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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
2201
Capital Investment Management
Missouri
$2.69M +$2.67M +3,935 New
CAM
2202
Clark Asset Management
New Hampshire
$2.68M -$368K -542 -12%
Obermeyer Wealth Partners
2203
Obermeyer Wealth Partners
Colorado
$2.68M +$26.5K +39 +1%
WHCI
2204
W.H. Cornerstone Investments
Massachusetts
$2.68M +$9.51K +14 +0.4%
DWML
2205
Decker Wealth Management LLC
Tennessee
$2.67M +$2.65M +3,897 New
BFP
2206
Briaud Financial Planning
Texas
$2.66M +$116K +171 +5%
APW
2207
Alliance Private Wealth
Massachusetts
$2.66M +$2.61M +3,847 New
SWM
2208
SeaCrest Wealth Management
New York
$2.66M +$200K +294 +8%
ACA
2209
Aspire Capital Advisors
Washington
$2.65M +$23.1K +34 +0.9%
ML
2210
Mayport LLC
Massachusetts
$2.65M +$921K +1,356 +54%
KFI
2211
Key Financial Inc
Pennsylvania
$2.65M -$255K -376 -9%
SFWA
2212
Summit Financial Wealth Advisors
Louisiana
$2.64M -$1.25M -1,839 -32%
CWA
2213
Clarity Wealth Advisors
California
$2.63M +$409K +602 +19%
CB
2214
Centennial Bank
Arkansas
$2.63M – – –
CFMC
2215
Curbstone Financial Management Corp
New Hampshire
$2.63M +$1.36K +2 +0.1%
OCA
2216
Odyssey Capital Advisors
Pennsylvania
$2.63M +$2.6M +3,833 New
TH
2217
Team Hewins
California
$2.62M -$1.36K -2 -0.1%
TF
2218
Tompkins Financial
New York
$2.62M +$9.51K +14 +0.4%
FNBTCON
2219
First National Bank & Trust Co of Newtown
Pennsylvania
$2.62M +$632K +930 +32%
VST
2220
Van Strum & Towne
California
$2.62M -$156K -229 -6%
CFS
2221
Cannon Financial Strategists
Georgia
$2.6M +$178K +262 +7%
PFW
2222
Petros Family Wealth
Minnesota
$2.59M +$2.57M +3,788 New
RBFC
2223
Roman Butler Fullerton & Co
Missouri
$2.59M +$3.4K +5 +0.1%
FC
2224
Financial Consulate
Maryland
$2.58M -$28.5K -42 -1%
SRC
2225
Sage Rhino Capital
California
$2.58M -$611K -900 -19%