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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCP
2926
Rothschild Capital Partners
New York
$226K +$215K +429 New
AIA
2927
Alera Investment Advisors
Illinois
$225K – – –
MC
2928
Matisse Capital
Oregon
$224K – – –
EWM
2929
Elevatus Welath Management
New York
$223K +$212K +424 New
EWS
2930
Evergreen Wealth Solutions
Pennsylvania
$222K -$13.5K -27 -6%
APS
2931
American Planning Services
Florida
$221K – – –
RCYC
2932
Richard C. Young & Co
Rhode Island
$220K +$210K +419 New
CFSG
2933
Clark Financial Services Group
Missouri
$219K +$209K +417 New
AG
2934
Advocate Group
Minnesota
$218K -$92.6K -185 -31%
MHR
2935
Matthew Hamilton Rosenberg
$217K -$24.5K -49 -11%
PWM
2936
Provident Wealth Management
Tennessee
$217K +$75.1K +150 +57%
DFA
2937
Davies Financial Advisors
California
$217K +$207K +413 New
HCM
2938
Hillman Capital Management
Maryland
$217K +$12.5K +25 +6%
TWM
2939
TMD Wealth Management
Arizona
$216K -$47K -94 -19%
AIM
2940
Anchor Investment Management
South Carolina
$216K – – –
DL
2941
DOHJ LLC
Washington
$215K +$204K +408 New
DSAM
2942
Dock Street Asset Management
Florida
$214K +$204K +408 New
LS
2943
Leelyn Smith
Illinois
$214K +$204K +408 New
DWA
2944
Delos Wealth Advisors
Texas
$214K +$58K +116 +40%
VWA
2945
Valued Wealth Advisors
Utah
$214K +$15.5K +31 +8%
EGA
2946
Eagle Global Advisors
Texas
$211K +$201K +402 New
SPA
2947
Shore Point Advisors
New Jersey
$211K +$201K +401 New
CMI
2948
Clare Market Investments
Texas
$211K -$263K -526 -57%
Fayez Sarofim & Co
2949
Fayez Sarofim & Co
Texas
$211K -$12.5K -25 -6%
SPIS
2950
Steward Partners Investment Solutions
Oregon
$210K +$27K +54 +16%