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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCIA
2401
Mountain Capital Investment Advisors
Colorado
$301K -$16.8K -42 -5%
SKK
2402
Shepherd Kaplan Krochuk
Massachusetts
$301K -$129K -321 -31%
PF
2403
Parker Financial
Washington
$301K +$293K +731 New
JWBC
2404
J.W. Burns & Co
New York
$300K
RFM
2405
Royal Fund Management
Florida
$299K -$333K -831 -53%
NAMM
2406
NorthStar Asset Management (Massachusetts)
Massachusetts
$298K -$40.1K -100 -12%
CFFP
2407
Center for Financial Planning
Michigan
$296K
NRWA
2408
North Ridge Wealth Advisors
Oregon
$296K +$289K +721 New
AWM
2409
AllSquare Wealth Management
New York
$296K -$4.01K -10 -1%
TWM
2410
TriaGen Wealth Management
California
$295K +$14.8K +37 +5%
ANBT
2411
American National Bank & Trust
Texas
$295K -$24.5K -61 -8%
CMP
2412
Coston McIsaac & Partners
Maine
$294K -$310K -772 -52%
SF
2413
Safeguard Financial
Wisconsin
$294K -$85.4K -213 -23%
AP
2414
Atwood & Palmer
Missouri
$294K
WOC
2415
West Oak Capital
California
$293K -$30.1K -75 -10%
CAM
2416
Columbia Asset Management
Michigan
$291K
FWM
2417
FSA Wealth Management
Massachusetts
$291K +$38.5K +96 +16%
SMI
2418
Shelter Mutual Insurance
Missouri
$288K
CIA
2419
Caerus Investment Advisors
Texas
$288K
SSWM
2420
Strait & Sound Wealth Management
California
$287K -$2.41K -6 -0.9%
PCM
2421
Pointe Capital Management
Michigan
$287K +$37.7K +94 +16%
RG
2422
Rathbones Group
United Kingdom
$287K
IW
2423
Imprint Wealth
South Carolina
$286K +$278K +694 New
PRWA
2424
Platte River Wealth Advisors
Colorado
$285K -$49.7K -124 -15%
BFIM
2425
Beese Fulmer Investment Management
Ohio
$285K -$8.02K -20 -3%