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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VW
3051
Veridan Wealth
Oregon
$398K +$591 +1 +0.1%
W
3052
WorthPointe
California
$397K
FF
3053
Farrell Financial
New York
$397K -$84.4K -143 -17%
SF
3054
Strategent Financial
Virginia
$397K
PW
3055
Paladin Wealth
Minnesota
$395K +$415K +703 New
EPAM
3056
Evelyn Partners Asset Management
$394K
FFA
3057
Fortune Financial Advisors
Kansas
$393K +$49.6K +84 +14%
FCM
3058
Fogel Capital Management
Florida
$392K +$8.27K +14 +2%
KCM
3059
Kathmere Capital Management
Pennsylvania
$391K -$2.95K -5 -0.7%
Legacy Financial Group (Iowa)
3060
Legacy Financial Group (Iowa)
Iowa
$391K
PAWA
3061
Palo Alto Wealth Advisors
California
$391K -$25.4K -43 -6%
CPWM
3062
Cypress Point Wealth Management
Texas
$390K
IWP
3063
Insight Wealth Partners
Texas
$390K
ACM
3064
Alpha Capital Management
Texas
$390K -$3.54K -6 -0.9%
EFP
3065
Elser Financial Planning
Indiana
$388K +$188K +318 +85%
ESBC
3066
E.S. Barr & Co
Kentucky
$388K -$178K -302 -30%
CSA
3067
Cornerstone Select Advisors
Missouri
$388K
CFSG
3068
Clark Financial Services Group
Missouri
$386K -$156K -264 -28%
MSS
3069
Mitchell Sinkler & Starr
Pennsylvania
$385K
NCM
3070
Neumann Capital Management
California
$385K
NG
3071
NWK Group
California
$385K
HFA
3072
Highland Financial Advisors
New Jersey
$384K
RMCM
3073
Reynders McVeigh Capital Management
Massachusetts
$384K +$11.2K +19 +3%
AP
3074
Americana Partners
Texas
$384K +$27.8K +47 +7%
WAG
3075
Wiser Advisor Group
Arizona
$383K -$23K -39 -5%