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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Group (Iowa)
2776
Legacy Financial Group (Iowa)
Iowa
$363K +$40.5K +77 +13%
RMCM
2777
Reynders McVeigh Capital Management
Massachusetts
$362K -$158K -300 -31%
NHFG
2778
New Harbor Financial Group
Massachusetts
$361K -$149K -284 -30%
EL
2779
EWA LLC
Pennsylvania
$361K +$526 +1 +0.2%
NCM
2780
Noesis Capital Mangement
Florida
$358K +$140K +266 +69%
HBW
2781
Hazlett, Burt & Watson
West Virginia
$357K +$62K +118 +22%
WIC
2782
Wilkins Investment Counsel
Massachusetts
$356K -$52.6K -100 -13%
OPPS
2783
Obsidian Personal Planning Solutions
Maryland
$355K +$5.78K +11 +2%
KOMWMG
2784
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$355K +$526 +1 +0.2%
VFG
2785
Victory Financial Group
Texas
$352K +$71.5K +136 +27%
ISWM
2786
Independent Solutions Wealth Management
New York
$351K +$80.5K +153 +31%
WIM
2787
Westside Investment Management
California
$347K – – –
FMTCOCP
2788
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$347K – – –
CIG
2789
Cairn Investment Group
Washington
$347K +$100K +191 +43%
SFG
2790
Synergy Financial Group
California
$347K – – –
TWM
2791
TriaGen Wealth Management
California
$346K +$526 +1 +0.2%
BFWM
2792
Bright Futures Wealth Management
New York
$344K -$33.7K -64 -9%
AFS
2793
AFG Fiduciary Services
Massachusetts
$344K – – –
LF
2794
LifeSteps Financial
California
$343K – – –
CW
2795
Channel Wealth
California
$339K -$29.4K -56 -8%
LFA
2796
Lauterbach Financial Advisors
Texas
$339K – – –
MG
2797
MilWealth Group
Wisconsin
$338K -$56.8K -108 -15%
FFA
2798
Fortune Financial Advisors
Kansas
$337K -$198K -376 -38%
PA
2799
Probity Advisors
Texas
$335K -$172K -328 -35%
LAM
2800
Lewis Asset Management
California
$335K +$1.05K +2 +0.3%