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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1901
PBMares Wealth Management
Virginia
$1.85M -$578K -1,155 -25%
AFAS
1902
Acorn Financial Advisory Services
Virginia
$1.85M -$233K -465 -12%
TF
1903
Tompkins Financial
New York
$1.85M +$12K +24 +0.7%
ESB
1904
Essex Savings Bank
Connecticut
$1.84M – – –
CFB
1905
Cullen/Frost Bankers
Texas
$1.84M -$463K -925 -21%
TA
1906
TrueWealth Advisors
Alabama
$1.83M -$589K -1,178 -25%
H
1907
HoyleCohen
California
$1.83M +$121K +242 +7%
VT
1908
Vise Technologies
New York
$1.82M -$168K -335 -9%
GWM
1909
Greenwich Wealth Management
Connecticut
$1.82M +$144K +288 +9%
GJWM
1910
Gilliland Jeter Wealth Management
Arkansas
$1.82M +$475K +950 +38%
MHC
1911
Meyer Handelman Company
New York
$1.81M +$1.72M +3,446 New
NAM
1912
NTV Asset Management
West Virginia
$1.81M +$500 +1 +0%
VCP
1913
Vista Capital Partners
Oregon
$1.8M – – –
MRWM
1914
ML&R Wealth Management
Texas
$1.8M -$621K -1,242 -27%
TTWM
1915
TCV Trust & Wealth Management
Virginia
$1.79M +$145K +289 +9%
DJSG
1916
D.J. St. Germain
Massachusetts
$1.79M +$37K +74 +2%
BWA
1917
Blodgett Wealth Advisors
California
$1.79M +$50K +100 +3%
EFL
1918
ERn Financial LLC
Wisconsin
$1.78M -$48K -96 -3%
KCM
1919
Kornitzer Capital Management
Kansas
$1.78M +$45.5K +91 +3%
PRWA
1920
Platte River Wealth Advisors
Colorado
$1.78M – – –
EA
1921
Everpar Advisors
Oklahoma
$1.78M +$1.33M +2,666 +373%
WRPWM
1922
Werba Rubin Papier Wealth Management
California
$1.78M -$180K -359 -10%
AIP
1923
ARS Investment Partners
New York
$1.77M – – –
SVWAG
1924
Sound View Wealth Advisors Group
Georgia
$1.77M -$58K -116 -3%
BFWA
1925
Benchmark Financial Wealth Advisors
Florida
$1.77M +$57K +114 +4%