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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1301
Fortis Advisors
Pennsylvania
$266K +$1.43K +5 +0.6%
EDRH
1302
Edmond de Rothschild Holding
Switzerland
$262K
FCIM
1303
Fairview Capital Investment Management
California
$261K -$97.5K -340 -28%
BI
1304
Ballast Inc
Kentucky
$259K -$67.7K -236 -21%
AF
1305
Arrow Financial
New York
$259K -$24.4K -85 -9%
CWM
1306
Circle Wealth Management
New Jersey
$256K +$1.43K +5 +0.6%
AC
1307
Avestar Capital
New York
$255K -$95.8K -334 -27%
PS
1308
Portfolio Solutions
Michigan
$255K
FNT
1309
First Nebraska Trust
Nebraska
$254K +$249K +868 New
QCM
1310
Quadrant Capital Management
New Jersey
$254K +$249K +868 New
CPA
1311
Clear Perspective Advisors
Illinois
$252K +$120K +418 +94%
CAL
1312
Capital Advisors Ltd
Ohio
$249K -$16.3K -57 -6%
HHAA
1313
Henry H. Armstrong Associates
Pennsylvania
$249K +$244K +851 New
PA
1314
Paracle Advisors
Washington
$247K
FBA
1315
Front Barnett Associates
Illinois
$246K
Kovitz Investment Group Partners
1316
Kovitz Investment Group Partners
Illinois
$244K -$127K -444 -35%
AA
1317
AlphaMark Advisors
Kentucky
$244K +$3.15K +11 +1%
PWA
1318
Providence Wealth Advisors
Illinois
$242K +$237K +828 New
AWE
1319
Avidian Wealth Enterprises
Texas
$241K -$43.6K -152 -16%
BFS
1320
Bradley Foster & Sargent
Connecticut
$239K
CAW
1321
Cornerstone Advisors (Washington)
Washington
$239K
SL
1322
Summitry LLC
California
$239K
WF
1323
WealthTrust Fairport
Ohio
$238K -$2.18M -7,603 -90%
MIM
1324
Marco Investment Management
Georgia
$236K
AWS
1325
AJ Wealth Strategies
New York
$236K +$231K +805 New