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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
2051
Vanguard Personalized Indexing Management
California
$654K +$232K +518 +56%
CHA
2052
Carmichael Hill & Associates
Maryland
$653K +$3.58K +8 +0.6%
WW
2053
Waterfront Wealth
Kansas
$651K +$167K +373 +35%
WIC
2054
Woodmont Investment Counsel
Tennessee
$649K -$13K -29 -2%
CMS
2055
Capital Market Strategies
Florida
$646K -$42K -94 -6%
NLP
2056
Next Level Private
New York
$644K
CF
2057
Convergence Financial
Missouri
$643K
WIM
2058
Warwick Investment Management
Texas
$643K +$4.92K +11 +0.8%
DIA
2059
Davidson Investment Advisors
Montana
$641K +$48.7K +109 +8%
TPWM
2060
Twelve Points Wealth Management
Massachusetts
$639K -$146K -327 -19%
CA
2061
Cambridge Advisors
Nebraska
$636K +$67.1K +150 +12%
SEM
2062
Strategic Equity Management
Arizona
$635K -$31.8K -71 -5%
SAMC
2063
Spectrum Asset Management (California)
California
$629K -$35.8K -80 -5%
GC
2064
Gibson Capital
Pennsylvania
$629K
CWP
2065
CFM Wealth Partners
Texas
$627K -$480K -1,074 -44%
PA
2066
Prism Advisors
California
$627K
TC
2067
Tenret Company
Florida
$627K +$33.5K +75 +6%
AGA
2068
Arkos Global Advisors
Texas
$626K -$12.1K -27 -2%
BW
2069
Bison Wealth
Georgia
$624K +$178K +398 +41%
DCM
2070
Disciplina Capital Management
Tennessee
$623K -$302K -676 -33%
CCA
2071
Childress Capital Advisors
Texas
$623K +$615K +1,374 New
FFA
2072
Freedman Financial Associates
Massachusetts
$618K +$7.6K +17 +1%
FF
2073
FourThought Financial
Florida
$616K +$53.2K +119 +10%
NSB
2074
Norway Savings Bank
Maine
$615K -$38K -85 -6%
AC
2075
Apella Capital
Connecticut
$614K +$64K +143 +12%