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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
2601
Teamwork Financial Advisors
Texas
$855K +$16.5K +28 +2%
LHWM
2602
Lake Hills Wealth Management
Texas
$854K -$471K -797 -34%
RFN
2603
Redwood Financial Network
Ohio
$854K +$76.8K +130 +9%
IWN
2604
Independent Wealth Network
Iowa
$854K -$36K -61 -4%
RTC
2605
Real Talk Capital
Tennessee
$853K -$38.4K -65 -4%
RC
2606
Reik & Co
New York
$852K
MWA
2607
MN Wealth Advisors
Kansas
$851K -$9.45K -16 -1%
Fayez Sarofim & Co
2608
Fayez Sarofim & Co
Texas
$851K +$158K +267 +21%
DFA
2609
DHJJ Financial Advisors
Illinois
$850K -$21.3K -36 -2%
SWM
2610
Seaside Wealth Management
California
$846K +$33.7K +57 +4%
OWP
2611
ORG Wealth Partners
Texas
$845K +$883K +1,496 New
PFA
2612
Pathway Financial Advisors
Vermont
$844K +$121K +205 +16%
AP
2613
Adero Partners
California
$843K +$15.4K +26 +2%
AW
2614
Avion Wealth
Texas
$842K
PFA
2615
Portland Financial Advisors
New York
$842K
SFS
2616
Sharp Financial Services
Pennsylvania
$841K -$520K -880 -37%
PWP
2617
Principle Wealth Partners
Connecticut
$841K
WIA
2618
Westbourne Investment Advisors
Maryland
$838K +$1.18K +2 +0.1%
NA
2619
Navellier & Associates
Nevada
$838K
SP
2620
Sequent Planning
Nebraska
$837K -$79.7K -135 -8%
KW
2621
Keyvantage Wealth
Pennsylvania
$836K +$1.18K +2 +0.1%
MWM
2622
Meritas Wealth Management
California
$836K -$4.72K -8 -0.5%
FFG
2623
Frisch Financial Group
New York
$835K +$102K +173 +13%
SL
2624
Summitry LLC
California
$834K -$84.4K -143 -9%
SRCM
2625
Signature Resources Capital Management
California
$831K +$31.9K +54 +4%