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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JPG
3001
Jordan Park Group
California
$756K +$2.05K +3 +0.3%
AWA
3002
AmeriServ Wealth Advisors
Pennsylvania
$754K
FAM
3003
Fenimore Asset Management
New York
$751K
GAA
3004
Global Assets Advisory
Florida
$751K -$66.2K -97 -8%
SLWA
3005
San Luis Wealth Advisors
California
$750K -$10.2K -15 -1%
SC
3006
Slow Capital
California
$748K +$4.1K +6 +0.5%
CHJWM
3007
Carlton Hofferkamp & Jenks Wealth Management
Texas
$747K +$710K +1,040 New
ST
3008
Somerset Trust
Pennsylvania
$746K
RCM
3009
Radnor Capital Management
Pennsylvania
$744K
FA
3010
Fermata Advisors
California
$744K -$149K -218 -16%
SFS
3011
Stiles Financial Services
Minnesota
$741K +$70.3K +103 +10%
HCA
3012
Harbor Capital Advisors
Illinois
$738K -$901K -1,319 -54%
CWP
3013
Concord Wealth Partners
Virginia
$738K +$456K +668 +145%
SIAP
3014
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$737K
TFA
3015
TPG Financial Advisors
Oregon
$734K -$99K -145 -11%
Jane Street
3016
Jane Street
New York
$734K -$44.4K -65 -5%
AFA
3017
Arlington Financial Advisors
California
$733K -$124K -182 -14%
TVPW
3018
Third View Private Wealth
Connecticut
$733K +$15.7K +23 +2%
SIC
3019
Samalin Investment Counsel
New York
$732K -$577K -845 -43%
TWD
3020
True Wealth Design
Ohio
$730K -$11.6K -17 -1%
FRA
3021
Front Row Advisors
California
$730K
GC
3022
Glenorchy Capital
Australia
$730K
CG
3023
CFO4Life Group
Texas
$729K +$77.8K +114 +11%
CRWM
3024
Castle Rock Wealth Management
California
$728K +$149K +218 +25%
ISFAN
3025
Investor's Fiduciary Advisor Network
Washington
$727K -$225K -330 -23%