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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
3676
SevenBridge Financial Group
Pennsylvania
$331K -$5.1K -7 -2%
XWM
3677
Xcel Wealth Management
Florida
$330K -$26.2K -36 -8%
CIM
3678
Catalyst Investment Management
New Hampshire
$329K +$320K +439 New
AWS
3679
Alliance Wealth Strategies
Virginia
$327K
SA
3680
Sicart Associates
New York
$327K
T2I
3681
Turim 21 Investimentos
Brazil
$327K
AC
3682
Avenir Corporation
Virginia
$327K +$317K +436 New
CLA
3683
Carnegie Lake Advisors
New Jersey
$327K
CWMGO
3684
Capstone Wealth Management Group (Oregon)
Oregon
$326K +$33.5K +46 +12%
ZWA
3685
Zinnia Wealth Advisory
Florida
$326K
AIM
3686
Alhambra Investment Management
Florida
$325K +$2.91K +4 +0.9%
TNAM
3687
Terra Nova Asset Management
New York
$324K +$728 +1 +0.2%
RCA
3688
Ranch Capital Advisors
Florida
$324K +$728 +1 +0.2%
FDDB
3689
Fidelity D&D Bancorp
Pennsylvania
$321K -$10.2K -14 -3%
MM
3690
Main Management
California
$321K
YWM
3691
Yardley Wealth Management
Pennsylvania
$321K -$19.7K -27 -6%
EC
3692
Eaton-Cambridge
Arizona
$321K
M
3693
MYeCFO
California
$320K
CWM
3694
Concentrum Wealth Management
California
$320K -$61.2K -84 -16%
PG
3695
Proffitt & Goodson
Tennessee
$319K
SWM
3696
Schwallier Wealth Management
Michigan
$319K +$728 +1 +0.2%
UFPG
3697
United Financial Planning Group
New York
$319K +$728 +1 +0.2%
SGC
3698
Slocum, Gordon & Co
Rhode Island
$318K
LCWM
3699
Legacy Capital Wealth Management
Texas
$318K +$309K +425 New
EFMC
3700
Empire Financial Management Company
New York
$318K -$2.19K -3 -0.7%