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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1426
Concentric Wealth Management
California
$2.81M -$34.1K -74 -1%
ZF
1427
Zhang Financial
Michigan
$2.81M -$18K -39 -0.7%
QCIG
1428
Quad-Cities Investment Group
Iowa
$2.8M +$221K +479 +9%
WAOTB
1429
Wealth Advisors of Tampa Bay
Florida
$2.77M +$1.27M +2,763 +91%
TCPWM
1430
Traverso Chambers Private Wealth Management
California
$2.73M -$16.6K -36 -0.6%
PAI
1431
Pittenger & Anderson Inc
Nebraska
$2.72M -$249K -541 -9%
CT
1432
Columbia Trust
Oregon
$2.72M – – –
OCM
1433
Orser Capital Management
Texas
$2.71M +$901K +1,955 +52%
WI
1434
Wedgewood Investors
Pennsylvania
$2.7M – – –
DFC
1435
DBK Financial Counsel
Ohio
$2.69M +$2.6M +5,649 New
TC
1436
Truvestments Capital
Florida
$2.69M +$208K +451 +9%
HPC
1437
HM Payson & Co
Maine
$2.68M -$12.9K -28 -0.5%
LA
1438
LexAurum Advisors
Kansas
$2.68M -$196K -426 -7%
SA
1439
SRH Advisors
Kansas
$2.68M – – –
SCM
1440
SOL Capital Management
Maryland
$2.67M +$310K +672 +14%
BDF
1441
Black Diamond Financial
Maryland
$2.66M +$235K +509 +10%
FM
1442
Family Management
New York
$2.65M +$4.15K +9 +0.2%
FBFS
1443
First Business Financial Services
Wisconsin
$2.63M +$143K +311 +6%
NW
1444
Naviter Wealth
Arkansas
$2.62M +$2.53M +5,500 New
ECM
1445
Exchange Capital Management
Michigan
$2.62M -$264K -573 -9%
SDWMA
1446
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.62M -$1.93M -4,178 -43%
RMC
1447
Resources Management Corp
Connecticut
$2.62M +$13.8K +30 +0.5%
FWP
1448
FAS Wealth Partners
Kansas
$2.61M +$287K +622 +13%
FC
1449
Financial Consulate
Maryland
$2.61M +$96.8K +210 +4%
NIC
1450
Northwest Investment Counselors
Oregon
$2.6M -$122K -265 -5%