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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1776
WBH Advisory
Maryland
$227K -$42.9K -146 -17%
LSPW
1777
Lake Street Private Wealth
Illinois
$225K -$127K -431 -37%
ACM
1778
Ategra Capital Management
Virginia
$225K -$28.2K -96 -12%
HCIA
1779
Hochman Cole Investment Advisors
Illinois
$223K +$211K +720 New
MAS
1780
Madden Advisory Services
Florida
$223K +$212K +722 New
TAM
1781
Tocqueville Asset Management
New York
$222K +$211K +718 New
DWM
1782
Darwin Wealth Management
Florida
$219K -$254K -865 -55%
CB
1783
Cadence Bank
Mississippi
$219K +$207K +706 New
EIA
1784
Edgemoor Investment Advisors
Maryland
$219K +$207K +706 New
CFA
1785
Capstone Financial Advisors
Illinois
$219K +$208K +708 New
RM
1786
Resource Management
Louisiana
$218K +$207K +706 New
PNAA
1787
Pictet North America Advisors
Switzerland
$217K -$421K -1,434 -67%
JWCA
1788
J.W. Coons Advisors
Ohio
$217K -$99.8K -340 -33%
OBWP
1789
O'Brien Wealth Partners
Massachusetts
$217K +$201K +686 New
QC
1790
QCM Cayman
Texas
$217K +$206K +700 New
NBG
1791
Nancy B. Gardiner
$216K +$205K +698 New
KCPG
1792
Kavar Capital Partners Group
Kansas
$216K +$205K +699 New
Luther King Capital Management (LKCM)
1793
Luther King Capital Management (LKCM)
Texas
$214K – – –
NG
1794
NWK Group
California
$213K -$30.5K -104 -13%
RPA
1795
Rock Point Advisors
Vermont
$213K +$202K +687 New
DP
1796
DDD Partners
Washington
$213K +$202K +689 New
GF
1797
Goodman Financial
Texas
$212K -$39.9K -136 -17%
ACP
1798
Aveo Capital Partners
Colorado
$211K -$9.89M -33,676 -98%
NSAM
1799
North Star Asset Management
Wisconsin
$211K -$98.1K -334 -33%
WOC
1800
West Oak Capital
California
$209K +$198K +675 New