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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFW
3226
Noble Family Wealth
Florida
$331K – – –
TCTWM
3227
Three Cord True Wealth Management
Pennsylvania
$331K +$62K +108 +25%
SCM
3228
Soros Capital Management
New York
$330K – – –
MCM
3229
McDonough Capital Management
Florida
$330K – – –
SA
3230
Seneschal Advisors
Washington
$329K – – –
KOMWMG
3231
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$328K -$8.04K -14 -3%
SFGP
3232
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$327K -$105K -183 -26%
ASBI
3233
American State Bank (Iowa)
Iowa
$327K +$302K +526 New
PWM
3234
Puff Wealth Management
New Jersey
$325K +$300K +523 New
HAFS
3235
Hapanowicz & Associates Financial Services
Pennsylvania
$323K – – –
BWS
3236
Broadway Wealth Solutions
Texas
$322K +$10.3K +18 +4%
RWA
3237
Rooted Wealth Advisors
Illinois
$321K +$14.4K +25 +5%
TWM
3238
TriaGen Wealth Management
California
$320K -$67.8K -118 -19%
Capital Research Global Investors
3239
Capital Research Global Investors
California
$320K +$297K +518 New
RF
3240
RHS Financial
California
$320K -$2.31M -4,021 -89%
RSS
3241
Rosenblum Silverman Sutton
California
$320K -$37.3K -65 -11%
FLFS
3242
Family Legacy Financial Solutions
North Carolina
$319K +$295K +514 New
CPC
3243
Consolidated Planning Corp
Georgia
$319K -$120K -209 -29%
EC
3244
Eaton-Cambridge
Arizona
$319K – – –
KNFPWM
3245
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$319K +$574 +1 +0.2%
CNC
3246
Citizens & Northern Corp
Pennsylvania
$318K -$15.5K -27 -5%
HHAA
3247
Henry H. Armstrong Associates
Pennsylvania
$318K – – –
OHWA
3248
Oak Hill Wealth Advisors
Virginia
$318K – – –
FH
3249
Financial Harvest
Florida
$318K +$294K +512 New
PHS
3250
Pekin Hardy Strauss
Illinois
$318K +$32.2K +56 +12%