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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EI
2326
Ellevest Inc
New York
$2.23M +$105K +154 +5%
BT
2327
Brandywine Trust
Delaware
$2.23M – – –
Fiduciary Management Inc
2328
Fiduciary Management Inc
Wisconsin
$2.22M +$1.68M +2,480 +324%
CP
2329
Clarendon Private
Massachusetts
$2.22M +$938K +1,381 +74%
TFA
2330
Toth Financial Advisory
Virginia
$2.22M +$53.6K +79 +2%
SCA
2331
Scott Capital Advisors
Oregon
$2.22M +$6.79K +10 +0.3%
GAM
2332
Griffin Asset Management
New York
$2.21M -$61.8K -91 -3%
APW
2333
Atlantic Private Wealth
North Carolina
$2.2M -$109K -160 -5%
S
2334
Sachetta
Massachusetts
$2.2M -$901K -1,327 -29%
PA
2335
PSI Advisors
Florida
$2.2M +$49.6K +73 +2%
Boston Trust Walden
2336
Boston Trust Walden
Massachusetts
$2.2M – – –
WRPWM
2337
Werba Rubin Papier Wealth Management
California
$2.19M -$123K -181 -5%
EWM
2338
Evolution Wealth Management
Florida
$2.19M +$373K +549 +21%
ISB
2339
Iowa State Bank
Iowa
$2.19M – – –
IP
2340
Integras Partners
Georgia
$2.19M -$53K -78 -2%
JMFC
2341
J.M. Forbes & Co
Massachusetts
$2.19M +$48.9K +72 +2%
FVCM
2342
F&V Capital Management
Florida
$2.19M – – –
Bragg Financial Advisors
2343
Bragg Financial Advisors
North Carolina
$2.18M -$21.1K -31 -1%
CWM
2344
Castle Wealth Management
Florida
$2.18M -$40.7K -60 -2%
SEP
2345
Signature Equity Partners
Ohio
$2.18M +$2.16M +3,175 New
JIR
2346
James Investment Research
Ohio
$2.17M -$102K -150 -5%
CFO
2347
Collective Family Office
Pennsylvania
$2.17M -$234K -344 -10%
RPWA
2348
Regent Peak Wealth Advisors
Georgia
$2.16M -$124K -182 -5%
Lazard Frères Gestion
2349
Lazard Frères Gestion
France
$2.16M – – –
T
2350
Tableaux
Massachusetts
$2.15M -$2.18M -3,206 -50%