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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAMM
3101
NorthStar Asset Management (Massachusetts)
Massachusetts
$410K – – –
Legacy Financial Group (Iowa)
3102
Legacy Financial Group (Iowa)
Iowa
$409K +$411K +695 New
KWM
3103
Kiker Wealth Management
Georgia
$409K +$411K +695 New
CPWM
3104
Cypress Point Wealth Management
Texas
$409K – – –
IWP
3105
Insight Wealth Partners
Texas
$409K – – –
DK
3106
David Kennon
Florida
$408K – – –
EGA
3107
Eagle Global Advisors
Texas
$407K +$71K +120 +21%
CSA
3108
Cornerstone Select Advisors
Missouri
$406K +$408K +690 New
NPAN
3109
Northeast Planning Associates NH
New Hampshire
$406K +$408K +690 New
AGP
3110
Aspire Growth Partners
Florida
$404K +$407K +687 New
MSS
3111
Mitchell Sinkler & Starr
Pennsylvania
$404K – – –
WA
3112
Wambolt & Associates
Colorado
$404K -$140K -236 -26%
NCM
3113
Neumann Capital Management
California
$403K – – –
NG
3114
NWK Group
California
$403K – – –
SFG
3115
Synergy Financial Group
California
$403K +$30.2K +51 +8%
HFA
3116
Highland Financial Advisors
New Jersey
$403K +$74K +125 +22%
FCM
3117
Fogel Capital Management
Florida
$402K +$10.1K +17 +3%
LIA
3118
Lynx Investment Advisory
District of Columbia
$401K +$4.74K +8 +1%
CPA
3119
Compass Planning Associates
Massachusetts
$401K +$403K +681 New
RIP
3120
Reliant Investment Partners
North Carolina
$400K +$402K +679 New
DB
3121
Dravo Bay
Delaware
$398K +$400K +676 New
CHC
3122
City Holding Co
West Virginia
$398K -$16K -27 -4%
BCA
3123
Ballentine Capital Advisors
South Carolina
$397K -$1.78K -3 -0.4%
SRA
3124
Secured Retirement Advisors
Minnesota
$395K – – –
DFA
3125
Delta Financial Advisors
Louisiana
$393K -$202K -341 -34%