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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
2576
Northwest Wealth Management
Iowa
$898K -$605K -1,024 -39%
MHIC
2577
Marble Harbor Investment Counsel
Massachusetts
$897K -$29.5K -50 -3%
1WA
2578
180 Wealth Advisors
Washington
$895K -$17.7K -30 -2%
GI
2579
GLOBALT Investments
Georgia
$890K -$55.5K -94 -6%
I
2580
InvesTrust
Oklahoma
$889K -$33.7K -57 -3%
DI
2581
DDFG Inc
California
$888K +$57.3K +97 +7%
PS
2582
Planned Solutions
California
$887K +$56.7K +96 +6%
LMKC
2583
L.M. Kohn & Company
Ohio
$883K +$66.7K +113 +8%
IFS
2584
Ifrah Financial Services
Arkansas
$883K -$26K -44 -3%
MMPW
2585
Mitchell McLeod Pugh & Williams
Alabama
$879K +$3.54K +6 +0.4%
Union Bancaire Privee
2586
Union Bancaire Privee
Switzerland
$879K -$1.08M -1,833 -51%
PS
2587
Portfolio Strategies
New York
$878K -$40.7K -69 -4%
IFO
2588
Independent Family Office
New York
$878K +$76.2K +129 +9%
PA
2589
Paragon Advisors
Texas
$878K +$131K +222 +17%
TWM
2590
Tanager Wealth Management
United Kingdom
$878K +$368K +624 +66%
SIAG
2591
Safeguard Investment Advisory Group
California
$878K +$265K +448 +40%
MWA
2592
Muirfield Wealth Advisors
North Carolina
$878K -$279K -473 -23%
CCG
2593
Ceeto Capital Group
Florida
$874K – – –
RAM
2594
Ramirez Asset Management
New York
$874K – – –
WFA
2595
Wade Financial Advisory
California
$872K – – –
RCM
2596
RMR Capital Management
California
$872K -$51.4K -87 -5%
O3W
2597
Omni 360 Wealth
New Jersey
$869K -$229K -387 -20%
CC
2598
Commons Capital
Massachusetts
$867K +$145K +245 +19%
AGP
2599
Autumn Glory Partners
Texas
$865K – – –
SDWIA
2600
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$865K +$52K +88 +6%