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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UAS
2851
United Asset Strategies
New York
$227K +$213K +476 New
SGC
2852
Slocum, Gordon & Co
Rhode Island
$226K
FPIS
2853
Financial Planning & Information Services
Wisconsin
$226K
OC
2854
Opinicus Capital
Florida
$225K +$211K +471 New
PFA
2855
Petra Financial Advisors
Colorado
$224K
RRWA
2856
Rainey & Randall Wealth Advisors
Florida
$224K +$210K +469 New
VCM
2857
Verde Capital Management
Michigan
$224K -$15.2K -34 -7%
HP
2858
HT Partners
Connecticut
$224K
LEFP
2859
Leading Edge Financial Planning
Tennessee
$223K +$209K +467 New
MCM
2860
McDonough Capital Management
Florida
$222K +$208K +465 New
MSFP
2861
Mark Sheptoff Financial Planning
Connecticut
$222K +$4.48K +10 +2%
FWSM
2862
First Wilshire Securities Management
California
$222K -$19.7K -44 -9%
MHR
2863
Matthew Hamilton Rosenberg
$221K
MWP
2864
Meredith Wealth Planning
Illinois
$221K +$207K +463 New
SDH
2865
Sloy Dahl & Holst
Washington
$221K +$207K +462 New
CICI
2866
Capital Investment Counsel Inc
North Carolina
$220K +$43.4K +97 +27%
AMR
2867
Asset Management Resources
Massachusetts
$220K +$206K +460 New
PAA
2868
Peregrine Asset Advisers
Oregon
$219K +$205K +458 New
FPF
2869
First Pacific Financial
Washington
$218K +$50.6K +113 +33%
CH
2870
Canton Hathaway
Rhode Island
$216K -$55.5K -124 -21%
EWS
2871
Evergreen Wealth Solutions
Pennsylvania
$215K +$201K +450 New
EG
2872
Ellerson Group
Maryland
$215K
Fayez Sarofim & Co
2873
Fayez Sarofim & Co
Texas
$214K +$191K +426 New
CIC
2874
Chilton Investment Company
Connecticut
$214K +$201K +448 New
CIG
2875
Cairn Investment Group
Washington
$212K +$199K +444 New