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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TP
1326
Truvvo Partners
New York
$232K
BWM
1327
Baystate Wealth Management
Massachusetts
$231K +$237K +825 New
ANBT
1328
American National Bank & Trust
Texas
$230K
CGT
1329
Capital Guardian Trust
California
$228K +$223K +779 New
TD Asset Management
1330
TD Asset Management
Ontario, Canada
$227K -$5.74K -20 -3%
PFC
1331
Personal Financial Consultants
California
$224K +$219K +764 New
BFC
1332
Blue Fin Capital
Rhode Island
$221K +$2.87K +10 +1%
HFA
1333
HC Financial Advisors
California
$220K
SFSG
1334
Stearns Financial Services Group
North Carolina
$218K -$7.46K -26 -3%
PCM
1335
Perritt Capital Management
Illinois
$218K
GG
1336
Greenwood Gearhart
Arkansas
$217K -$8.61K -30 -4%
KTC
1337
Kistler-Tiffany Companies
Pennsylvania
$216K
CWA
1338
Cypress Wealth Advisors
California
$215K
LCM
1339
Liberty Capital Management
Michigan
$213K -$1.15M -4,000 -85%
RM
1340
Resource Management
Louisiana
$213K +$208K +726 New
PGA
1341
Portland Global Advisors
Maine
$213K +$209K +727 New
RW
1342
REDW Wealth
New Mexico
$213K +$209K +729 New
JCM
1343
Jacobi Capital Management
Pennsylvania
$212K -$11.2K -39 -5%
RA
1344
Rational Advisors
New York
$211K +$55.1K +192 +36%
TWM
1345
Torch Wealth Management
Ohio
$211K +$207K +720 New
TCOO
1346
Trust Company of Oklahoma
Oklahoma
$211K +$207K +720 New
NB
1347
NBT Bank
New York
$210K -$8.89K -31 -4%
PD
1348
Planning Directions
Pennsylvania
$208K +$204K +710 New
PAM
1349
Private Asset Management
California
$208K +$204K +711 New
SIM
1350
Sonora Investment Management
Arizona
$207K