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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCP
3051
Rothschild Capital Partners
New York
$440K -$8.88K -15 -2%
BW
3052
Basepoint Wealth
Iowa
$440K -$65.7K -111 -13%
WS
3053
Wela Strategies
Georgia
$439K -$31.5M -53,183 -56%
CPG
3054
Cornerstone Planning Group
New Jersey
$439K -$43.2K -73 -9%
MIP
3055
Marietta Investment Partners
Wisconsin
$439K
RW
3056
RVW Wealth
California
$437K -$46.8K -79 -10%
BC
3057
Brio Consultants
California
$436K +$5.92K +10 +1%
BBI
3058
Baxter Bros Inc
Connecticut
$436K
FWM
3059
Finer Wealth Management
Massachusetts
$436K -$49.1K -83 -10%
CW
3060
Channel Wealth
California
$434K +$18.9K +32 +5%
GCWM
3061
Guided Capital Wealth Management
Texas
$433K +$436K +736 New
TWM
3062
Trevian Wealth Management
Massachusetts
$432K -$4.14K -7 -0.9%
CJ
3063
Caitlin John
Michigan
$431K +$52.1K +88 +14%
DW30
3064
Drucker Wealth 3.0
New Jersey
$430K -$179K -302 -29%
AHC
3065
Adell Harriman & Carpenter
Texas
$430K
RIS
3066
Richmond Investment Services
Wisconsin
$428K +$430K +727 New
CPC
3067
Consolidated Planning Corp
Georgia
$426K -$162K -273 -27%
VW
3068
Veridan Wealth
Oregon
$425K +$419K +708 New
HWM
3069
Hassell Wealth Management
Louisiana
$425K
CFAM
3070
Center For Asset Management
Florida
$425K -$186K -314 -30%
WAG
3071
Wiser Advisor Group
Arizona
$424K +$12.4K +21 +3%
EA
3072
Ellsworth Advisors
Ohio
$424K +$20.7K +35 +5%
RFM
3073
Royal Fund Management
Florida
$424K -$429K -724 -50%
CMP
3074
Coston McIsaac & Partners
Maine
$422K
MWM
3075
Manske Wealth Management
Texas
$421K +$424K +716 New