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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
3151
Hartford Funds Management
Pennsylvania
– -$241K -504 Closed
DDC
3152
DF Dent & Co
Maryland
– -$240K -503 Closed
ONSWM
3153
Old North State Wealth Management
North Carolina
– -$239K -499 Closed
HFS
3154
Hoge Financial Services
Pennsylvania
– -$237K -496 Closed
HSG
3155
Helen Stephens Group
Texas
– -$236K -494 Closed
TAM
3156
Trillium Asset Management
Massachusetts
– -$234K -490 Closed
SGA
3157
Sustainable Growth Advisers
Connecticut
– -$234K -489 Closed
WF
3158
WoodTrust Financial
Wisconsin
– -$232K -485 Closed
IGGA
3159
Iron Gate Global Advisors
Utah
– -$229K -480 Closed
UAS
3160
United Asset Strategies
New York
– -$227K -476 Closed
OC
3161
Opinicus Capital
Florida
– -$225K -471 Closed
HIMC
3162
Heritage Investors Management Corp
Maryland
– -$210K -440 Closed
ACC
3163
Acorn Creek Capital
Colorado
– -$208K -436 Closed
WLG
3164
Williamson Legacy Group
Indiana
– -$204K -428 Closed
OWM
3165
OneAscent Wealth Management
Alabama
– -$203K -426 Closed
MWM
3166
Moulton Wealth Management
Washington
– -$201K -421 Closed
DCM
3167
Davidson Capital Management
Texas
– -$190K -398 Closed
DAC
3168
Dividend Assets Capital
South Carolina
– -$171K -357 Closed
FCG
3169
Financial Connections Group
California
– -$158K -331 Closed
TSW
3170
Thompson Siegel & Walmsley
Virginia
– -$143K -300 Closed
BWM
3171
BKM Wealth Management
Wisconsin
– -$142K -298 Closed
RF
3172
Robbins Farley
New Hampshire
– -$134K -281 Closed
SA
3173
Scarborough Advisors
Maryland
– -$118K -246 Closed
WCM Investment Management
3174
WCM Investment Management
California
– -$103K -214 Closed
LTI
3175
Laffer Tengler Investments
Tennessee
– -$98.9K -207 Closed