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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NP
1326
Ninepoint Partners
Ontario, Canada
$597K – – –
VSWA
1327
Vontobel Swiss Wealth Advisors
Switzerland
$597K – – –
JC
1328
Jentner Corp
Ohio
$588K – – –
WCM
1329
Whitener Capital Management
North Carolina
$578K -$14.9K -50 -3%
BCA
1330
Berman Capital Advisors
Georgia
$578K -$1.19K -4 -0.2%
KCM
1331
Kornitzer Capital Management
Kansas
$575K – – –
Wellington Management Group
1332
Wellington Management Group
Massachusetts
$575K – – –
FUBT
1333
First United Bank & Trust
Maryland
$573K – – –
SVWAG
1334
Sound View Wealth Advisors Group
Georgia
$572K – – –
IPW
1335
Inlet Private Wealth
Florida
$566K -$1.14M -3,835 -67%
AIS
1336
American Investment Services
Massachusetts
$566K – – –
PMG
1337
ProVise Management Group
Florida
$566K +$18.4K +62 +3%
SIAS
1338
Shine Investment Advisory Services
Colorado
$562K – – –
FA
1339
Faithward Advisors
Pennsylvania
$562K +$560K +1,883 New
BMA
1340
Brooks Moore & Associates
Tennessee
$560K – – –
MCM
1341
Murphy Capital Management
New Jersey
$558K -$29.7K -100 -5%
BWM
1342
Baystate Wealth Management
Massachusetts
$555K +$449K +1,509 +432%
TCCM
1343
Timber Creek Capital Management
Massachusetts
$554K -$2.67K -9 -0.5%
FVCM
1344
F&V Capital Management
Florida
$552K – – –
AFM
1345
Andesa Financial Management
Pennsylvania
$550K -$170K -572 -24%
FMI
1346
Fiduciary Management Inc
Wisconsin
$547K +$545K +1,834 New
AIA
1347
Alera Investment Advisors
Illinois
$545K +$15.2K +51 +3%
PWP
1348
Principle Wealth Partners
Connecticut
$541K +$11.9K +40 +2%
MBTD
1349
Mechanics Bank - Trust Department
California
$538K +$204K +685 +61%
OSNBOA
1350
Old Second National Bank of Aurora
Illinois
$537K – – –