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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1601
Bragg Financial Advisors
North Carolina
$333K – – –
ACA
1602
Aptus Capital Advisors
Alabama
$332K -$67.4K -220 -15%
CWAG
1603
Compton Wealth Advisory Group
Virginia
$326K – – –
ACM
1604
Alpha Capital Management
Texas
$324K -$12.6K -41 -3%
CCG
1605
Chatham Capital Group
Georgia
$323K – – –
WLIM
1606
White Lighthouse Investment Management
Massachusetts
$322K +$382K +1,247 New
HWM
1607
Hohimer Wealth Management
Washington
$317K -$56.7K -185 -14%
PPWM
1608
PFG Private Wealth Management
Florida
$315K -$3.51M -11,441 -90%
LWA
1609
Lenox Wealth Advisors
New York
$315K -$306 -1 -0.1%
ST
1610
Spinnaker Trust
Maine
$314K – – –
VST
1611
Van Strum & Towne
California
$312K – – –
PCM
1612
Pointe Capital Management
Michigan
$308K +$142K +465 +64%
BAM
1613
Barrett Asset Management
New York
$307K -$68.9K -225 -16%
Capital Fund Management (CFM)
1614
Capital Fund Management (CFM)
France
$306K -$4.45M -14,533 -92%
VBFG
1615
Vishria Bird Financial Group
Tennessee
$305K -$15K -49 -4%
PS
1616
Portfolio Strategies
New York
$305K – – –
FP
1617
Financial Perspectives
Minnesota
$304K +$63.1K +206 +21%
BWFA
1618
Baltimore-Washington Financial Advisors
Maryland
$303K +$26K +85 +8%
AWA
1619
ARS Wealth Advisors
Florida
$303K +$69.3K +226 +24%
FMTC
1620
Farmers & Merchants Trust Company
California
$302K – – –
SFP
1621
Strategic Financial Planning
Texas
$301K -$3.68K -12 -1%
HWA
1622
Hilltop Wealth Advisors
North Carolina
$301K -$2.15K -7 -0.6%
LSPW
1623
Lake Street Private Wealth
Illinois
$300K -$44.7K -146 -11%
ONST
1624
Old North State Trust
North Carolina
$300K +$121K +396 +52%
BWM
1625
Bernicke Wealth Management
Wisconsin
$300K +$355K +1,160 New