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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CNC
2026
Camden National Corporation
Maine
$276K +$269K +695 New
DP
2027
DDD Partners
Washington
$274K – – –
CWM
2028
Cedar Wealth Management
California
$273K – – –
NSAM
2029
North Star Asset Management
Wisconsin
$271K – – –
BWM
2030
BNC Wealth Management
Oregon
$270K +$774 +2 +0.3%
MMG
2031
Monetary Management Group
Missouri
$268K – – –
LIG
2032
Lokken Investment Group
Delaware
$267K -$8.9K -23 -3%
NG
2033
NWK Group
California
$267K -$2.71K -7 -1%
KFS
2034
Kaizen Financial Strategies
California
$265K -$113K -291 -30%
LF
2035
LifeSteps Financial
California
$265K – – –
PAM
2036
Private Asset Management
California
$265K +$257K +665 New
CC
2037
Copperleaf Capital
North Carolina
$263K -$89K -230 -26%
MIC
2038
Meridian Investment Counsel
California
$263K – – –
TA
2039
TFG Advisers
Michigan
$262K -$4.26K -11 -2%
Simplex Trading
2040
Simplex Trading
Illinois
$260K +$253K +654 New
HIM
2041
Hotaling Investment Management
Pennsylvania
$259K -$38.7K -100 -13%
PWM
2042
Prentice Wealth Management
New York
$259K +$252K +650 New
ZCM
2043
Ziegler Capital Management
Illinois
$255K – – –
WOC
2044
West Oak Capital
California
$254K – – –
BC
2045
Barnett & Company
Tennessee
$253K -$58.1K -150 -19%
WW
2046
Waterfront Wealth
Kansas
$253K -$14.3K -37 -6%
RM
2047
Resource Management
Louisiana
$252K -$36K -93 -13%
GF
2048
Goodman Financial
Texas
$252K -$9.68K -25 -4%
FNBTCON
2049
First National Bank & Trust Co of Newtown
Pennsylvania
$252K – – –
JSA
2050
Jacobson & Schmitt Advisors
Wisconsin
$252K +$245K +634 New