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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
2901
Reicon Wealth Advisors
Georgia
$880K +$53.3K +78 +6%
ECM
2902
Elgethun Capital Management
South Dakota
$878K – – –
VCM
2903
Virtue Capital Management
Tennessee
$877K -$948K -1,388 -50%
SWM
2904
Shakespeare Wealth Management
Wisconsin
$876K +$60.1K +88 +7%
EI
2905
Ethic Inc
New York
$875K +$264K +387 +41%
LFS
2906
Littlejohn Financial Services
Oregon
$874K -$186K -272 -17%
HTHT
2907
Hemenway Trust Hemenway Trust
New Hampshire
$871K – – –
PT
2908
Plimoth Trust
Massachusetts
$871K +$73.7K +108 +9%
TCM
2909
Tandem Capital Management
New Jersey
$866K -$27.3K -40 -3%
FF
2910
Financial Futures
New Jersey
$866K – – –
TF
2911
Tenon Financial
New Jersey
$866K -$216K -316 -19%
AWAG
2912
ARS Wealth Advisors Group
Florida
$865K -$4.1K -6 -0.5%
DAM
2913
Delta Asset Management
Tennessee
$865K -$65.6K -96 -7%
PFSC
2914
Peoples Financial Services Corp
Pennsylvania
$864K – – –
CSB
2915
City State Bank
Iowa
$864K – – –
HWA
2916
Heartwood Wealth Advisors
Virginia
$862K +$901K +1,320 New
GWWM
2917
Great Waters Wealth Management
Minnesota
$860K +$4.1K +6 +0.5%
TGIA
2918
Torrey Growth & Income Advisors
California
$858K – – –
CHC
2919
City Holding Co
West Virginia
$856K -$111K -163 -11%
LWP
2920
LMG Wealth Partners
Louisiana
$855K -$6.83K -10 -0.8%
MFG
2921
Monte Financial Group
Connecticut
$854K +$152K +223 +21%
HIP
2922
Harrell Investment Partners
Texas
$853K -$41.7K -61 -4%
EWM
2923
Elevation Wealth Management
Minnesota
$851K -$10.9K -16 -1%
CF
2924
Convergence Financial
Missouri
$849K +$28K +41 +3%
HCM
2925
Hudson Capital Management
New Jersey
$848K +$33.5K +49 +4%