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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAA
2601
Global Assets Advisory
Florida
$956K -$219K -381 -20%
AGP
2602
Autumn Glory Partners
Texas
$956K – – –
PMG
2603
ProVise Management Group
Florida
$956K +$79.8K +139 +10%
VCAM
2604
Van Cleef Asset Management
Ohio
$955K -$202K -351 -19%
FWA
2605
Flagship Wealth Advisors
Massachusetts
$955K +$7.46K +13 +0.9%
WAM
2606
Worth Asset Management
Texas
$951K +$3.44K +6 +0.4%
TCM
2607
Towneley Capital Management
California
$950K -$86.1K -150 -9%
WMA
2608
William Mack & Associates
Michigan
$948K -$6.32K -11 -0.7%
IFS
2609
Ifrah Financial Services
Arkansas
$947K -$26.4K -46 -3%
KAM
2610
Karani Asset Management
New York
$946K -$230K -400 -21%
SCM
2611
Seascape Capital Management
New Hampshire
$946K -$176K -306 -17%
RTC
2612
Real Talk Capital
Tennessee
$944K +$1.15K +2 +0.1%
WAOTB
2613
Wealth Advisors of Tampa Bay
Florida
$944K -$72.3K -126 -8%
LHWM
2614
Lake Hills Wealth Management
Texas
$944K – – –
MMPW
2615
Mitchell McLeod Pugh & Williams
Alabama
$942K -$27.6K -48 -3%
RC
2616
Reik & Co
New York
$941K – – –
GCM
2617
GKV Capital Management
California
$940K +$695K +1,210 +398%
FEM
2618
Fulcrum Equity Management
Texas
$939K +$868K +1,512 New
IWA
2619
Invera Wealth Advisors
Oregon
$939K -$1.19M -2,067 -58%
WIM
2620
Warwick Investment Management
Texas
$938K +$373K +649 +75%
CCM
2621
Charter Capital Management
Wisconsin
$935K +$865K +1,507 New
PFA
2622
Pathway Financial Advisors
Vermont
$932K – – –
PFA
2623
Portland Financial Advisors
New York
$930K – – –
MPIA
2624
Milestones Private Investment Advisors
New York
$930K +$860K +1,498 New
KWA
2625
Kondo Wealth Advisors
California
$930K +$165K +288 +24%