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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1026
Cahill Financial Advisors
Minnesota
$1.48M +$171K +589 +13%
HL
1027
HeadInvest LLC
Maine
$1.48M +$50.7K +175 +4%
MS
1028
Marshall & Sullivan
Washington
$1.47M
AB
1029
Atlas Brown
Kentucky
$1.47M -$6.96K -24 -0.5%
AC
1030
Alexandria Capital
Virginia
$1.47M -$72.4K -250 -5%
RT
1031
Rockland Trust
Massachusetts
$1.46M -$1.48M -5,118 -51%
SRC
1032
Sage Rhino Capital
California
$1.46M
TP
1033
Tranquility Partners
Tennessee
$1.46M +$1.43M +4,941 New
ZIC
1034
ZWJ Investment Counsel
Georgia
$1.46M +$16.2K +56 +1%
ESB
1035
Essex Savings Bank
Connecticut
$1.45M +$982K +3,387 +221%
OCG
1036
Opus Capital Group
Ohio
$1.45M -$379K -1,308 -21%
PWPS
1037
Pinnacle Wealth Planning Services
Ohio
$1.44M +$78.2K +270 +6%
MMHP
1038
Murphy Middleton Hinkle & Parker
Georgia
$1.43M -$23.5K -81 -2%
VR
1039
Viridian RIA
Washington
$1.43M +$10.4K +36 +0.7%
DACG
1040
Donor Advised Charitable Giving
California
$1.42M +$1.39M +4,813 New
BDF
1041
Black Diamond Financial
Maryland
$1.41M
BAM
1042
Belpointe Asset Management
Nevada
$1.41M +$1.39M +4,785 New
CCT
1043
Chemung Canal Trust
New York
$1.41M -$43.5K -150 -3%
FPCG
1044
Fort Pitt Capital Group
Pennsylvania
$1.4M -$276K -954 -17%
FTC
1045
Farmers Trust Company
Ohio
$1.39M -$109K -375 -7%
EIP
1046
Ellis Investment Partners
Pennsylvania
$1.39M -$7.25K -25 -0.5%
State Street
1047
State Street
Massachusetts
$1.39M -$2.33M -8,044 -63%
AFA
1048
American Financial Advisors
Georgia
$1.38M -$1.16K -4 -0.1%
KFGK
1049
Keystone Financial Group (Kentucky)
Kentucky
$1.38M +$38K +131 +3%
RC
1050
Rinet Company
Massachusetts
$1.37M +$151K +521 +13%