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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSAM
3451
Blue Square Asset Management
New York
$206K
BFP
3452
Brewster Financial Planning
New York
$206K
PF
3453
Prosperitas Financial
California
$205K +$207K +349 New
NPA
3454
Nichols & Pratt Advisers
Massachusetts
$205K +$207K +349 New
ECG
3455
EPIQ Capital Group
California
$205K +$1.18K +2 +0.6%
CAM
3456
Clarity Asset Management
Iowa
$205K +$17.2K +29 +9%
BCA
3457
Bernzott Capital Advisors
California
$204K +$205K +347 New
LCGC
3458
Legacy Capital Group California
California
$204K +$205K +346 New
PWM
3459
Puff Wealth Management
New Jersey
$203K +$204K +345 New
NG
3460
Northstar Group
New York
$203K +$204K +345 New
CWM
3461
Concentrum Wealth Management
California
$203K +$204K +344 New
FEM
3462
Fulcrum Equity Management
Texas
$202K -$17.2K -29 -8%
BWM
3463
Baron Wealth Management
Michigan
$202K +$204K +344 New
PFA
3464
Plotkin Financial Advisors
Maryland
$202K +$203K +343 New
RAM
3465
Riggs Asset Management
Pennsylvania
$202K
EFP
3466
Envision Financial Planning
Tennessee
$201K +$202K +342 New
BAG
3467
Bridgewealth Advisory Group
California
$201K +$194K +328 New
FS
3468
Ferguson Shapiro
Georgia
$201K +$202K +341 New
MIM
3469
Moseley Investment Management
Florida
$201K +$202K +341 New
MIM
3470
MTM Investment Management
South Carolina
$200K +$18.9K +32 +10%
RA
3471
Rise Advisors
New York
$196K -$13.6K -23 -6%
FCG
3472
Financial Connections Group
California
$194K
Loomis, Sayles & Company
3473
Loomis, Sayles & Company
Massachusetts
$188K +$124K +210 +191%
CICI
3474
Capital Investment Counsel Inc
North Carolina
$185K
LWA
3475
Lowe Wealth Advisors
Maryland
$185K +$133K +224 +249%