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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
2226
Zuckerman Investment Group
Illinois
$341K +$47.3K +115 +15%
CFFP
2227
Center for Financial Planning
Michigan
$340K – – –
SIM
2228
Sadoff Investment Management
Wisconsin
$339K -$174K -422 -32%
HCM
2229
Howland Capital Management
Massachusetts
$336K +$59.6K +145 +20%
UBG
2230
United Bank (Georgia)
Georgia
$335K +$411 +1 +0.1%
RWM
2231
Rockwood Wealth Management
Pennsylvania
$334K -$432K -1,050 -54%
RFN
2232
RDA Financial Network
Iowa
$333K +$6.99K +17 +2%
CP
2233
Covenant Partners
Tennessee
$332K – – –
GCP
2234
Gill Capital Partners
Colorado
$332K – – –
BPFA
2235
Barnes Pettey Financial Advisors
Mississippi
$331K – – –
AOWM
2236
Alpha Omega Wealth Management
Virginia
$330K -$399K -970 -53%
RA
2237
Rise Advisors
New York
$330K -$7.4K -18 -2%
MCIA
2238
Mountain Capital Investment Advisors
Colorado
$330K +$25.5K +62 +8%
FWM
2239
Finer Wealth Management
Massachusetts
$328K -$21.4K -52 -6%
JWCA
2240
J.W. Coons Advisors
Ohio
$327K -$37K -90 -9%
EP
2241
EPIQ Partners
Minnesota
$326K +$353K +859 New
SWM
2242
SFG Wealth Management
Maryland
$325K +$411 +1 +0.1%
Massachusetts Financial Services
2243
Massachusetts Financial Services
Massachusetts
$324K – – –
C1AG
2244
Client 1st Advisory Group
Florida
$324K +$58.4K +142 +20%
MRCM
2245
M&R Capital Management
New Jersey
$323K +$18.9K +46 +6%
DAM
2246
Delta Asset Management
Tennessee
$322K -$20.6K -50 -6%
BCPWM
2247
Bradley & Co Private Wealth Management
Florida
$322K +$350K +850 New
OBGC
2248
O'Brien Greene & Co
Pennsylvania
$321K – – –
GG
2249
GenWealth Group
New Jersey
$319K -$13.9M -33,824 -98%
DIA
2250
Davidson Investment Advisors
Montana
$318K -$235K -572 -41%