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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2926
Foguth Wealth Management
Michigan
$842K +$216K +316 +40%
IP
2927
Ignite Planners
California
$841K -$5.46K -8 -0.6%
WIA
2928
Westbourne Investment Advisors
Maryland
$841K -$101K -148 -10%
AFO
2929
Arrowroot Family Office
California
$840K +$8.88K +13 +1%
AF
2930
Arrow Financial
New York
$840K +$13.7K +20 +2%
PIM
2931
Penobscot Investment Management
Massachusetts
$839K -$37.6K -55 -4%
RWM
2932
RMG Wealth Management
Wisconsin
$839K -$161K -236 -17%
DLCIG
2933
D.L. Carlson Investment Group
New Hampshire
$837K -$9.56K -14 -1%
HWM
2934
HRC Wealth Management
Idaho
$833K +$30.7K +45 +4%
MEAC
2935
M.E. Allison & Co
Texas
$833K
FF
2936
Foundry Financial
California
$833K +$871K +1,275 New
O3W
2937
Omni 360 Wealth
New Jersey
$833K -$104K -152 -11%
FFP
2938
FourThought Financial Partners
Florida
$833K -$683 -1 -0.1%
OWA
2939
Opal Wealth Advisors
New York
$832K -$4.62M -6,763 -84%
DFA
2940
DHJJ Financial Advisors
Illinois
$832K -$55.3K -81 -6%
KWM
2941
Kassira Wealth Management
Tennessee
$832K
NWMP
2942
Noble Wealth Management PBC
Colorado
$831K -$13K -19 -1%
WCAMG
2943
Woodard & Company Asset Management Group
North Carolina
$827K +$17.8K +26 +2%
GA
2944
Gordian Advisors
Arizona
$826K +$636K +932 +280%
JTWM
2945
Jackson Thornton Wealth Management
Alabama
$825K
TFGT
2946
TS Financial Group (TSFG)
Illinois
$824K +$9.56K +14 +1%
PS
2947
Pinney & Scofield
Massachusetts
$824K +$86.7K +127 +11%
TFG
2948
Tilson Financial Group
New Jersey
$821K -$167K -245 -16%
SFWC
2949
Strategic Family Wealth Counselors
New Jersey
$817K
HCM
2950
Hillman Capital Management
Maryland
$817K +$156K +228 +22%