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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSVP
3901
Ramsay Stattman Vela & Price
Colorado
$233K -$14.6K -20 -6%
BAM
3902
Byrne Asset Management
New Jersey
$233K +$728 +1 +0.3%
HFM
3903
Hartford Financial Management
Connecticut
$232K +$147K +202 +187%
RAM
3904
Riggs Asset Management
Pennsylvania
$231K -$7.28K -10 -3%
SWM
3905
Sherman Wealth Management
Maryland
$231K +$728 +1 +0.3%
GLR
3906
Great Lakes Retirement
Ohio
$231K -$427K -586 -65%
PWM
3907
Partners Wealth Management
California
$231K – – –
GTWM
3908
Global Trust Wealth Management
Florida
$231K -$60.4K -83 -21%
PA
3909
Paragon Advisors
Texas
$231K +$224K +308 New
VFS
3910
Valpey Financial Services
New Hampshire
$230K -$9.47K -13 -4%
BH
3911
Burk Holdings
Oklahoma
$229K -$2.91K -4 -1%
BCG
3912
Bravias Capital Group
New Jersey
$229K +$223K +306 New
VFG
3913
V2 Financial group
Illinois
$228K +$221K +304 New
PC
3914
PCB Capital
New Jersey
$228K +$221K +304 New
CMP
3915
Christine Messmer PC
Pennsylvania
$228K +$221K +304 New
CMA
3916
Cedar Mountain Advisors
Oregon
$227K +$24.8K +34 +13%
KFS
3917
Krane Financial Solutions
California
$226K +$220K +302 New
AW
3918
Atlas Wealth
Ohio
$225K +$219K +301 New
AWM
3919
Aberdeen Wealth Management
Illinois
$225K -$422K -580 -66%
NG
3920
Navigation Group
California
$225K +$218K +300 New
TCOK
3921
Trust Company of Kansas
Kansas
$224K +$218K +299 New
MHFA
3922
Mission Hills Financial Advisory
California
$224K -$7.28K -10 -3%
GIM
3923
Guild Investment Management
California
$224K +$218K +299 New
NPAN
3924
Northeast Planning Associates NH
New Hampshire
$223K +$217K +298 New
CSA
3925
Cottage Street Advisors
Massachusetts
$223K +$217K +298 New