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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
2801
ShoreHaven Wealth Partners
New Jersey
$253K +$237K +530 New
DSC
2802
Duncker Streett & Co
Missouri
$252K – – –
OHWA
2803
Oak Hill Wealth Advisors
Virginia
$251K – – –
HHAA
2804
Henry H. Armstrong Associates
Pennsylvania
$251K – – –
BWP
2805
Barlow Wealth Partners
Kentucky
$251K +$235K +525 New
WIP
2806
WealthCare Investment Partners
Rhode Island
$250K -$895 -2 -0.4%
LSIA
2807
LaSalle St. Investment Advisors
Illinois
$250K -$788K -1,761 -77%
PFA
2808
Professional Financial Advisors
Nebraska
$250K – – –
EC
2809
Eaton-Cambridge
Arizona
$250K +$234K +523 New
Capital International Investors
2810
Capital International Investors
California
$249K +$233K +521 New
RCA
2811
Riverview Capital Advisers
Massachusetts
$249K – – –
EFP
2812
EnRich Financial Partners
Wisconsin
$246K +$230K +514 New
HHWM
2813
Hiley Hunt Wealth Management
Nebraska
$245K +$230K +513 New
APW
2814
Axim Planning & Wealth
Ohio
$245K +$230K +513 New
UAG
2815
United Advisor Group
Ohio
$245K +$227K +508 New
RWB
2816
RMR Wealth Builders
New Jersey
$244K +$229K +511 New
HIS
2817
Horizon Investment Services
Indiana
$244K +$4.48K +10 +2%
CPA
2818
Clear Point Advisors
New York
$243K +$228K +509 New
TIM
2819
Tevis Investment Management
Texas
$243K -$88.6K -198 -28%
AWP
2820
Avid Wealth Partners
Texas
$243K +$228K +509 New
BCM
2821
Buckhead Capital Management
Georgia
$243K – – –
TWM
2822
TMD Wealth Management
Arizona
$241K +$226K +505 New
HFM
2823
Hartford Funds Management
Pennsylvania
$241K +$226K +504 New
VAM
2824
Vienna Asset Management
California
$240K +$226K +506 New
SBIA
2825
Sheaff Brock Investment Advisors
Indiana
$240K +$225K +503 New