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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
2601
William Mack & Associates
Michigan
$864K -$19.5K -33 -2%
WWM
2602
WT Wealth Management
Arizona
$861K +$37.2K +63 +4%
FWA
2603
Flagship Wealth Advisors
Massachusetts
$857K -$85.6K -145 -9%
WAM
2604
Worth Asset Management
Texas
$857K – – –
TFA
2605
Teamwork Financial Advisors
Texas
$855K +$16.5K +28 +2%
LHWM
2606
Lake Hills Wealth Management
Texas
$854K -$471K -797 -34%
RFN
2607
Redwood Financial Network
Ohio
$854K +$76.8K +130 +9%
IWN
2608
Independent Wealth Network
Iowa
$854K -$36K -61 -4%
RTC
2609
Real Talk Capital
Tennessee
$853K -$38.4K -65 -4%
RC
2610
Reik & Co
New York
$852K – – –
MWA
2611
MN Wealth Advisors
Kansas
$851K -$9.45K -16 -1%
Fayez Sarofim & Co
2612
Fayez Sarofim & Co
Texas
$851K +$158K +267 +21%
DFA
2613
DHJJ Financial Advisors
Illinois
$850K -$21.3K -36 -2%
SWM
2614
Seaside Wealth Management
California
$846K +$33.7K +57 +4%
OWP
2615
ORG Wealth Partners
Texas
$845K +$883K +1,496 New
PFA
2616
Pathway Financial Advisors
Vermont
$844K +$121K +205 +16%
AP
2617
Adero Partners
California
$843K +$15.4K +26 +2%
AW
2618
Avion Wealth
Texas
$842K – – –
PFA
2619
Portland Financial Advisors
New York
$842K – – –
SFS
2620
Sharp Financial Services
Pennsylvania
$841K -$520K -880 -37%
PWP
2621
Principle Wealth Partners
Connecticut
$841K – – –
WIA
2622
Westbourne Investment Advisors
Maryland
$838K +$1.18K +2 +0.1%
NA
2623
Navellier & Associates
Nevada
$838K – – –
SP
2624
Sequent Planning
Nebraska
$837K -$79.7K -135 -8%
KW
2625
Keyvantage Wealth
Pennsylvania
$836K +$1.18K +2 +0.1%