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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSR
2726
Main Street Research
Connecticut
$708K -$62.6K -106 -8%
GWWM
2727
Great Waters Wealth Management
Minnesota
$705K -$60.2K -102 -8%
AA
2728
Addison Advisors
Vermont
$703K -$506K -857 -41%
PGF
2729
Plan Group Financial
Oklahoma
$701K +$292K +495 +66%
JSC
2730
Jackson Square Capital
California
$700K +$79.7K +135 +12%
TF
2731
Tenon Financial
New Jersey
$700K +$1.18K +2 +0.2%
Capital International Investors
2732
Capital International Investors
California
$697K +$115K +195 +19%
AV
2733
Aspiring Ventures
Ohio
$696K +$65.5K +111 +10%
DK
2734
David Kennon
Florida
$694K +$320K +542 +78%
RIP
2735
RAM Investment Partners
Washington
$694K +$14.2K +24 +2%
GWA
2736
Gutierrez Wealth Advisory
Arkansas
$689K +$375K +635 +107%
CF
2737
Convergence Financial
Missouri
$689K -$2.36K -4 -0.3%
AFA
2738
Avant Financial Advisors
Texas
$687K +$6.5K +11 +0.9%
GCP
2739
Gill Capital Partners
Colorado
$684K -$23K -39 -3%
MC
2740
Martin & Co
Tennessee
$684K – – –
CMAI
2741
Capital Management Associates Inc
Minnesota
$683K +$377K +639 +111%
OBWP
2742
O'Brien Wealth Partners
Massachusetts
$683K -$2.95K -5 -0.4%
CLP
2743
Charis Legacy Partners
Texas
$683K – – –
MKA
2744
M. Kulyk & Associates
Georgia
$683K +$243K +412 +51%
FMB
2745
Field & Main Bank
Kentucky
$683K – – –
TCM
2746
Tandem Capital Management
New Jersey
$680K – – –
KWA
2747
Kondo Wealth Advisors
California
$680K -$1.77K -3 -0.2%
AF
2748
Arrow Financial
New York
$680K +$715K +1,210 New
CWM
2749
Chemistry Wealth Management
New York
$678K -$125K -211 -15%
CWM
2750
Collaborative Wealth Management
Florida
$675K -$40.2K -68 -5%