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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CYG
3076
Clean Yield Group
Vermont
$15.8K +$15K +30 New
FCMT
3077
Founders Capital Management (Texas)
Texas
$15.2K – – –
VFA
3078
Values First Advisors
Tennessee
$13.7K +$13K +26 New
AF
3079
Arrow Financial
New York
$13.1K – – –
W
3080
WealthCollab
Washington
$12.6K – – –
PAIM
3081
Punch & Associates Investment Management
Minnesota
$12.1K -$125K -249 -92%
FFWA
3082
FRG Family Wealth Advisors
Washington
$9.08K +$9.01K +18 New
PCM
3083
Penserra Capital Management
California
$7K +$7.5K +15 New
WPWM
3084
Western Pacific Wealth Management
Illinois
$6.92K – – –
WAS
3085
Winch Advisory Services
Wisconsin
$6.89K -$1K -2 -13%
GCM
3086
Gables Capital Management
Florida
$6.31K – – –
MCA
3087
Maryland Capital Advisors
Maryland
$5.78K – – –
MTIC
3088
Missouri Trust & Investment Company
Missouri
$4.21K – – –
AWA
3089
Alaska Wealth Advisors
Alaska
$2.63K – – –
PFA
3090
Pathway Financial Advisers
Indiana
$1.61K – – –
WIA
3091
Wetzel Investment Advisors
Indiana
$1.51K +$1.5K +3 New
RS
3092
Rakuten Securities
Japan
$1.05K -$1K -2 -50%
PSB
3093
Piscataqua Savings Bank
New Hampshire
$525 +$500 +1 New
WA
3094
WestEnd Advisors
North Carolina
$135 -$315K -630 Closed
CAPTRUST Financial Advisors
3095
CAPTRUST Financial Advisors
North Carolina
– -$1.16B -2,429,633 Closed
NB
3096
Norinchukin Bank
Japan
– -$605M -1,266,283 Closed
MIH
3097
Meitav Investment House
Israel
– -$208M -435,874 Closed
CWM
3098
Curi Wealth Management
North Carolina
– -$64.5M -135,034 Closed
WF
3099
Williams Financial
Vermont
– -$28.5M -59,724 Closed
JF
3100
Jump Financial
Illinois
– -$21.6M -45,231 Closed