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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
2226
Joseph P. Lucia & Associates
New York
$45K
PIP
2227
Peachtree Investment Partners
Florida
$44K
CAM
2228
Costello Asset Management
Pennsylvania
$43K
ARMC
2229
American Research & Management Company
Massachusetts
$42K +$5.32K +12 +14%
LWA
2230
Lowe Wealth Advisors
Maryland
$41K
TI
2231
Truehand Inc
New Hampshire
$41K
HIM
2232
HawsGoodwin Investment Management
Tennessee
$40K +$22.2K +50 +114%
TAM
2233
Tucker Asset Management
Colorado
$39.2K +$443 +1 +1%
TCM
2234
Tradewinds Capital Management
Washington
$37K
LIA
2235
LS Investment Advisors
Michigan
$34K
GP
2236
Greenline Partners
New York
$31K -$4.43K -10 -12%
CWP
2237
Concord Wealth Partners
Virginia
$30K
AC
2238
Asio Capital
Kentucky
$26K
MAM
2239
McCarthy Asset Management
California
$23K
PK
2240
Pflug Koory
Nebraska
$23K
Vontobel Holding
2241
Vontobel Holding
Switzerland
$23K +$18.6K +42 +382%
GCM
2242
Gables Capital Management
Florida
$22K
EWM
2243
Edge Wealth Management
New York
$20K
CCM
2244
Carderock Capital Management
Maryland
$20K +$20.8K +47 New
ASBI
2245
American State Bank (Iowa)
Iowa
$19.8K
PCFFS
2246
Pacific Center for Financial Services
California
$19K +$19.5K +44 New
MSFP
2247
Mark Sheptoff Financial Planning
Connecticut
$16K
TVWM
2248
Tower View Wealth Management
Wisconsin
$16K
AFIA
2249
America First Investment Advisors
Nebraska
$13K +$13.3K +30 New
TFA
2250
Toth Financial Advisory
Virginia
$12K -$886 -2 -7%