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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
2376
Advocate Group
Minnesota
$227K +$247K +600 New
SPA
2377
Sentinel Pension Advisors
Massachusetts
$226K -$1.07M -2,607 -81%
FWA
2378
FSC Wealth Advisors
New York
$226K -$4.53K -11 -2%
OCPWS
2379
One Charles Private Wealth Services
Massachusetts
$225K
NB
2380
NBT Bank
New York
$224K
SCM
2381
Stonehearth Capital Management
Massachusetts
$224K +$28.4K +69 +14%
THWM
2382
Taylor Hoffman Wealth Management
Virginia
$224K +$241K +586 New
ACM
2383
Ategra Capital Management
Virginia
$224K
MRWM
2384
ML&R Wealth Management
Texas
$223K -$167K -405 -41%
BRA
2385
Biechele Royce Advisors
Indiana
$223K -$109K -265 -31%
AHB
2386
Abner Herrman & Brock
New Jersey
$222K -$69.1K -168 -22%
OFG
2387
Orcam Financial Group
California
$218K
HBT
2388
Hills Bank & Trust
Iowa
$216K +$47.3K +115 +25%
HT
2389
HighTower Trust
Texas
$215K -$2.76M -6,716 -78%
I
2390
IMPACTfolio
Colorado
$215K
FBA
2391
Front Barnett Associates
Illinois
$213K
PCMM
2392
Piedmont Capital Management (Montana)
Montana
$212K -$110K -268 -32%
GWA
2393
GGM Wealth Advisors
Maryland
$212K -$27.1K -66 -11%
LG
2394
LaFleur & Godfrey
Michigan
$212K
PA
2395
Probity Advisors
Texas
$209K +$411 +1 +0.2%
RCG
2396
Regatta Capital Group
California
$209K +$2.06K +5 +0.9%
SCM
2397
Sterneck Capital Management
Missouri
$208K
UCI
2398
Uncommon Cents Investing
Wisconsin
$208K
WWA
2399
WC Walker & Associates
California
$208K +$2.88K +7 +1%
NCM
2400
Northwest Capital Management
Oregon
$208K +$27.1K +66 +14%