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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1326
Darwin Wealth Management
Florida
$505K +$101K +348 +26%
TPA
1327
Trivium Point Advisory
Connecticut
$504K -$17.7K -61 -3%
AMCA
1328
Arthur M. Cohen & Associates
Illinois
$501K +$3.19K +11 +0.7%
RFA
1329
Reilly Financial Advisors
California
$501K +$42.9K +148 +10%
JSA
1330
Jacobson & Schmitt Advisors
Wisconsin
$500K -$45.8K -158 -9%
HFA
1331
Hoover Financial Advisors
Pennsylvania
$499K +$290 +1 +0.1%
EGWAG
1332
Elwood & Goetz Wealth Advisory Group
Georgia
$489K +$19.7K +68 +4%
LWM
1333
Lenox Wealth Management
Ohio
$485K +$76.8K +265 +19%
IIA
1334
IPG Investment Advisors
California
$484K
LG
1335
Leuthold Group
Minnesota
$483K +$1.74K +6 +0.4%
LA
1336
LexAurum Advisors
Kansas
$483K +$2.9K +10 +0.6%
JT
1337
Jump Trading
Illinois
$482K +$474K +1,636 New
RW
1338
REDW Wealth
New Mexico
$480K +$123K +426 +35%
CS
1339
Cannell & Spears
New York
$479K +$36.2K +125 +8%
CP
1340
Covenant Partners
Tennessee
$475K
AAIM
1341
Asset Advisors Investment Management
Georgia
$473K
MAA
1342
Matrix Asset Advisors
New York
$468K
QCIG
1343
Quad-Cities Investment Group
Iowa
$468K +$91.6K +316 +25%
FNB
1344
Farmers National Bank
Kentucky
$467K -$2.03K -7 -0.4%
OBWP
1345
O'Brien Wealth Partners
Massachusetts
$465K +$176K +608 +65%
TFA
1346
TPG Financial Advisors
Oregon
$465K +$449K +1,548 New
RE
1347
RBC Europe
United Kingdom
$462K +$157K +542 +53%
GFPC
1348
Global Financial Private Capital
Florida
$457K -$12.3M -42,516 -96%
PGA
1349
Portland Global Advisors
Maine
$457K +$197K +679 +78%
SCM
1350
SOL Capital Management
Maryland
$456K +$39.1K +135 +10%