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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
3401
Pinnacle Financial Group
Illinois
$425K -$17.1K -25 -4%
ACM
3402
Andina Capital Management
Utah
$425K -$39.6K -58 -8%
OFP
3403
OLIO Financial Planning
Virginia
$424K -$124K -181 -22%
NC
3404
NewSquare Capital
Pennsylvania
$424K – – –
SF
3405
Strategent Financial
Virginia
$423K -$39.6K -58 -8%
OWG
3406
Oxford Wealth Group
Florida
$423K -$3.37M -4,936 -88%
FA
3407
Fullerton Advisors
California
$423K +$1.37K +2 +0.3%
HA
3408
Hegarty Advisors
New York
$423K – – –
BBES
3409
Buffalo Business & Estate Services
New York
$421K -$28.7K -42 -6%
GDP
3410
Great Diamond Partners
Maine
$419K – – –
PWM
3411
Prentice Wealth Management
New York
$418K – – –
PC
3412
Permanens Capital
New York
$417K +$17.1K +25 +4%
BCA
3413
Ballentine Capital Advisors
South Carolina
$417K – – –
VPF
3414
Vantage Point Financial
Illinois
$416K -$8.88K -13 -2%
GA
3415
GoalVest Advisory
New York
$415K -$62.1K -91 -13%
SSA
3416
Shepherd Street Advisors
California
$415K – – –
TFP
3417
TrueWealth Financial Partners
Washington
$414K +$433K +634 New
MCP
3418
Mirador Capital Partners
California
$414K – – –
LFA
3419
Lauterbach Financial Advisors
Texas
$413K – – –
IGGA
3420
Iron Gate Global Advisors
Utah
$413K +$10.9K +16 +3%
SWM
3421
Steinberganna Wealth Management
New York
$412K +$683 +1 +0.2%
SFS
3422
Security Financial Services
Indiana
$412K +$16.4K +24 +4%
AA
3423
Ascent Advisors
Minnesota
$412K +$430K +630 New
BFF
3424
Byrne Financial Freedom
Massachusetts
$411K +$430K +629 New
SPWG
3425
Sage Private Wealth Group
Illinois
$410K -$117K -172 -22%