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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1851
Affinity Wealth Management
Delaware
$780K -$7.99K -20 -0.9%
IWN
1852
Independent Wealth Network
Iowa
$777K +$302K +756 +54%
TWM
1853
Trinity Wealth Management
Pennsylvania
$775K +$53.1K +133 +7%
LC
1854
LCNB Corp
Ohio
$773K +$9.98K +25 +1%
FWM
1855
Focused Wealth Management
New York
$769K -$29.9K -75 -3%
EGWAG
1856
Elwood & Goetz Wealth Advisory Group
Georgia
$768K +$77.9K +195 +10%
RWA
1857
Roberts Wealth Advisors
California
$767K -$13.6K -34 -2%
AIS
1858
American Investment Services
Massachusetts
$766K -$3.99K -10 -0.5%
WWA
1859
WC Walker & Associates
California
$766K +$583K +1,459 +271%
H
1860
HoyleCohen
California
$763K -$7.99K -20 -0.9%
PWA
1861
Providence Wealth Advisors
Illinois
$761K -$419K -1,050 -35%
CFCI
1862
Comprehensive Financial Consultants Institutional
Indiana
$760K -$27.2K -68 -3%
ODG
1863
O'Dell Group
Ohio
$759K -$14K -35 -2%
CRI
1864
Colonial River Investments
Virginia
$759K +$537K +1,345 +174%
KWM
1865
Kaydan Wealth Management
Michigan
$753K -$114K -286 -12%
YC
1866
Yarbrough Capital
Tennessee
$752K – – –
MA
1867
MAS Advisors
Florida
$750K -$321K -805 -28%
AAM
1868
Austin Asset Management
Texas
$750K – – –
CHA
1869
Carmichael Hill & Associates
Maryland
$750K +$97.4K +244 +13%
DACG
1870
Donor Advised Charitable Giving
California
$749K -$17.6K -44 -2%
ECM
1871
Elgethun Capital Management
South Dakota
$747K +$13.2K +33 +2%
QA
1872
Quantitative Advantage
Minnesota
$747K +$832K +2,084 New
AIM
1873
Alhambra Investment Management
Florida
$746K -$43.5K -109 -5%
Luther King Capital Management (LKCM)
1874
Luther King Capital Management (LKCM)
Texas
$746K – – –
FFMBT
1875
First Farmers & Merchants Bank Trust
Tennessee
$729K -$799 -2 -0.1%