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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1251
Montgomery Investment Management
Maryland
$803K – – –
AF
1252
Alerus Financial
North Dakota
$802K -$52.6K -177 -6%
AIA
1253
Arbor Investment Advisors
North Carolina
$800K +$1.78K +6 +0.2%
SB
1254
Strategic Blueprint
Georgia
$799K -$55K -185 -6%
SFG
1255
SevenBridge Financial Group
Pennsylvania
$799K +$208K +699 +35%
NB
1256
Nicolet Bankshares
Wisconsin
$790K -$892 -3 -0.1%
RMDI
1257
R.M. Davis Inc
Maine
$785K -$186K -627 -19%
UFF
1258
USA Financial Formulas
Michigan
$779K -$543K -1,827 -41%
RC
1259
Randolph Company
Ohio
$778K +$6.84K +23 +0.9%
NHC
1260
Nicholas Hoffman & Company
Georgia
$777K -$9.51K -32 -1%
Fisher Asset Management
1261
Fisher Asset Management
Washington
$761K +$461K +1,550 +155%
SCP
1262
Sandhill Capital Partners
New York
$760K – – –
FWM
1263
Focused Wealth Management
New York
$759K -$33.3K -112 -4%
CB
1264
CNB Bank
Pennsylvania
$753K +$168K +565 +29%
AIM
1265
AMI Investment Management
Indiana
$747K -$38.6K -130 -5%
BWAM
1266
Boyd Watterson Asset Management
Ohio
$745K – – –
HPC
1267
HM Payson & Co
Maine
$745K +$403K +1,355 +119%
PFA
1268
Pathway Financial Advisors
Vermont
$744K – – –
TPA
1269
Trivium Point Advisory
Connecticut
$742K +$245K +823 +48%
LRIA
1270
Leonard Rickey Investment Advisors
Washington
$735K -$95.4K -321 -12%
BTW
1271
Boston Trust Walden
Massachusetts
$735K – – –
HAM
1272
Highstreet Asset Management
Ontario, Canada
$730K – – –
SAA
1273
Southeast Asset Advisors
Georgia
$730K +$727K +2,446 New
CCM
1274
Carlson Capital Management
Minnesota
$728K – – –
BCM
1275
BTR Capital Management
California
$726K – – –