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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
1951
Mitchell McLeod Pugh & Williams
Alabama
$647K -$101K -245 -13%
PA
1952
Paragon Advisors
Texas
$646K -$64.6K -157 -8%
APW
1953
Aurora Private Wealth
New Jersey
$646K -$4.11K -10 -0.6%
ADIM
1954
Alpha DNA Investment Management
Maryland
$644K +$21.4K +52 +3%
SW
1955
SlateStone Wealth
Florida
$642K +$216K +525 +45%
CA
1956
Calton & Associates
Florida
$640K -$441K -1,072 -39%
VAFP
1957
Vahanian & Associates Financial Planning
New York
$640K -$186K -452 -21%
SHWM
1958
Smith & Howard Wealth Management
Georgia
$639K +$59.2K +144 +9%
MM
1959
Main Management
California
$638K – – –
AC
1960
Apella Capital
Connecticut
$638K +$135K +328 +24%
FF
1961
Financial Futures
New Jersey
$637K -$65.8K -160 -9%
CAMG
1962
CWA Asset Management Group
Florida
$635K -$390K -947 -36%
KOMWMG
1963
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$633K +$4.94K +12 +0.7%
CAM
1964
Congress Asset Management
Massachusetts
$633K +$687K +1,670 New
MCP
1965
Mirador Capital Partners
California
$632K +$35.8K +87 +6%
BP
1966
BCK Partners
New York
$631K – – –
HFAS
1967
Hummer Financial Advisory Services
Illinois
$624K – – –
MFA
1968
McClarren Financial Advisors
Pennsylvania
$620K -$1.5M -3,651 -69%
BEI
1969
Benjamin Edwards Inc
Missouri
$619K -$40.3K -98 -6%
MIC
1970
Means Investment Company
Maine
$619K +$19.7K +48 +3%
AWA
1971
AmeriServ Wealth Advisors
Pennsylvania
$618K – – –
GWM
1972
Greenwich Wealth Management
Connecticut
$616K -$28.8K -70 -4%
IFS
1973
Ifrah Financial Services
Arkansas
$616K -$2.47K -6 -0.4%
CS
1974
Cannell & Spears
New York
$616K – – –
W
1975
WealthOne
New York
$616K +$10.3K +25 +2%