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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1701
Capital Advisors Inc
Oklahoma
$642K +$204K +574 +51%
BB
1702
Bell Bank
North Dakota
$642K +$609K +1,710 New
SW
1703
SkyOak Wealth
Michigan
$637K – – –
CGH
1704
Crossmark Global Holdings
Texas
$636K – – –
TWP
1705
Treybourne Wealth Planners
Indiana
$632K +$599K +1,684 New
IPW
1706
Inlet Private Wealth
Florida
$631K -$3.56K -10 -0.6%
BSI
1707
Bennett Selby Investments
Maine
$631K +$598K +1,680 New
CNBT
1708
Cornerstone National Bank & Trust
Illinois
$629K – – –
SWM
1709
Southern Wealth Management
Texas
$627K -$17.5M -49,282 -97%
Legal & General Group
1710
Legal & General Group
United Kingdom
$627K – – –
Kovitz Investment Group Partners
1711
Kovitz Investment Group Partners
Illinois
$627K +$82.2K +231 +16%
HPC
1712
HM Payson & Co
Maine
$626K -$466K -1,310 -44%
TNBTD
1713
Trustmark National Bank Trust Department
Mississippi
$624K -$39.2K -110 -6%
ME
1714
McIlrath & Eck
Washington
$618K -$17.1K -48 -3%
HFAS
1715
Hummer Financial Advisory Services
Illinois
$618K – – –
MIC
1716
Means Investment Company
Maine
$613K +$2.14K +6 +0.4%
CS
1717
Cannell & Spears
New York
$610K – – –
MAA
1718
Matrix Asset Advisors
New York
$609K +$23.5K +66 +4%
AW
1719
Avion Wealth
Texas
$608K – – –
CIP
1720
Chartwell Investment Partners
Pennsylvania
$607K – – –
SQA
1721
Simon Quick Advisors
New Jersey
$605K -$36.7K -103 -6%
LC
1722
Lincoln Capital
Nebraska
$604K +$194K +544 +51%
SHWM
1723
Smith & Howard Wealth Management
Georgia
$603K -$88.3K -248 -13%
ISL
1724
Ingalls & Snyder LLC
New York
$603K – – –
LJHT
1725
Laurie J. Hall Trustee
$598K -$1.07K -3 -0.2%