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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAMV
2226
Concord Asset Management (Virginia)
Virginia
$452K +$437K +948 New
MWM
2227
Marion Wealth Management
Pennsylvania
$452K +$437K +948 New
Capital International Investors
2228
Capital International Investors
California
$450K -$262K -568 -38%
CAM
2229
Cozad Asset Management
Illinois
$449K -$173K -375 -28%
CPP
2230
Capasso Planning Partners
South Carolina
$448K +$433K +940 New
BCMO
2231
Buckingham Capital Management (Ohio)
Ohio
$446K -$52.5K -114 -11%
SEA
2232
Stegent Equity Advisors
Texas
$445K +$430K +933 New
ML
2233
Mayport LLC
Massachusetts
$443K +$428K +929 New
BFS
2234
Beacon Financial Strategies
North Carolina
$441K
ZCA
2235
Zeke Capital Advisors
Pennsylvania
$441K +$426K +925 New
Vanguard Personalized Indexing Management
2236
Vanguard Personalized Indexing Management
California
$440K
FWM
2237
Finer Wealth Management
Massachusetts
$438K +$423K +918 New
BIA
2238
Biondo Investment Advisors
Pennsylvania
$436K
OBWP
2239
O'Brien Wealth Partners
Massachusetts
$435K +$127K +275 +40%
FWSM
2240
First Wilshire Securities Management
California
$434K -$226K -490 -35%
HIMC
2241
Heritage Investors Management Corp
Maryland
$432K -$59.9K -130 -13%
FWM
2242
Foresight Wealth Management
Utah
$428K -$3.69K -8 -0.9%
SWM
2243
SFG Wealth Management
Maryland
$428K +$413K +897 New
FANJ
2244
Financial Architects (New Jersey)
New Jersey
$427K +$461 +1 +0.1%
RA
2245
Rise Advisors
New York
$427K +$412K +895 New
OPA
2246
Old Port Advisors
Maine
$423K +$415K +901 New
TCM
2247
Tandem Capital Management
New Jersey
$421K
TW
2248
Towerpoint Wealth
California
$419K +$1.38K +3 +0.3%
UBG
2249
United Bank (Georgia)
Georgia
$418K -$3.23K -7 -0.8%
KCPG
2250
Kavar Capital Partners Group
Kansas
$417K -$46.5K -101 -10%