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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
2226
Asset Advisors Investment Management
Georgia
$453K -$223K -484 -34%
FFG
2227
Fullen Financial Group
Ohio
$453K +$2.3K +5 +0.5%
Fayez Sarofim & Co
2228
Fayez Sarofim & Co
Texas
$453K +$437K +949 New
CAMV
2229
Concord Asset Management (Virginia)
Virginia
$452K +$437K +948 New
MWM
2230
Marion Wealth Management
Pennsylvania
$452K +$437K +948 New
Capital International Investors
2231
Capital International Investors
California
$450K -$262K -568 -38%
CAM
2232
Cozad Asset Management
Illinois
$449K -$173K -375 -28%
CPP
2233
Capasso Planning Partners
South Carolina
$448K +$433K +940 New
BCMO
2234
Buckingham Capital Management (Ohio)
Ohio
$446K -$52.5K -114 -11%
SEA
2235
Stegent Equity Advisors
Texas
$445K +$430K +933 New
ML
2236
Mayport LLC
Massachusetts
$443K +$428K +929 New
BFS
2237
Beacon Financial Strategies
North Carolina
$441K – – –
ZCA
2238
Zeke Capital Advisors
Pennsylvania
$441K +$426K +925 New
Vanguard Personalized Indexing Management
2239
Vanguard Personalized Indexing Management
California
$440K – – –
FWM
2240
Finer Wealth Management
Massachusetts
$438K +$423K +918 New
BIA
2241
Biondo Investment Advisors
Pennsylvania
$436K – – –
OBWP
2242
O'Brien Wealth Partners
Massachusetts
$435K +$127K +275 +40%
FWSM
2243
First Wilshire Securities Management
California
$434K -$226K -490 -35%
HIMC
2244
Heritage Investors Management Corp
Maryland
$432K -$59.9K -130 -13%
FWM
2245
Foresight Wealth Management
Utah
$428K -$3.69K -8 -0.9%
SWM
2246
SFG Wealth Management
Maryland
$428K +$413K +897 New
FANJ
2247
Financial Architects (New Jersey)
New Jersey
$427K +$461 +1 +0.1%
RA
2248
Rise Advisors
New York
$427K +$412K +895 New
OPA
2249
Old Port Advisors
Maine
$423K +$415K +901 New
TCM
2250
Tandem Capital Management
New Jersey
$421K – – –