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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
3501
Blume Capital Management
California
$141K -$63.3K -107 -31%
RFS
3502
Richardson Financial Services
Massachusetts
$134K -$302K -511 -69%
AFG
3503
Albion Financial Group
Utah
$133K +$17.2K +29 +15%
Parallax Volatility Advisers
3504
Parallax Volatility Advisers
California
$131K +$131K +222 New
RP
3505
Rice Partnership
Hawaii
$127K +$18.9K +32 +17%
FFL
3506
Financial Freedom LLC
Ohio
$127K +$592 +1 +0.5%
LIS
3507
Legacy Investment Solutions
Idaho
$124K +$25.5K +43 +26%
LWMI
3508
Legacy Wealth Management (Idaho)
Idaho
$124K +$25.5K +43 +26%
CTC
3509
Cetera Trust Company
Minnesota
$124K
CAM
3510
Costello Asset Management
Pennsylvania
$117K
BIA
3511
Bell Investment Advisors
California
$117K -$7.1K -12 -6%
PSFG
3512
Park Square Financial Group
Georgia
$115K +$116K +196 New
PMIM
3513
Prudent Man Investment Management
Colorado
$112K +$113K +191 New
AIP
3514
Alexis Investment Partners
Texas
$109K +$110K +186 New
NRWA
3515
North Ridge Wealth Advisors
Oregon
$106K +$107K +180 New
RS
3516
Rakuten Securities
Japan
$104K +$54.5K +92 +108%
AGWCA
3517
Annis Gardner Whiting Capital Advisors
Florida
$104K +$2.96K +5 +3%
EWA
3518
Elevate Wealth Advisory
Georgia
$101K
GK
3519
Graney & King
New York
$98.3K +$98.8K +167 New
RF
3520
Robinswood Financial
Washington
$98.1K
CWM
3521
Crowley Wealth Management
Delaware
$97.7K +$98.3K +166 New
KWAG
3522
Kiely Wealth Advisory Group
North Carolina
$96.6K
TWM
3523
Topsail Wealth Management
North Carolina
$96.5K +$97.1K +164 New
AWM
3524
Accredited Wealth Management
Kentucky
$96K +$96.5K +163 New
EPIME
3525
Evelyn Partners Investment Management (Europe)
$96K +$96.5K +163 New