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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
2101
KFG Wealth Management
Indiana
$2.02M -$150K -254 -7%
Loring Wolcott & Coolidge Fiduciary Advisors
2102
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.01M +$589K +997 +36%
IWA
2103
Invera Wealth Advisors
Oregon
$2.01M +$2.11M +3,579 New
MA
2104
MONECO Advisors
Connecticut
$2.01M -$670K -1,134 -24%
WSWA
2105
Warren Street Wealth Advisors
California
$2.01M -$591 -1 -0%
DJSG
2106
D.J. St. Germain
Massachusetts
$1.99M +$93.9K +159 +5%
JCM
2107
J2 Capital Management
Michigan
$1.99M +$4.13K +7 +0.2%
ICM
2108
Islay Capital Management
Texas
$1.99M -$463K -784 -18%
RBFC
2109
Roman Butler Fullerton & Co
Missouri
$1.99M -$218K -370 -9%
FVCM
2110
F&V Capital Management
Florida
$1.98M – – –
IFWM
2111
Institute for Wealth Management
Colorado
$1.98M -$25.4K -43 -1%
FAI
2112
Fiduciary Advisors Inc
Missouri
$1.98M -$57.3K -97 -3%
BIG
2113
Builder Investment Group
Georgia
$1.98M – – –
RIA
2114
Realta Investment Advisors
Delaware
$1.98M -$167K -282 -7%
BO
2115
Bank OZK
Arkansas
$1.97M -$111K -188 -5%
TA
2116
Teramo Advisors
Florida
$1.97M – – –
HCA
2117
Horan Capital Advisors
Ohio
$1.96M +$76.8K +130 +4%
DWA
2118
Delap Wealth Advisory
Oregon
$1.96M +$246K +417 +14%
North Star Asset Management
2119
North Star Asset Management
Wisconsin
$1.96M -$115K -195 -5%
TI
2120
tru Independence
Oregon
$1.96M -$11.2K -19 -0.5%
GD
2121
Grandfield & Dodd
New York
$1.96M – – –
OWA
2122
Octavia Wealth Advisors
Ohio
$1.96M +$81.5K +138 +4%
SPA
2123
Sentinel Pension Advisors
Massachusetts
$1.95M +$591 +1 +0%
FTC
2124
Farmers Trust Company
Ohio
$1.95M -$23.6K -40 -1%
WRPWM
2125
Werba Rubin Papier Wealth Management
California
$1.95M -$5.91K -10 -0.3%