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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
2076
R.M. Davis Inc
Maine
$2.31M -$815K -1,419 -28%
WCM
2077
Weik Capital Management
Pennsylvania
$2.31M +$11.5K +20 +0.5%
MA
2078
MONECO Advisors
Connecticut
$2.31M +$79.2K +138 +4%
VCM
2079
Versant Capital Management
Arizona
$2.3M – – –
WAM
2080
Weatherly Asset Management
California
$2.3M -$20.1K -35 -0.9%
LFA
2081
LGT Financial Advisors
Texas
$2.3M -$380K -661 -15%
SB
2082
Sunflower Bank
Texas
$2.3M -$53.4K -93 -2%
MI
2083
Moneywise Inc
Virginia
$2.29M +$200K +349 +10%
ACM
2084
Absolute Capital Management
Pennsylvania
$2.29M -$1.67M -2,913 -44%
RF
2085
Rossby Financial
Florida
$2.29M -$54K -94 -2%
NW
2086
Naviter Wealth
Arkansas
$2.28M -$233K -406 -10%
FPB
2087
First PREMIER Bank
South Dakota
$2.28M -$11.5K -20 -0.5%
WI
2088
Wedgewood Investors
Pennsylvania
$2.26M -$1.15K -2 -0.1%
BFP
2089
Briaud Financial Planning
Texas
$2.25M +$206K +359 +11%
LKBC
2090
L.K. Benson & Company
Maryland
$2.25M +$593K +1,033 +40%
SPWM
2091
Schrum Private Wealth Management
Florida
$2.25M -$34.5K -60 -2%
ACM
2092
Aspen Capital Management
Idaho
$2.25M – – –
DI
2093
Disciplined Investments
Oklahoma
$2.25M -$140K -244 -6%
JCM
2094
J2 Capital Management
Michigan
$2.24M +$38.5K +67 +2%
EL
2095
Essex LLC
Illinois
$2.24M -$95.9K -167 -4%
WWP
2096
Waypoint Wealth Partners
California
$2.24M +$2.07M +3,600 New
TWM
2097
Trinity Wealth Management
Pennsylvania
$2.23M +$1.07M +1,864 +107%
HWA
2098
HHM Wealth Advisors
Tennessee
$2.23M -$311K -541 -13%
MMHP
2099
Murphy Middleton Hinkle & Parker
Georgia
$2.23M – – –
BCM
2100
Beck Capital Management
Texas
$2.22M +$79.8K +139 +4%