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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
1451
Roundview Capital
New Jersey
$711K +$58.2K +188 +9%
LRPA
1452
L. Roy Papp & Associates
Arizona
$710K -$24.8K -80 -4%
PT
1453
Plimoth Trust
Massachusetts
$708K -$8.05K -26 -1%
ISB
1454
Iowa State Bank
Iowa
$700K
MCM
1455
Mengis Capital Management
Oregon
$699K
MIG
1456
McGuire Investment Group
Rhode Island
$697K +$151K +488 +29%
IA
1457
Independence Advisors
Pennsylvania
$696K -$928 -3 -0.1%
CNBT
1458
Cornerstone National Bank & Trust
Illinois
$696K +$666K +2,152 New
TBA
1459
Tower Bridge Advisors
Pennsylvania
$693K -$728K -2,351 -52%
EA
1460
Emerald Advisors
Washington
$693K +$660K +2,134 New
MA
1461
MONECO Advisors
Connecticut
$691K +$3.4K +11 +0.5%
MIM
1462
Macroview Investment Management
Maryland
$689K -$5.88K -19 -0.9%
KP
1463
Keel Point
Alabama
$688K +$18.9K +61 +3%
OIWM
1464
OptiFour Integrated Wealth Management
Virginia
$687K
TNBTD
1465
Trustmark National Bank Trust Department
Mississippi
$684K
PGA
1466
Portland Global Advisors
Maine
$684K +$126K +407 +24%
FAM
1467
Formidable Asset Management
Ohio
$680K +$633K +2,045 New
SCM
1468
Spreng Capital Management
Ohio
$675K +$647K +2,090 New
PFA
1469
Professional Financial Advisors
Nebraska
$674K +$645K +2,085 New
FAN
1470
Financial Advisors Network
California
$670K -$42.4K -137 -6%
RFA
1471
Reilly Financial Advisors
California
$667K -$67.8K -219 -10%
TFA
1472
TPG Financial Advisors
Oregon
$667K +$159K +515 +33%
IFG
1473
Investors Financial Group
Minnesota
$667K +$638K +2,063 New
SFFS
1474
Stonehage Fleming Financial Services
Jersey
$664K -$84.2K -272 -12%
TCWM
1475
Total Clarity Wealth Management
Illinois
$664K +$636K +2,054 New