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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APS
2951
American Planning Services
Florida
$230K – – –
FCFC
2952
First Citizens Financial Corp
Iowa
$230K +$221K +421 New
Fayez Sarofim & Co
2953
Fayez Sarofim & Co
Texas
$229K +$9.46K +18 +4%
DWA
2954
Delos Wealth Advisors
Texas
$229K +$5.78K +11 +3%
CFSG
2955
Clark Financial Services Group
Missouri
$228K – – –
AG
2956
Advocate Group
Minnesota
$227K – – –
BIA
2957
Barry Investment Advisors
Massachusetts
$227K -$189K -359 -46%
HCM
2958
Hillman Capital Management
Maryland
$225K – – –
MFG
2959
Marmo Financial Group
Tennessee
$225K +$217K +412 New
TWM
2960
TMD Wealth Management
Arizona
$225K – – –
DWA
2961
Douglass Winthrop Advisors
New York
$224K +$216K +410 New
VWA
2962
Valued Wealth Advisors
Utah
$223K +$526 +1 +0.2%
NC
2963
NBW Capital
Massachusetts
$223K -$86.8K -165 -29%
PWM
2964
Provident Wealth Management
Tennessee
$223K -$3.15K -6 -1%
RS
2965
Rakuten Securities
Japan
$223K +$213K +405 +20,250%
OWM
2966
Opes Wealth Management
California
$222K +$213K +406 New
UAS
2967
United Asset Strategies
New York
$222K +$213K +406 New
T
2968
TCWP
Ohio
$222K -$28.4K -54 -12%
EWS
2969
Evergreen Wealth Solutions
Pennsylvania
$221K -$9.99K -19 -4%
MWP
2970
Meredith Wealth Planning
Illinois
$219K -$28.4K -54 -12%
HC
2971
Hourglass Capital
Texas
$219K -$57.3K -109 -21%
AMIM
2972
Aull & Monroe Investment Management
Alabama
$219K – – –
EM
2973
ELCO Management
New York
$218K – – –
CWA
2974
CJM Wealth Advisers
Virginia
$218K – – –
TDC
2975
Thompson Davis & Co
Virginia
$218K +$526 +1 +0.3%