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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VSWA
1326
Vontobel Swiss Wealth Advisors
Switzerland
$597K
JC
1327
Jentner Corp
Ohio
$588K
WCM
1328
Whitener Capital Management
North Carolina
$578K -$14.9K -50 -3%
BCA
1329
Berman Capital Advisors
Georgia
$578K -$1.19K -4 -0.2%
KCM
1330
Kornitzer Capital Management
Kansas
$575K
Wellington Management Group
1331
Wellington Management Group
Massachusetts
$575K
FUBT
1332
First United Bank & Trust
Maryland
$573K
SVWAG
1333
Sound View Wealth Advisors Group
Georgia
$572K
IPW
1334
Inlet Private Wealth
Florida
$566K -$1.14M -3,835 -67%
AIS
1335
American Investment Services
Massachusetts
$566K
PMG
1336
ProVise Management Group
Florida
$566K +$18.4K +62 +3%
SIAS
1337
Shine Investment Advisory Services
Colorado
$562K
FA
1338
Faithward Advisors
Pennsylvania
$562K +$560K +1,883 New
BMA
1339
Brooks Moore & Associates
Tennessee
$560K
MCM
1340
Murphy Capital Management
New Jersey
$558K -$29.7K -100 -5%
BWM
1341
Baystate Wealth Management
Massachusetts
$555K +$449K +1,509 +432%
TCCM
1342
Timber Creek Capital Management
Massachusetts
$554K -$2.67K -9 -0.5%
FVCM
1343
F&V Capital Management
Florida
$552K
AFM
1344
Andesa Financial Management
Pennsylvania
$550K -$170K -572 -24%
FMI
1345
Fiduciary Management Inc
Wisconsin
$547K +$545K +1,834 New
AIA
1346
Alera Investment Advisors
Illinois
$545K +$15.2K +51 +3%
PWP
1347
Principle Wealth Partners
Connecticut
$541K +$11.9K +40 +2%
MBTD
1348
Mechanics Bank - Trust Department
California
$538K +$204K +685 +61%
OSNBOA
1349
Old Second National Bank of Aurora
Illinois
$537K
VWM
1350
Valley Wealth Managers
New Jersey
$536K +$7.13K +24 +1%