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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
3251
Longview Financial Advisors
Alabama
$524K -$683 -1 -0.1%
RWB
3252
RMR Wealth Builders
New Jersey
$524K +$15K +22 +3%
PCM
3253
Pointe Capital Management
Michigan
$524K – – –
Boston Partners
3254
Boston Partners
Massachusetts
$523K +$547K +801 New
MCFP
3255
Mallini Complete Financial Planning
Florida
$523K – – –
IAG
3256
Ipsen Advisor Group
Arkansas
$522K -$20.5K -30 -4%
FLFS
3257
Family Legacy Financial Solutions
North Carolina
$521K – – –
HF
3258
Holcombe Financial
Georgia
$521K -$35.5K -52 -6%
CFG
3259
Compass Financial Group
Ohio
$521K – – –
APA
3260
Astoria Portfolio Advisors
New York
$518K +$109K +159 +28%
HA
3261
Herold Advisors
New York
$518K +$542K +793 New
SPW
3262
Stillwater Private Wealth
Pennsylvania
$517K +$542K +793 New
WIP
3263
WealthCare Investment Partners
Rhode Island
$517K -$10.9K -16 -2%
NA
3264
Nestegg Advisors
New York
$516K +$2.05K +3 +0.4%
SPWM
3265
Smith Partners Wealth Management
North Carolina
$516K +$287K +420 +114%
TFG
3266
Taylor Financial Group
Virginia
$515K – – –
PWP
3267
Parkwoods Wealth Partners
New York
$514K -$79.2K -116 -13%
MLL
3268
Moody Lynn & Lieberson
Massachusetts
$511K +$19.1K +28 +4%
TWM
3269
Trevian Wealth Management
Massachusetts
$510K – – –
AHC
3270
Adell Harriman & Carpenter
Texas
$510K +$68.3K +100 +15%
ESBC
3271
E.S. Barr & Co
Kentucky
$508K – – –
FCFC
3272
First Citizens Financial Corp
Iowa
$508K +$240K +352 +83%
OC
3273
Optima Capital
Oregon
$508K +$683 +1 +0.1%
SSCA
3274
South Shore Capital Advisors
Massachusetts
$508K -$42.3K -62 -7%
RIM
3275
Ryan Investment Management
Colorado
$508K +$531K +777 New