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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DA
3076
Dover Advisors
Virginia
$421K -$4.14K -7 -1%
OBGC
3077
O'Brien Greene & Co
Pennsylvania
$420K -$16.6K -28 -4%
OHWP
3078
Oak Harbor Wealth Partners
North Carolina
$419K -$592 -1 -0.1%
FCG
3079
Fielder Capital Group
Tennessee
$418K
EE
3080
EWG Elevate
California
$418K +$72.8K +123 +21%
KFS
3081
Kurt F. Somerville
$417K -$1.18M -2,000 -74%
W
3082
WorthPointe
California
$416K -$30.8K -52 -7%
SF
3083
Strategent Financial
Virginia
$416K +$418K +706 New
SEM
3084
Suncoast Equity Management
Florida
$415K +$418K +706 New
PAWA
3085
Palo Alto Wealth Advisors
California
$415K -$28.4K -48 -6%
SGWM
3086
Sterling Group Wealth Management
California
$415K
VPF
3087
Vantage Point Financial
Illinois
$415K +$417K +704 New
TPW
3088
TL Private Wealth
Texas
$414K
KCM
3089
Kathmere Capital Management
Pennsylvania
$413K +$130K +220 +46%
EPAM
3090
Evelyn Partners Asset Management
$413K +$415K +701 New
LK
3091
Lumbard & Kellner
New Hampshire
$412K -$39.7K -67 -9%
SPI
3092
Sutton Place Investors
New York
$412K -$4.14K -7 -1%
ACM
3093
Alpha Capital Management
Texas
$412K +$7.1K +12 +2%
CFS
3094
CGC Financial Services
Oregon
$411K -$46.8K -79 -10%
FWM
3095
FLP Wealth Management
Arkansas
$410K +$413K +697 New
BCM
3096
BluePath Capital Management
Georgia
$410K +$19.5K +33 +5%
CGH
3097
Crossmark Global Holdings
Texas
$410K
NAMM
3098
NorthStar Asset Management (Massachusetts)
Massachusetts
$410K
Legacy Financial Group (Iowa)
3099
Legacy Financial Group (Iowa)
Iowa
$409K +$411K +695 New
KWM
3100
Kiker Wealth Management
Georgia
$409K +$411K +695 New