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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
2576
SMART Wealth
Nebraska
$522K +$154K +292 +44%
HHAA
2577
Henry H. Armstrong Associates
Pennsylvania
$521K +$195K +371 +64%
T
2578
Tidemark
California
$519K -$140K -266 -22%
LRPA
2579
L. Roy Papp & Associates
Arizona
$517K -$7.36K -14 -1%
IIA
2580
Integral Investment Advisors
California
$516K +$37.9K +72 +8%
RSWA
2581
Robinson Smith Wealth Advisors
Maine
$515K +$262K +499 +113%
USWIA
2582
UP Strategic Wealth Investment Advisors
Pennsylvania
$515K -$27.9K -53 -5%
TWM
2583
Tanager Wealth Management
United Kingdom
$514K – – –
WCM
2584
Whitener Capital Management
North Carolina
$513K -$36.8K -70 -7%
MCIA
2585
Mountain Capital Investment Advisors
Colorado
$512K +$20.5K +39 +4%
MSWM
2586
Mowery & Schoenfeld Wealth Management
Illinois
$512K – – –
CRWM
2587
Castle Rock Wealth Management
California
$511K – – –
NIM
2588
Nicollet Investment Management
Minnesota
$510K +$6.84K +13 +1%
PWG
2589
Private Wealth Group
Florida
$509K -$678K -1,290 -58%
MSFP
2590
Mark Sheptoff Financial Planning
Connecticut
$508K +$190K +361 +64%
HWMO
2591
Heritage Wealth Management (Ohio)
Ohio
$508K +$479K +910 New
MAWCM
2592
Mine & Arao Wealth Creation & Management
California
$507K +$15.2K +29 +3%
BFS
2593
Beacon Financial Strategies
North Carolina
$506K – – –
RCM
2594
Richardson Capital Management
Wisconsin
$506K -$88.3K -168 -15%
SI
2595
Stonekeep Investments
New Mexico
$506K +$486K +924 New
GWA
2596
GGM Wealth Advisors
Maryland
$505K +$25.2K +48 +5%
SFS
2597
Security Financial Services
Indiana
$502K -$818K -1,555 -63%
IPA
2598
Investment Planning Advisors
Georgia
$501K +$482K +916 New
FSG
2599
Financial Strategies Group
Michigan
$501K +$526 +1 +0.1%
MP
2600
McDonald Partners
Ohio
$500K -$526 -1 -0.1%