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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
2876
Fayez Sarofim & Co
Texas
$214K +$191K +426 New
CIC
2877
Chilton Investment Company
Connecticut
$214K +$201K +448 New
CIG
2878
Cairn Investment Group
Washington
$212K +$199K +444 New
NPFS
2879
Novak & Powell Financial Services
Florida
$210K +$198K +443 New
HIMC
2880
Heritage Investors Management Corp
Maryland
$210K -$31.3K -70 -14%
HWMC
2881
Heritage Wealth Management (California)
California
$210K +$196K +439 New
ACC
2882
Acorn Creek Capital
Colorado
$208K +$195K +436 New
PSP
2883
Pacific Sage Partners
Washington
$207K -$42.5K -95 -18%
LG
2884
LaFleur & Godfrey
Michigan
$205K -$58.6K -131 -23%
AIA
2885
Alera Investment Advisors
Illinois
$204K -$19.7K -44 -9%
WLG
2886
Williamson Legacy Group
Indiana
$204K +$192K +428 New
MC
2887
Matisse Capital
Oregon
$204K +$191K +427 New
KWM
2888
KFG Wealth Management
Indiana
$203K -$92.7K -207 -33%
OWM
2889
OneAscent Wealth Management
Alabama
$203K +$191K +426 New
RPG
2890
Resource Planning Group
Georgia
$203K -$86.8K -194 -31%
FIC
2891
Family Investment Center
Missouri
$203K +$190K +424 New
AMM
2892
American Money Management
California
$202K +$189K +423 New
RA
2893
Rise Advisors
New York
$202K -$37.1K -83 -16%
PCMC
2894
Planning Capital Management Corporation
Pennsylvania
$202K +$189K +422 New
CPCP
2895
Cedar Point Capital Partners
Iowa
$201K +$188K +421 New
APS
2896
American Planning Services
Florida
$201K +$188K +421 New
SIM
2897
Strategic Investment Management
Virginia
$201K – – –
MWM
2898
Moulton Wealth Management
Washington
$201K +$188K +421 New
AWM
2899
AllSquare Wealth Management
New York
$199K -$134K -300 -42%
VNIM
2900
Vaughan Nelson Investment Management
Texas
$198K – – –