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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDCC
551
Foster Dykema Cabot & Co
Massachusetts
$349K
CMP
552
Courage Miller Partners
Virginia
$346K -$6.7K -35 -2%
SCM
553
Sterling Capital Management
North Carolina
$346K
MC
554
Mathes Company
New York
$343K
CK
555
Carnick & Kubik
Colorado
$340K +$20.5K +107 +7%
WT
556
Washington Trust
Rhode Island
$340K +$56.3K +294 +21%
AWM
557
Affinity Wealth Management
Delaware
$336K +$326K +1,706 New
BO
558
Bank OZK
Arkansas
$335K +$191 +1 +0.1%
CAM
559
Carret Asset Management
New York
$334K -$4.78K -25 -1%
CBT
560
Central Bank & Trust
Kentucky
$322K
HSA
561
HBK Sorce Advisory
Pennsylvania
$319K -$3.83K -20 -1%
MCWS
562
McKinley Carter Wealth Services
West Virginia
$312K +$23.9K +125 +9%
BHBT
563
Burke & Herbert Bank & Trust
Virginia
$309K -$21K -110 -7%
FBA
564
Front Barnett Associates
Illinois
$307K
VFAM
565
Valley Forge Asset Management
Pennsylvania
$307K
FFSOTS
566
Fiduciary Financial Services of The Southwest
Texas
$306K -$3.83K -20 -1%
HCM
567
Harvey Capital Management
Florida
$305K
BTS
568
BB&T Securities
Virginia
$305K +$74.2K +388 +34%
CCT
569
Capital City Trust
Florida
$302K
BG
570
Bahl & Gaynor
Ohio
$302K +$46.7K +244 +19%
BRM
571
Boston Research & Management
Massachusetts
$301K +$68.9K +360 +31%
WF
572
Welch & Forbes
Massachusetts
$299K
MCM
573
Maple Capital Management
Vermont
$296K
Fayez Sarofim & Co
574
Fayez Sarofim & Co
Texas
$296K +$287K +1,500 New
SWM
575
Segment Wealth Management
Texas
$291K +$283K +1,478 New