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iShares Silver Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
601
Cutler Investment Counsel
Oregon
$342K – – –
BWL
602
Bogart Wealth LLC
Virginia
$340K – – –
WEG
603
World Equity Group
Illinois
$339K +$317K +10,926 New
PAMG
604
Patton Albertson Miller Group
Tennessee
$338K – – –
GWA
605
GGM Wealth Advisors
Maryland
$337K -$51.6K -1,775 -14%
MSAM
606
Moloney Securities Asset Management
Missouri
$335K -$66.1K -2,275 -17%
AWM
607
Activest Wealth Management
Florida
$334K – – –
Betterment LLC
608
Betterment LLC
New York
$333K +$5.4K +186 +2%
CAAS
609
Capital Asset Advisory Services
Michigan
$333K -$1.4M -48,113 -82%
VA
610
VestGen Advisors
Illinois
$332K +$312K +10,727 New
FTWA
611
Fifth Third Wealth Advisors
Ohio
$332K +$10.2K +350 +3%
HI
612
Human Investing
Oregon
$330K – – –
DI
613
DAGCO Inc
Ohio
$329K – – –
SWM
614
Segment Wealth Management
Texas
$328K – – –
SIMG
615
Sonora Investment Management Group
Arizona
$328K – – –
BHBT
616
Burke & Herbert Bank & Trust
Virginia
$328K +$5.52K +190 +2%
SW
617
SlateStone Wealth
Florida
$327K +$307K +10,560 New
CPA
618
Cardiff Park Advisors
California
$325K +$58.1K +2,000 +24%
RWA
619
Redhawk Wealth Advisors
Minnesota
$325K +$58.5K +2,014 +24%
TFS
620
Thoroughbred Financial Services
Tennessee
$324K +$62.4K +2,147 +26%
WFA
621
WMG Financial Advisors
Tennessee
$324K +$24.1K +831 +9%
NFG
622
Norris Financial Group
South Carolina
$324K -$1.35M -46,325 -82%
DWM
623
Denver Wealth Management
Colorado
$323K – – –
SC
624
Schulhoff & Co
Ohio
$322K +$13.1K +450 +5%
FBFS
625
First Business Financial Services
Wisconsin
$322K +$302K +10,400 New