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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RTC
3326
Riverview Trust Company
Washington
$470K – – –
SLT
3327
St Louis Trust
Missouri
$470K – – –
SWM
3328
Shepherd Wealth Management
Ohio
$470K +$241K +353 +120%
OHWP
3329
Oak Harbor Wealth Partners
North Carolina
$468K – – –
FCM
3330
Fogel Capital Management
Florida
$468K – – –
MSFP
3331
Mark Sheptoff Financial Planning
Connecticut
$468K -$97K -142 -18%
FLA
3332
Financial Life Advisors
Texas
$468K -$13K -19 -3%
CTC
3333
Cetera Trust Company
Minnesota
$467K – – –
SGWM
3334
Sterling Group Wealth Management
California
$467K – – –
BWS
3335
BFI Wealth Solutions
Texas
$466K – – –
OBGC
3336
O'Brien Greene & Co
Pennsylvania
$466K – – –
HA
3337
Hofer & Associates
California
$466K -$182K -267 -27%
AWP
3338
Axis Wealth Partners
Rhode Island
$465K -$22.5K -33 -4%
VWA
3339
Valued Wealth Advisors
Utah
$464K -$10.9K -16 -2%
RFW
3340
Rainier Family Wealth
Washington
$464K -$21.2K -31 -4%
RFS
3341
Richardson Financial Services
Massachusetts
$463K +$21.9K +32 +5%
KIA
3342
Knollwood Investment Advisory
Maryland
$463K +$28K +41 +6%
VCM
3343
Vines Capital Management
Louisiana
$461K – – –
TPW
3344
TL Private Wealth
Texas
$460K +$1.37K +2 +0.3%
TFS
3345
truNorth Financial Services
Pennsylvania
$459K – – –
BFC
3346
Blue Fin Capital
Rhode Island
$458K – – –
BLC
3347
Brown, Lisle/Cummings
Rhode Island
$457K +$90.8K +133 +23%
GC
3348
Guidance Capital
Kentucky
$457K -$759K -1,112 -64%
EB
3349
Emprise Bank
Kansas
$457K – – –
PLFS
3350
Provident Living Financial Services
Utah
$457K – – –