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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1251
Avity Investment Management
Connecticut
$342K
AP
1252
Atwood & Palmer
Missouri
$341K
WDL
1253
Well Done LLC
Michigan
$336K -$574 -2 -0.2%
LRPA
1254
L. Roy Papp & Associates
Arizona
$336K
APG
1255
Abacus Planning Group
South Carolina
$335K
SEI Investments
1256
SEI Investments
Pennsylvania
$333K -$1.95M -6,799 -86%
MPIA
1257
Mountain Pacific Investment Advisers
Idaho
$332K
CP
1258
Camelot Portfolios
Ohio
$332K +$325K +1,133 New
GWS
1259
Glassman Wealth Services
Virginia
$326K
AIA
1260
Arbor Investment Advisors
North Carolina
$324K +$574 +2 +0.2%
AWMS
1261
Advocacy Wealth Management Services
Georgia
$321K +$278K +970 +770%
SMH
1262
Sanders Morris Harris
Texas
$318K -$7.17K -25 -2%
BC
1263
Brinker Capital
Pennsylvania
$315K +$309K +1,076 New
JFM
1264
Jackson Financial Management
California
$313K
ST
1265
Spinnaker Trust
Maine
$313K
BMC
1266
Benin Management Corp
Connecticut
$309K
AWA
1267
Acorn Wealth Advisors
Michigan
$308K -$2.58K -9 -0.8%
FUBT
1268
First United Bank & Trust
Maryland
$302K
Mackenzie Financial
1269
Mackenzie Financial
Ontario, Canada
$299K -$277K -965 -49%
AWA
1270
ARS Wealth Advisors
Florida
$299K
BWFA
1271
Baltimore-Washington Financial Advisors
Maryland
$297K -$10.6K -37 -4%
BHBT
1272
Burke & Herbert Bank & Trust
Virginia
$293K
CM
1273
Churchill Management
California
$292K -$66.3K -231 -19%
GHAM
1274
Gilman Hill Asset Management
Connecticut
$292K -$57.4K -200 -17%
LFS
1275
Legacy Financial Strategies
Kansas
$292K +$305K +1,065 New