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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
2276
Confluence Investment Management
Missouri
$436K +$438K +1,134 New
TPA
2277
Trivium Point Advisory
Connecticut
$435K +$386 +1 +0.1%
LK
2278
Lumbard & Kellner
New Hampshire
$435K +$67.1K +174 +18%
LJAC
2279
L.J. Altfest & Co
New York
$434K -$81K -210 -16%
LWMT
2280
Legacy Wealth Management (Tennessee)
Tennessee
$433K -$57.5K -149 -12%
ML
2281
Mayport LLC
Massachusetts
$433K +$76K +197 +21%
BWM
2282
BNC Wealth Management
Oregon
$428K – – –
WMS
2283
Wealth Management Solutions
Pennsylvania
$428K +$772 +2 +0.2%
AO
2284
Advisor OS
Illinois
$427K +$22.8K +59 +6%
BCMO
2285
Buckingham Capital Management (Ohio)
Ohio
$424K – – –
TCMP
2286
Thrive Capital Management (Pennsylvania)
Pennsylvania
$423K -$340K -880 -44%
SWK
2287
Stephen W. Kidder
$423K – – –
BMD
2288
Better Money Decisions
New Mexico
$420K -$115K -298 -21%
LMKC
2289
L.M. Kohn & Company
Ohio
$419K – – –
LG
2290
Lane Generational
Massachusetts
$417K +$419K +1,086 New
LRPA
2291
L. Roy Papp & Associates
Arizona
$417K +$386 +1 +0.1%
FSA
2292
Financial Sense Advisors
California
$416K +$19.7K +51 +5%
LIG
2293
Lokken Investment Group
Delaware
$415K +$38.6K +100 +10%
HDIM
2294
Hanson & Doremus Investment Management
Vermont
$415K -$19.7K -51 -5%
RB
2295
Richmond Brothers
Michigan
$413K -$16.6K -43 -4%
SM
2296
Sensible Money
Arizona
$408K +$410K +1,063 New
PFA
2297
Pathway Financial Advisors
Vermont
$408K – – –
ICM
2298
Intrepid Capital Management
Florida
$408K -$17.8K -46 -4%
Fayez Sarofim & Co
2299
Fayez Sarofim & Co
Texas
$407K -$1.26M -3,257 -75%
UWM
2300
USAdvisors Wealth Management
Minnesota
$406K +$44.8K +116 +12%