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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFH
1976
Eaton Financial Holdings
Florida
$4.39M -$7.28K -10 -0.2%
ET
1977
Equitable Trust
Tennessee
$4.38M – – –
HFS
1978
Hopwood Financial Services
Virginia
$4.37M +$479K +658 +13%
AWA
1979
Aaron Wealth Advisors
Illinois
$4.37M +$71.4K +98 +2%
SFWA
1980
Summit Financial Wealth Advisors
Louisiana
$4.37M +$184K +252 +5%
OAS
1981
Optivise Advisory Services
Tennessee
$4.36M +$708K +972 +20%
BWA
1982
Blodgett Wealth Advisors
California
$4.36M +$65.5K +90 +2%
SWA
1983
Strategies Wealth Advisors
Michigan
$4.35M -$698K -958 -14%
MFS
1984
Mattson Financial Services
Michigan
$4.31M +$45.1K +62 +1%
FWM
1985
Fonville Wealth Management
Virginia
$4.3M -$72.1K -99 -2%
MAV
1986
Mason & Associates (Virginia)
Virginia
$4.29M +$53.9K +74 +1%
UAG
1987
United Advisor Group
Ohio
$4.29M +$914K +1,255 +28%
RA
1988
Range Advisory
Virginia
$4.29M +$2.33M +3,206 +127%
NB
1989
NBT Bank
New York
$4.29M -$2.61M -3,582 -38%
LCAM
1990
London & Capital Asset Management
United Kingdom
$4.27M -$582K -799 -12%
LFP
1991
Leeward Financial Partners
Washington
$4.25M +$2.19K +3 +0.1%
FC
1992
Fulcrum Capital
Washington
$4.25M -$151K -207 -4%
APC
1993
Aspire Private Capital
North Carolina
$4.25M +$1.46M +2,006 +55%
LFA
1994
Legacy Financial Advisors
Kentucky
$4.25M -$204K -280 -5%
PCMF
1995
Private Capital Management (Florida)
Florida
$4.24M +$422K +579 +11%
RCM
1996
Ridgepath Capital Management
Tennessee
$4.24M +$9.47K +13 +0.2%
GFPC
1997
Global Financial Private Client
Florida
$4.23M +$359K +493 +10%
RF
1998
Roxbury Financial
New Jersey
$4.22M +$102K +140 +3%
HNWA
1999
Henrickson Nauta Wealth Advisors
Michigan
$4.21M +$1.14M +1,564 +39%
AP
2000
Appleton Partners
Massachusetts
$4.21M +$297K +408 +8%