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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
3LCM
3051
3D/L Capital Management
Connecticut
– -$787K -1,832 Closed
HCM
3052
Hollencrest Capital Management
California
– -$709K -1,650 Closed
EP
3053
Eudaimonia Partners
Tennessee
– -$610K -1,422 Closed
YIH
3054
Y-Intercept (HK)
Hong Kong
– -$524K -1,221 Closed
KAS
3055
KPP Advisory Services
Kentucky
– -$481K -1,121 Closed
LWM
3056
Laidlaw Wealth Management
New York
– -$460K -1,072 Closed
CG
3057
Cutler Group
California
– -$452K -1,009 Closed
HIMCH
3058
Hartford Investment Management Co (HIMCO)
Connecticut
– -$380K -886 Closed
AA
3059
Aire Advisors
California
– -$349K -813 Closed
ISWM
3060
Independent Solutions Wealth Management
New York
– -$345K -804 Closed
RA
3061
Rockingstone Advisors
Massachusetts
– -$327K -761 Closed
WWP
3062
Waypoint Wealth Partners
California
– -$322K -749 Closed
DA
3063
Dover Advisors
Virginia
– -$321K -744 Closed
GCP
3064
GSA Capital Partners
United Kingdom
– -$304K -708 Closed
CFGSD
3065
Compass Financial Group (South Dakota)
South Dakota
– -$292K -680 Closed
W
3066
WPWealth
Texas
– -$292K -680 Closed
SEM
3067
Suncoast Equity Management
Florida
– -$292K -679 Closed
EF
3068
Empirical Finance
Pennsylvania
– -$274K -638 Closed
SW
3069
Solidarity Wealth
Utah
– -$272K -631 Closed
IWA
3070
IVC Wealth Advisors
Pennsylvania
– -$250K -582 Closed
DJFS
3071
Dean Jacobson Financial Services
Texas
– -$241K -562 Closed
Legacy Financial Group (Iowa)
3072
Legacy Financial Group (Iowa)
Iowa
– -$233K -543 Closed
RWM
3073
Revisor Wealth Management
Ohio
– -$219K -509 Closed
BB
3074
Bell Bank
North Dakota
– -$216K -504 Closed
NCM
3075
Noesis Capital Mangement
Florida
– -$211K -492 Closed