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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LS
1151
Lattice Strategies
Pennsylvania
$370K -$22K -80 -5%
ATFA
1152
All Terrain Financial Advisors
Minnesota
$367K -$83.6K -304 -18%
NEGWA
1153
New England Guild Wealth Advisors
Connecticut
$366K -$14.6K -53 -4%
IA
1154
Independence Advisors
Pennsylvania
$365K -$3.85K -14 -1%
TTWM
1155
TCV Trust & Wealth Management
Virginia
$364K -$27.5K -100 -7%
BIA
1156
BHK Investment Advisors
Alabama
$364K +$20.9K +76 +6%
HS
1157
Huntington Steele
Pennsylvania
$363K +$1.1K +4 +0.3%
T. Rowe Price Associates
1158
T. Rowe Price Associates
Maryland
$361K -$131K -477 -26%
MBTD
1159
Mechanics Bank - Trust Department
California
$359K
RAM
1160
Redmond Asset Management
Virginia
$359K +$41.8K +152 +13%
Kovitz Investment Group Partners
1161
Kovitz Investment Group Partners
Illinois
$353K -$78.9K -287 -18%
GC
1162
Gibson Capital
Pennsylvania
$353K
GF
1163
Goodman Financial
Texas
$351K -$1.6M -5,823 -82%
RFA
1164
Reilly Financial Advisors
California
$351K -$65.2K -237 -15%
PA
1165
Prism Advisors
California
$347K -$345K -1,255 -50%
DIA
1166
Dana Investment Advisors
Wisconsin
$345K +$358K +1,300 New
CHA
1167
Carmichael Hill & Associates
Maryland
$344K
SCM
1168
SOL Capital Management
Maryland
$342K -$1.93K -7 -0.5%
GC
1169
Garde Capital
Washington
$342K +$49.8K +181 +16%
MBT
1170
Monroe Bank & Trust
Michigan
$341K -$9.07K -33 -3%
HF
1171
HRT Financial
New York
$341K +$353K +1,285 New
MWM
1172
Meridian Wealth Management
Kentucky
$340K -$52.5K -191 -13%
KFGK
1173
Keystone Financial Group (Kentucky)
Kentucky
$336K +$357K +1,297 New
MWM
1174
Marietta Wealth Management
Georgia
$335K -$1.9M -6,916 -85%
FMW
1175
Farr Miller & Washington
District of Columbia
$333K +$12.9K +47 +4%