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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1826
Wambolt & Associates
Colorado
$513K -$27.5K -71 -5%
EWA
1827
ERTS Wealth Advisors
Michigan
$513K -$22.5K -58 -4%
JCM
1828
Jacobi Capital Management
Pennsylvania
$512K +$34.1K +88 +7%
CANC
1829
Culbertson A N & Co
Virginia
$511K -$3.87K -10 -0.8%
WA1
1830
Wimmer Associates 1
California
$511K – – –
RW
1831
REDW Wealth
New Mexico
$511K +$9.29K +24 +2%
SL
1832
Summitry LLC
California
$505K +$39.1K +101 +9%
Wealthfront Advisers
1833
Wealthfront Advisers
California
$503K -$70.5K -182 -13%
CWAG
1834
Compton Wealth Advisory Group
Virginia
$503K – – –
FFA
1835
Freedman Financial Associates
Massachusetts
$499K -$11.6K -30 -2%
MLL
1836
Moody Lynn & Lieberson
Massachusetts
$498K +$98K +253 +25%
QC
1837
QCM Cayman
Texas
$497K +$195K +504 +68%
1832 Asset Management
1838
1832 Asset Management
Ontario, Canada
$496K – – –
CPW
1839
Catalyst Private Wealth
California
$494K – – –
PIG
1840
Pantheon Investment Group
California
$494K +$34.8K +90 +8%
OWA
1841
Octavia Wealth Advisors
Ohio
$491K -$215K -556 -31%
HFS
1842
Haverford Financial Services
Pennsylvania
$487K -$69.3K -179 -13%
LDB
1843
Lee, Danner & Bass
Tennessee
$486K – – –
NS
1844
Newman & Schimel
Illinois
$486K +$17.4K +45 +4%
FAT
1845
First American Trust
California
$483K +$120K +309 +34%
EP
1846
Edgestream Partners
New Jersey
$481K -$6.23M -16,081 -93%
HR
1847
Hayden Royal
North Carolina
$478K -$567K -1,464 -55%
BFO
1848
Biltmore Family Office
North Carolina
$477K -$18.2K -47 -4%
FAM
1849
Fenimore Asset Management
New York
$477K +$465K +1,200 New
BCMO
1850
Buckingham Capital Management (Ohio)
Ohio
$475K -$10.1K -26 -2%