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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRWA
2551
Long Run Wealth Advisors
New York
$201K +$196K +488 New
NC
2552
NewSquare Capital
Pennsylvania
$199K +$143K +357 +279%
DAC
2553
Dividend Assets Capital
South Carolina
$196K
SGC
2554
Slocum, Gordon & Co
Rhode Island
$195K
MAWCM
2555
Mine & Arao Wealth Creation & Management
California
$190K +$19.2K +48 +12%
SIC
2556
SJS Investment Consulting
Ohio
$189K +$184K +460 New
FCT
2557
Family Capital Trust
Massachusetts
$188K +$20.8K +52 +13%
VCM
2558
Versant Capital Management
Arizona
$185K
MM
2559
Main Management
California
$184K
CCP
2560
Carmel Capital Partners
California
$175K +$170K +425 New
PWM
2561
Provident Wealth Management
Tennessee
$173K -$6.01K -15 -3%
GWANC
2562
Guardian Wealth Advisors (North Carolina)
North Carolina
$172K -$2K -5 -1%
VNIM
2563
Vaughan Nelson Investment Management
Texas
$171K -$16K -40 -9%
SIM
2564
Strategic Investment Management
Virginia
$168K -$42.4M -105,740 -100%
RAM
2565
Riggs Asset Management
Pennsylvania
$165K
HCM
2566
Hillman Capital Management
Maryland
$164K +$1.2K +3 +0.8%
AWM
2567
Aspire Wealth Management
Massachusetts
$146K +$132K +328 +1,215%
CWM
2568
Cedar Wealth Management
California
$145K -$40.9K -102 -22%
Macquarie Group
2569
Macquarie Group
Australia
$144K +$140K +350 New
2L
2570
25 LLC
Missouri
$143K +$138K +344 New
RWM
2571
Ruedi Wealth Management
Illinois
$141K +$137K +342 New
TFA
2572
Transamerica Financial Advisors
Florida
$139K -$6.42K -16 -5%
FCG
2573
Financial Connections Group
California
$136K
DWA
2574
Delos Wealth Advisors
Texas
$136K +$2K +5 +2%
GWSA
2575
Global Wealth Strategies & Associates
Colorado
$136K +$22.9K +57 +21%