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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
STCOSD
2701
Sageworth Trust Company of South Dakota
South Dakota
$732K – – –
IRAG
2702
Investment Research & Advisory Group
Georgia
$731K -$13K -22 -2%
DLCIG
2703
D.L. Carlson Investment Group
New Hampshire
$730K +$35.4K +60 +5%
Invesco
2704
Invesco
Georgia
$729K – – –
MSWM
2705
Mowery & Schoenfeld Wealth Management
Illinois
$727K -$414K -701 -35%
CIM
2706
Cambria Investment Management
California
$727K -$74.4K -126 -9%
LFGO
2707
Legacy Financial Group (Oklahoma)
Oklahoma
$724K -$60.2K -102 -7%
CWAG
2708
Compton Wealth Advisory Group
Virginia
$723K – – –
TPWM
2709
Twelve Points Wealth Management
Massachusetts
$723K +$131K +221 +21%
TFA
2710
Trinity Financial Advisors
Ohio
$722K +$572K +968 +262%
BDPWM
2711
Barnes Dennig Private Wealth Management
Ohio
$720K +$757K +1,282 New
CCA
2712
Conservest Capital Advisors
Pennsylvania
$719K -$14.2K -24 -2%
LFS
2713
Littlejohn Financial Services
Oregon
$719K +$120K +204 +19%
MAM
2714
McLean Asset Management
Virginia
$719K – – –
WCAMG
2715
Woodard & Company Asset Management Group
North Carolina
$718K -$934K -1,582 -55%
CFA
2716
Capstone Financial Advisors
Illinois
$717K +$13K +22 +2%
IAP
2717
Indie Asset Partners
Indiana
$716K +$11.8K +20 +2%
WA1
2718
Wimmer Associates 1
California
$715K -$49.6K -84 -6%
FNBOMD
2719
First National Bank of Mount Dora
Florida
$713K – – –
FM
2720
Foster & Motley
Ohio
$713K -$1.77K -3 -0.2%
SWM
2721
SpringVest Wealth Management
Texas
$712K -$30.7K -52 -4%
GPWM
2722
Grant Private Wealth Management
California
$710K -$11.8K -20 -2%
IP
2723
Ignite Planners
California
$710K -$322K -545 -30%
ST
2724
Sabal Trust
Florida
$709K -$59.1K -100 -7%
EF
2725
Elite Financial
Idaho
$708K -$16.5M -27,910 -96%