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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
1051
Rowland Carmichael Advisors
Arizona
$263K +$58.9K +237 +29%
BW
1052
Biegel & Waller
Maryland
$263K +$259K +1,041 New
PS
1053
Portfolio Solutions
Michigan
$261K
FFW
1054
Fusion Family Wealth
New York
$258K -$39.7K -160 -14%
CC
1055
Callan Capital
California
$258K
RFS
1056
Rockefeller Financial Services
New York
$258K
BHBT
1057
Burke & Herbert Bank & Trust
Virginia
$257K
AHC
1058
Adell Harriman & Carpenter
Texas
$257K
JWA
1059
JFS Wealth Advisors
Pennsylvania
$255K +$61.8K +249 +33%
SBWM
1060
Sunflower Bank Wealth Management
Arizona
$253K
QAM
1061
QCI Asset Management
New York
$251K -$2.98K -12 -1%
BMM
1062
Berkshire Money Management
Massachusetts
$251K
AWE
1063
Avidian Wealth Enterprises
Texas
$249K -$179K -722 -42%
SIM
1064
Sigma Investment Management
Oregon
$249K -$15.9K -64 -6%
RCG
1065
Ruggie Capital Group
Florida
$247K -$142K -571 -37%
SBIA
1066
Sheaff Brock Investment Advisors
Indiana
$247K +$4.47K +18 +2%
Members Trust
1067
Members Trust
Florida
$247K +$14.9K +60 +7%
RFWA
1068
RPg Family Wealth Advisory
Massachusetts
$245K +$9.69K +39 +4%
KFA
1069
Kays Financial Advisory
Georgia
$241K +$28.6K +115 +14%
RC
1070
Randolph Company
Ohio
$240K +$10.4K +42 +5%
SC
1071
Searle & Co
Connecticut
$240K +$236K +950 New
DSAM
1072
Dock Street Asset Management
Florida
$239K +$234K +944 New
OBWP
1073
O'Brien Wealth Partners
Massachusetts
$238K
CSIC
1074
Clifford Swan Investment Counsel
California
$236K
CCMD
1075
Cypress Capital Management (Delaware)
Delaware
$236K