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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMCA
2076
Arthur M. Cohen & Associates
Illinois
$654K -$24.7K -64 -4%
FSG
2077
Financial Strategies Group
Michigan
$653K -$18.9K -49 -3%
CAP
2078
Columbia Advisory Partners
Washington
$648K +$651K +1,686 New
SIAS
2079
Summit Investment Advisory Services
Minnesota
$647K +$650K +1,685 New
GAB
2080
German American Bancorp
Indiana
$647K
ST
2081
Spinnaker Trust
Maine
$645K +$218K +565 +51%
MMPW
2082
Mitchell McLeod Pugh & Williams
Alabama
$643K +$49K +127 +8%
MIC
2083
Means Investment Company
Maine
$641K +$16.2K +42 +3%
RF
2084
Rollins Financial
Georgia
$638K +$27.4K +71 +4%
TWD
2085
True Wealth Design
Ohio
$637K +$639K +1,657 New
SAM
2086
Sompo Asset Management
Japan
$637K +$639K +1,657 New
WCM
2087
Whitener Capital Management
North Carolina
$636K -$72.9K -189 -10%
DDC
2088
DF Dent & Co
Maryland
$636K -$2.04M -5,283 -76%
IPW
2089
Inlet Private Wealth
Florida
$635K +$8.88K +23 +1%
TWP
2090
Transparent Wealth Partners
Arkansas
$633K -$98K -254 -13%
HFAS
2091
Hummer Financial Advisory Services
Illinois
$632K
JBA
2092
Johnson Bixby & Associates
Washington
$631K
HCM
2093
HMS Capital Management
Tennessee
$630K +$169K +439 +37%
APIM
2094
Agate Pass Investment Management
Washington
$630K +$9.26K +24 +1%
BEI
2095
Benjamin Edwards Inc
Missouri
$629K +$2.31K +6 +0.4%
CA
2096
Carson Advisory
Georgia
$629K -$2.7K -7 -0.4%
CAMG
2097
CWA Asset Management Group
Florida
$627K +$41.3K +107 +7%
AWA
2098
AmeriServ Wealth Advisors
Pennsylvania
$627K
CS
2099
Cannell & Spears
New York
$624K
Mawer Investment Management
2100
Mawer Investment Management
Alberta, Canada
$624K +$626K +1,623 New