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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1726
Biltmore Family Office
North Carolina
$302K +$333 +1 +0.1%
PWP
1727
Principle Wealth Partners
Connecticut
$301K -$149K -447 -33%
UBG
1728
United Bank (Georgia)
Georgia
$297K -$50.3K -151 -15%
TCM
1729
Tandem Capital Management
New Jersey
$297K
SWM
1730
Shakespeare Wealth Management
Wisconsin
$296K
BFM
1731
Boston Financial Management
Massachusetts
$295K -$599K -1,800 -67%
CP
1732
Covenant Partners
Tennessee
$294K
Canada Life
1733
Canada Life
Manitoba, Canada
$294K +$249K +748 +589%
BRC
1734
Bell Rock Capital
Delaware
$293K -$61.6K -185 -18%
AIM
1735
Avity Investment Management
Connecticut
$292K -$16.6K -50 -5%
SDWIA
1736
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$291K +$7.65K +23 +3%
BHTS
1737
Bar Harbor Trust Services
Maine
$290K -$49.9K -150 -15%
FMI
1738
Fiduciary Management Inc
Wisconsin
$289K -$271K -815 -49%
HIMC
1739
Heritage Investors Management Corp
Maryland
$286K -$16.6K -50 -6%
AP
1740
Atwood & Palmer
Missouri
$286K -$10.6K -32 -4%
SIM
1741
Sonora Investment Management
Arizona
$286K +$33.3K +100 +13%
MD
1742
Money Design
Japan
$286K +$66.2K +199 +31%
WEC
1743
Winslow Evans & Crocker
Massachusetts
$285K -$4.99K -15 -2%
RE
1744
RBC Europe
United Kingdom
$285K -$33.3K -100 -11%
DAM
1745
Delta Asset Management
Tennessee
$284K
HWA
1746
Hilltop Wealth Advisors
North Carolina
$282K
JWM
1747
JGP Wealth Management
Oregon
$280K
AIC
1748
Archer Investment Corporation
Indiana
$279K +$998 +3 +0.4%
AIA
1749
Alera Investment Advisors
Illinois
$278K
WTFG
1750
Wells Trecaso Financial Group
Ohio
$277K -$20K -60 -7%