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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCOO
2151
Trust Company of Oklahoma
Oklahoma
$547K – – –
ST
2152
Spinnaker Trust
Maine
$547K -$9.68K -21 -2%
BDWM
2153
Brewin Dolphin Wealth Management
Ireland
$546K – – –
EWA
2154
ERTS Wealth Advisors
Michigan
$545K +$5.53K +12 +1%
WFC
2155
Western Financial Corp
California
$545K +$16.1K +35 +3%
CCG
2156
Chatham Capital Group
Georgia
$544K – – –
TC
2157
Tatro Capital
Kentucky
$544K – – –
OHWP
2158
Oak Harbor Wealth Partners
North Carolina
$544K +$526K +1,141 New
PFG
2159
Piershale Financial Group
Illinois
$539K +$521K +1,130 New
SW
2160
SlateStone Wealth
Florida
$537K – – –
Jane Street
2161
Jane Street
New York
$535K -$2.41M -5,220 -82%
PIFP
2162
Partners in Financial Planning
Virginia
$533K – – –
BWM
2163
BNC Wealth Management
Oregon
$532K +$201K +437 +64%
MG
2164
MilWealth Group
Wisconsin
$531K – – –
SC
2165
Searle & Co
Connecticut
$529K – – –
BAM
2166
Byrne Asset Management
New Jersey
$527K +$509K +1,105 New
BCM
2167
Bluefin Capital Management
New York
$525K +$507K +1,100 New
ETIA
2168
Epic Trust Investment Advisors
Washington
$521K +$504K +1,093 New
HA
2169
Hofer & Associates
California
$520K +$503K +1,091 New
CPW
2170
Catalyst Private Wealth
California
$519K +$42.4K +92 +9%
JFS
2171
JD Financial Services
Pennsylvania
$517K -$21.2K -46 -4%
BC
2172
Brio Consultants
California
$516K +$24.4K +53 +5%
NFG
2173
Northeast Financial Group
Pennsylvania
$513K – – –
PHS
2174
Pekin Hardy Strauss
Illinois
$513K – – –
PCM
2175
Passive Capital Management
Maryland
$513K +$495K +1,075 New