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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
3501
Mill Capital Management
North Carolina
$147K – – –
KTC
3502
Kentucky Trust Company
Kentucky
$147K +$148K +250 New
WCM
3503
Weaver Capital Management
Georgia
$142K +$592 +1 +0.4%
MAS
3504
MPWM Advisory Solutions
Georgia
$142K +$143K +241 New
BCM
3505
Blume Capital Management
California
$141K -$63.3K -107 -31%
RFS
3506
Richardson Financial Services
Massachusetts
$134K -$302K -511 -69%
AFG
3507
Albion Financial Group
Utah
$133K +$17.2K +29 +15%
Parallax Volatility Advisers
3508
Parallax Volatility Advisers
California
$131K +$131K +222 New
RP
3509
Rice Partnership
Hawaii
$127K +$18.9K +32 +17%
FFL
3510
Financial Freedom LLC
Ohio
$127K +$592 +1 +0.5%
LIS
3511
Legacy Investment Solutions
Idaho
$124K +$25.5K +43 +26%
LWMI
3512
Legacy Wealth Management (Idaho)
Idaho
$124K +$25.5K +43 +26%
CTC
3513
Cetera Trust Company
Minnesota
$124K – – –
CAM
3514
Costello Asset Management
Pennsylvania
$117K – – –
BIA
3515
Bell Investment Advisors
California
$117K -$7.1K -12 -6%
PSFG
3516
Park Square Financial Group
Georgia
$115K +$116K +196 New
PMIM
3517
Prudent Man Investment Management
Colorado
$112K +$113K +191 New
AIP
3518
Alexis Investment Partners
Texas
$109K +$110K +186 New
NRWA
3519
North Ridge Wealth Advisors
Oregon
$106K +$107K +180 New
RS
3520
Rakuten Securities
Japan
$104K +$54.5K +92 +108%
AGWCA
3521
Annis Gardner Whiting Capital Advisors
Florida
$104K +$2.96K +5 +3%
EWA
3522
Elevate Wealth Advisory
Georgia
$101K – – –
GK
3523
Graney & King
New York
$98.3K +$98.8K +167 New
RF
3524
Robinswood Financial
Washington
$98.1K – – –
CWM
3525
Crowley Wealth Management
Delaware
$97.7K +$98.3K +166 New