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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
2826
Florida Financial Advisors
Florida
$983K +$172K +252 +20%
PCI
2827
Planning Center Inc
Illinois
$980K -$195K -286 -16%
AW
2828
Avion Wealth
Texas
$980K -$115K -168 -10%
AAS
2829
Asset Allocation Strategies
Michigan
$980K -$239K -350 -19%
RCM
2830
RMR Capital Management
California
$979K -$36.2K -53 -3%
KWA
2831
Kondo Wealth Advisors
California
$977K – – –
TCM
2832
Towneley Capital Management
California
$976K +$2.05K +3 +0.2%
SA
2833
Skyline Advisors
Washington
$976K -$683 -1 -0.1%
PIP
2834
Peachtree Investment Partners
Florida
$974K +$242K +354 +31%
PS
2835
Portfolio Strategies
New York
$970K -$5.46K -8 -0.5%
NIM
2836
Nicollet Investment Management
Minnesota
$970K – – –
CWMGP
2837
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$968K +$1.37K +2 +0.1%
NA
2838
Navellier & Associates
Nevada
$967K -$10.9K -16 -1%
LI
2839
LifeWealth Investments
Florida
$966K -$380K -556 -27%
SIG
2840
Sky Investment Group
Connecticut
$965K – – –
MWA
2841
Muirfield Wealth Advisors
North Carolina
$963K +$88.8K +130 +10%
PAM
2842
PVG Asset Management
Colorado
$962K -$22.5K -33 -3%
MWA
2843
MN Wealth Advisors
Kansas
$962K -$417K -611 -29%
TA
2844
TrueWealth Advisors
Alabama
$962K +$72.4K +106 +8%
MMPW
2845
Mitchell McLeod Pugh & Williams
Alabama
$960K -$12.3K -18 -1%
PFA
2846
Pathway Financial Advisors
Vermont
$959K -$31.4K -46 -3%
CCM
2847
Colorado Capital Management
Colorado
$958K – – –
WWM
2848
WT Wealth Management
Arizona
$957K – – –
FWA
2849
Flagship Wealth Advisors
Massachusetts
$955K +$4.78K +7 +0.5%
GLOBALT Investments
2850
GLOBALT Investments
Georgia
$954K -$32.8K -48 -3%