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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCG
3051
Fielder Capital Group
Tennessee
$399K – – –
JWM
3052
JPL Wealth Management
Colorado
$399K -$29.5K -50 -7%
KFS
3053
Kurt F. Somerville
$398K – – –
SFGP
3054
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$398K +$80.3K +136 +24%
VW
3055
Veridan Wealth
Oregon
$398K +$591 +1 +0.1%
W
3056
WorthPointe
California
$397K – – –
FF
3057
Farrell Financial
New York
$397K -$84.4K -143 -17%
SF
3058
Strategent Financial
Virginia
$397K – – –
PW
3059
Paladin Wealth
Minnesota
$395K +$415K +703 New
EPAM
3060
Evelyn Partners Asset Management
$394K – – –
FFA
3061
Fortune Financial Advisors
Kansas
$393K +$49.6K +84 +14%
FCM
3062
Fogel Capital Management
Florida
$392K +$8.27K +14 +2%
KCM
3063
Kathmere Capital Management
Pennsylvania
$391K -$2.95K -5 -0.7%
Legacy Financial Group (Iowa)
3064
Legacy Financial Group (Iowa)
Iowa
$391K – – –
PAWA
3065
Palo Alto Wealth Advisors
California
$391K -$25.4K -43 -6%
CPWM
3066
Cypress Point Wealth Management
Texas
$390K – – –
IWP
3067
Insight Wealth Partners
Texas
$390K – – –
ACM
3068
Alpha Capital Management
Texas
$390K -$3.54K -6 -0.9%
EFP
3069
Elser Financial Planning
Indiana
$388K +$188K +318 +85%
ESBC
3070
E.S. Barr & Co
Kentucky
$388K -$178K -302 -30%
CSA
3071
Cornerstone Select Advisors
Missouri
$388K – – –
CFSG
3072
Clark Financial Services Group
Missouri
$386K -$156K -264 -28%
MSS
3073
Mitchell Sinkler & Starr
Pennsylvania
$385K – – –
NCM
3074
Neumann Capital Management
California
$385K – – –
NG
3075
NWK Group
California
$385K – – –