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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1951
Aspen Investment Management
Michigan
$3.7M +$90.8K +133 +2%
GWM
1952
Gilpin Wealth Management
Colorado
$3.7M -$43K -63 -1%
BFO
1953
Biltmore Family Office
North Carolina
$3.7M +$80.6K +118 +2%
MFS
1954
Mattson Financial Services
Michigan
$3.69M +$1.55M +2,273 +67%
RIS
1955
Richmond Investment Services
Wisconsin
$3.69M +$786K +1,151 +26%
RCM
1956
Ridgepath Capital Management
Tennessee
$3.69M +$210K +308 +6%
AWM
1957
Alterna Wealth Management
Texas
$3.68M +$803K +1,176 +26%
CIA
1958
Cape Investment Advisory
Georgia
$3.67M +$1.03M +1,503 +37%
IAS
1959
IMA Advisory Services
Colorado
$3.67M – – –
LCC
1960
Lincoln Capital Corp
Rhode Island
$3.66M -$721K -1,056 -16%
FRA
1961
Frank Rimerman Advisors
California
$3.65M – – –
SFWA
1962
Summit Financial Wealth Advisors
Louisiana
$3.64M +$1.18M +1,725 +45%
FWA
1963
FSM Wealth Advisors
Ohio
$3.64M +$82.6K +121 +2%
RFG
1964
REAP Financial Group
Texas
$3.63M +$630K +922 +20%
CC
1965
Corsicana & Co
Texas
$3.62M -$71.7K -105 -2%
CCM
1966
Condor Capital Management
New Jersey
$3.6M -$112K -164 -3%
LWM
1967
Lyell Wealth Management
California
$3.59M -$63.5K -93 -2%
RF
1968
Roxbury Financial
New Jersey
$3.59M +$197K +288 +6%
BM
1969
Berman McAleer
Maryland
$3.59M +$62.8K +92 +2%
AIP
1970
ARS Investment Partners
New York
$3.58M +$4.78K +7 +0.1%
FA
1971
Fountainhead AM
New Jersey
$3.58M +$197K +288 +6%
OCPWS
1972
One Charles Private Wealth Services
Massachusetts
$3.55M +$21.2K +31 +0.6%
TF
1973
Tenzing Financial
Virginia
$3.55M -$2.05K -3 -0.1%
WCL
1974
Wealth Care LLC
Florida
$3.54M +$3.7M +5,423 New
ONST
1975
Old North State Trust
North Carolina
$3.52M – – –