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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPW
2251
TL Private Wealth
Texas
$390K +$1.34K +3 +0.3%
SWM
2252
SFG Wealth Management
Maryland
$389K -$17.9K -40 -4%
Massachusetts Financial Services
2253
Massachusetts Financial Services
Massachusetts
$388K – – –
BRA
2254
Biechele Royce Advisors
Indiana
$387K -$358K -800 -48%
ACM
2255
Alpha Capital Management
Texas
$386K -$53.7K -120 -12%
KCPG
2256
Kavar Capital Partners Group
Kansas
$386K -$11.2K -25 -3%
FMI
2257
Fiduciary Management Inc
Wisconsin
$385K -$8.43M -18,840 -96%
OBGC
2258
O'Brien Greene & Co
Pennsylvania
$384K – – –
EGA
2259
Eagle Global Advisors
Texas
$382K +$148K +330 +64%
OWM
2260
OneAscent Wealth Management
Alabama
$380K +$375K +838 New
PCMM
2261
Piedmont Capital Management (Montana)
Montana
$379K +$157K +351 +74%
IHWM
2262
Iron Horse Wealth Management
Iowa
$377K – – –
NAMM
2263
NorthStar Asset Management (Massachusetts)
Massachusetts
$375K +$369K +826 New
AIM
2264
Avity Investment Management
Connecticut
$372K – – –
CNC
2265
Citizens & Northern Corp
Pennsylvania
$370K -$68K -152 -16%
NCM
2266
Neumann Capital Management
California
$370K +$6.71K +15 +2%
FANJ
2267
Financial Architects (New Jersey)
New Jersey
$369K -$37.1K -83 -9%
BFS
2268
Bickling Financial Services
Massachusetts
$368K -$17.4K -39 -5%
TW
2269
TrinityPoint Wealth
Connecticut
$368K +$42.5K +95 +13%
AIC
2270
Archer Investment Corporation
Indiana
$368K -$8.95K -20 -2%
SAM
2271
Seelaus Asset Management
New Jersey
$367K – – –
MRCM
2272
M&R Capital Management
New Jersey
$366K +$1.34K +3 +0.4%
FP
2273
Fiduciary Planning
Florida
$364K -$353K -789 -50%
PAM
2274
Private Asset Management
California
$361K +$55.9K +125 +19%
GWAG
2275
Garrett Wealth Advisory Group
Texas
$360K – – –