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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPA
2676
Investment Planning Advisors
Georgia
$501K
FCT
2677
Family Capital Trust
Massachusetts
$501K
JWBC
2678
John W. Brooker & Co
California
$501K +$52.8K +95 +12%
CFFP
2679
Center for Financial Planning
Michigan
$500K
PWS
2680
Proactive Wealth Strategies
Georgia
$499K +$482K +866 New
SCM
2681
Sollinda Capital Management
Florida
$498K
SIC
2682
SJS Investment Consulting
Ohio
$497K
SHFA
2683
SS&H Financial Advisors
Michigan
$495K +$70.1K +126 +17%
BW
2684
Basepoint Wealth
Iowa
$495K -$14.5K -26 -3%
CNBT
2685
Cornerstone National Bank & Trust
Illinois
$494K
TSW
2686
Thompson Siegel & Walmsley
Virginia
$494K +$476K +856 New
LFA
2687
Longview Financial Advisors
Alabama
$492K -$60.6K -109 -11%
SFS
2688
Security Financial Services
Indiana
$491K -$37.3K -67 -7%
MGI
2689
MayTech Global Investments
New York
$490K -$123K -222 -21%
IPW
2690
Inlet Private Wealth
Florida
$490K -$29.5K -53 -6%
GC
2691
Guidance Capital
Kentucky
$489K -$6.12K -11 -1%
FPGT
2692
Financial Partners Group (Tennessee)
Tennessee
$489K +$2.22K +4 +0.5%
Capital International Investors
2693
Capital International Investors
California
$489K +$473K +851 New
EWA
2694
Evolution Wealth Advisors
Florida
$489K +$471K +847 New
AIS
2695
AM Investment Strategies
Tennessee
$487K +$101K +181 +27%
POIA
2696
Pin Oak Investment Advisors
Texas
$486K
CNTOF
2697
Canandaigua National Trust of Florida
New York
$485K +$467K +840 New
KAM
2698
Kraft Asset Management
Tennessee
$484K
KWM
2699
Kolinsky Wealth Management
New Jersey
$484K -$492K -885 -51%
PMG
2700
Private Management Group
California
$483K -$67.8K -122 -13%