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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
2501
Sabal Trust
Florida
$242K – – –
LF
2502
LifeSteps Financial
California
$241K – – –
FWP
2503
Falcon Wealth Planning
California
$240K +$242K +626 New
HHAA
2504
Henry H. Armstrong Associates
Pennsylvania
$240K – – –
AIS
2505
AM Investment Strategies
Tennessee
$240K +$241K +624 New
OFP
2506
OLIO Financial Planning
Virginia
$239K – – –
SPA
2507
Sentinel Pension Advisors
Massachusetts
$239K -$22K -57 -8%
TYCC
2508
Texas Yale Capital Corp
Florida
$238K – – –
MA
2509
Momentum Advisors
New York
$238K – – –
BRA
2510
Biechele Royce Advisors
Indiana
$237K +$386 +1 +0.2%
RWG
2511
Ratio Wealth Group
Colorado
$237K – – –
FWM
2512
FSA Wealth Management
Massachusetts
$235K -$10K -26 -4%
CPC
2513
Consolidated Planning Corp
Georgia
$234K – – –
CF
2514
Copperwynd Financial
Arizona
$234K -$6.95K -18 -3%
POIA
2515
Pin Oak Investment Advisors
Texas
$233K +$97.3K +252 +71%
LS
2516
Leelyn Smith
Illinois
$233K +$74.9K +194 +47%
KA
2517
Kearns & Associates
California
$232K – – –
PCM
2518
Pointe Capital Management
Michigan
$232K -$86.8K -225 -27%
TA
2519
TFG Advisers
Michigan
$231K -$1.54K -4 -0.7%
AG
2520
Advocate Group
Minnesota
$231K – – –
CBOR
2521
Community Bank of Raymore
Missouri
$231K – – –
RSS
2522
Rosenblum Silverman Sutton
California
$230K – – –
G
2523
GenTrust
Florida
$229K +$230K +596 New
TAM
2524
Taurus Asset Management
New York
$227K -$19.3K -50 -8%
NB
2525
NBT Bank
New York
$227K – – –