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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
2401
Private Management Group
California
$307K +$16.4K +41 +6%
Fayez Sarofim & Co
2402
Fayez Sarofim & Co
Texas
$301K -$131K -327 -31%
SHFA
2403
SS&H Financial Advisors
Michigan
$301K +$293K +732 New
MCIA
2404
Mountain Capital Investment Advisors
Colorado
$301K -$16.8K -42 -5%
SKK
2405
Shepherd Kaplan Krochuk
Massachusetts
$301K -$129K -321 -31%
PF
2406
Parker Financial
Washington
$301K +$293K +731 New
JWBC
2407
J.W. Burns & Co
New York
$300K – – –
RFM
2408
Royal Fund Management
Florida
$299K -$333K -831 -53%
NAMM
2409
NorthStar Asset Management (Massachusetts)
Massachusetts
$298K -$40.1K -100 -12%
CFFP
2410
Center for Financial Planning
Michigan
$296K – – –
NRWA
2411
North Ridge Wealth Advisors
Oregon
$296K +$289K +721 New
AWM
2412
AllSquare Wealth Management
New York
$296K -$4.01K -10 -1%
TWM
2413
TriaGen Wealth Management
California
$295K +$14.8K +37 +5%
ANBT
2414
American National Bank & Trust
Texas
$295K -$24.5K -61 -8%
CMP
2415
Coston McIsaac & Partners
Maine
$294K -$310K -772 -52%
SF
2416
Safeguard Financial
Wisconsin
$294K -$85.4K -213 -23%
AP
2417
Atwood & Palmer
Missouri
$294K – – –
WOC
2418
West Oak Capital
California
$293K -$30.1K -75 -10%
CAM
2419
Columbia Asset Management
Michigan
$291K – – –
FWM
2420
FSA Wealth Management
Massachusetts
$291K +$38.5K +96 +16%
SMI
2421
Shelter Mutual Insurance
Missouri
$288K – – –
CIA
2422
Caerus Investment Advisors
Texas
$288K – – –
SSWM
2423
Strait & Sound Wealth Management
California
$287K -$2.41K -6 -0.9%
PCM
2424
Pointe Capital Management
Michigan
$287K +$37.7K +94 +16%
RG
2425
Rathbones Group
United Kingdom
$287K – – –