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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFP
2676
OLIO Financial Planning
Virginia
$440K – – –
PFG
2677
Pinnacle Financial Group
Illinois
$439K – – –
FA
2678
Fagan Associates
New York
$439K -$21K -40 -5%
PIM
2679
Penobscot Investment Management
Massachusetts
$438K +$69.9K +133 +20%
Invesco
2680
Invesco
Georgia
$437K +$420K +798 New
AC
2681
AIFG Consultants
New York
$437K +$419K +797 New
ECM
2682
Elgethun Capital Management
South Dakota
$436K – – –
SPWG
2683
Syntegra Private Wealth Group
Missouri
$436K +$7.89K +15 +2%
FSA
2684
Financial Sense Advisors
California
$435K +$64.2K +122 +18%
PA
2685
Prism Advisors
California
$434K -$309K -588 -43%
CF
2686
Clarity Financial
Texas
$432K -$795K -1,511 -66%
WW
2687
Westshore Wealth
California
$432K -$7.89K -15 -2%
SWM
2688
SFG Wealth Management
Maryland
$429K +$30.5K +58 +8%
ESBC
2689
E.S. Barr & Co
Kentucky
$427K – – –
QFA
2690
Quantum Financial Advisors
California
$426K – – –
HWMT
2691
Heritage Wealth Management (Texas)
Texas
$426K -$371K -706 -48%
MCP
2692
Mirador Capital Partners
California
$424K -$2.63K -5 -0.6%
JWBC
2693
John W. Brooker & Co
California
$423K +$142K +270 +54%
JWM
2694
JPL Wealth Management
Colorado
$422K -$32.1K -61 -7%
PFA
2695
Petra Financial Advisors
Colorado
$420K +$21.6K +41 +6%
PWH
2696
Priebe Wealth Holdings
Minnesota
$419K -$5.26K -10 -1%
CAM
2697
Columbia Asset Management
Michigan
$419K -$19.5K -37 -5%
WAM
2698
WealthTrust Asset Management
Florida
$418K +$1.05K +2 +0.3%
IAP
2699
Indie Asset Partners
Indiana
$417K +$400K +761 New
RCP
2700
Rothschild Capital Partners
New York
$416K +$175K +332 +77%