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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
2826
Peninsula Asset Management
Florida
$597K +$5.91K +10 +0.9%
FFP
2827
FourThought Financial Partners
Florida
$596K -$15.4K -26 -2%
TFG
2828
Tilson Financial Group
New Jersey
$596K -$54.3K -92 -8%
LAMNM
2829
Longview Asset Management (New Mexico)
New Mexico
$595K -$7.09K -12 -1%
HBW
2830
Hazlett, Burt & Watson
West Virginia
$593K +$176K +298 +39%
HAIM
2831
Hunter Associates Investment Management
Pennsylvania
$592K -$35.4K -60 -5%
WA
2832
Wealthstar Advisors
Texas
$590K -$273K -463 -31%
PWP
2833
Perfromance Wealth Partners
Illinois
$589K -$116K -196 -16%
WMA
2834
West Michigan Advisors
Michigan
$588K -$1.18K -2 -0.2%
AI
2835
Axecap Investments
Ohio
$587K -$415K -702 -40%
WP
2836
Wealthspan Partners
Iowa
$587K -$19.5K -33 -3%
VFG
2837
Victory Financial Group
Texas
$587K -$191K -323 -24%
SMA
2838
Seven Mile Advisory
New Jersey
$585K – – –
MIM
2839
Marco Investment Management
Georgia
$582K -$39.6K -67 -6%
RWS
2840
Resolute Wealth Strategies
Mississippi
$580K -$45.5K -77 -7%
SIA
2841
Strategic Investment Advisors
Michigan
$579K -$1.01M -1,711 -62%
DAM
2842
Delta Asset Management
Tennessee
$578K – – –
PIM
2843
Penobscot Investment Management
Massachusetts
$578K +$134K +227 +28%
PT
2844
Plimoth Trust
Massachusetts
$576K +$23K +39 +4%
MAS
2845
Meeder Advisory Services
Ohio
$575K -$210K -356 -26%
CWM
2846
Compass Wealth Management
Connecticut
$574K +$25.4K +43 +4%
CF
2847
Collier Financial
Colorado
$574K -$8.21M -13,901 -93%
SI
2848
Stonekeep Investments
New Mexico
$573K -$5.91K -10 -1%
FFA
2849
Frazier Financial Advisors
Ohio
$573K +$61.4K +104 +11%
PCM
2850
Passive Capital Management
Maryland
$573K +$602K +1,020 New