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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WH
2926
Willner & Heller
California
$569K +$14.9K +26 +3%
HCMG
2927
Howard Capital Management Group
California
$568K +$37.9K +66 +8%
HC
2928
Hurley Capital
New York
$568K +$185K +322 +54%
MPCG
2929
Matrix Private Capital Group
New York
$568K -$51.1K -89 -9%
HWMO
2930
Heritage Wealth Management (Ohio)
Ohio
$567K +$23K +40 +5%
EA
2931
Eclectic Associates
California
$567K – – –
MSFP
2932
Mark Sheptoff Financial Planning
Connecticut
$566K -$2.87K -5 -0.5%
QFA
2933
Quattro Financial Advisors
Texas
$565K +$280K +487 +115%
JWM
2934
Jacksonville Wealth Management
Florida
$564K – – –
KF
2935
KKM Financial
Illinois
$564K – – –
AGA
2936
Arkos Global Advisors
Texas
$563K -$8.04K -14 -2%
CRWM
2937
Castle Rock Wealth Management
California
$562K – – –
LCM
2938
LVM Capital Management
Michigan
$561K – – –
NCM
2939
Noesis Capital Mangement
Florida
$561K +$79.8K +139 +18%
JAA
2940
Joel Adams & Associates
North Carolina
$560K -$45.4K -79 -8%
CCA
2941
Cravens & Co Advisors
Tennessee
$559K – – –
MAWCM
2942
Mine & Arao Wealth Creation & Management
California
$559K -$15.5K -27 -3%
BB
2943
Bell Bank
North Dakota
$555K -$21.8K -38 -4%
EB
2944
Exchange Bank
California
$554K +$32.7K +57 +7%
LJHT
2945
Laurie J. Hall Trustee
$554K – – –
LWM
2946
Lodestone Wealth Management
Washington
$552K +$1.15K +2 +0.2%
VPWA
2947
Vestia Personal Wealth Advisors
Indiana
$552K -$9.19K -16 -2%
KV
2948
Kickstand Ventures
New York
$551K -$574 -1 -0.1%
HBW
2949
Hazlett, Burt & Watson
West Virginia
$550K -$95.9K -167 -16%
PIP
2950
Peachtree Investment Partners
Florida
$548K -$488K -850 -49%