
Carson Advisory
Georgia
$753K +$6.67K +12 +0.9%
SDWIA
2483
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$753K +$46.7K +84 +7%
TAM
2484
Townsend Asset Management
North Carolina
$751K -$16.1K -29 -2%
STCOSD
2485
Sageworth Trust Company of South Dakota
South Dakota
$751K +$128K +230 +21%
FAM
2486
Fenimore Asset Management
New York
$750K +$55.6K +100 +8%
Invesco
2487
Invesco
Georgia
$748K +$277K +499 +63%
BWP
2488
Balboa Wealth Partners
Arizona
$745K +$9.45K +17 +1%
HTHT
2489
Hemenway Trust Hemenway Trust
New Hampshire
$743K -$5.56K -10 -0.8%
FNBOMD
2490
First National Bank of Mount Dora
Florida
$732K – – –
HWM
2491
Horizons Wealth Management
North Carolina
$731K -$10.6K -19 -1%
UWM
2492
USAdvisors Wealth Management
Minnesota
$730K +$53.9K +97 +8%
SW
2493
SMART Wealth
Nebraska
$728K +$172K +309 +32%
TFGT
2494
TS Financial Group (TSFG)
Illinois
$726K -$47.8K -86 -6%
ACA
2495
Anchor Capital Advisors
Massachusetts
$725K – – –
BST
2496
Bath Savings Trust
Maine
$724K +$2.22K +4 +0.3%
IWM
2497
Iams Wealth Management
Nebraska
$724K +$63.4K +114 +10%
AA
2498
Addison Advisors
Vermont
$722K -$56.2K -101 -7%
WA1
2499
Wimmer Associates 1
California
$721K – – –
CF
2500
Convergence Financial
Missouri
$718K -$161K -289 -19%