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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1851
Trinity Wealth Management
Pennsylvania
$775K +$53.1K +133 +7%
LC
1852
LCNB Corp
Ohio
$773K +$9.98K +25 +1%
FWM
1853
Focused Wealth Management
New York
$769K -$29.9K -75 -3%
EGWAG
1854
Elwood & Goetz Wealth Advisory Group
Georgia
$768K +$77.9K +195 +10%
RWA
1855
Roberts Wealth Advisors
California
$767K -$13.6K -34 -2%
AIS
1856
American Investment Services
Massachusetts
$766K -$3.99K -10 -0.5%
WWA
1857
WC Walker & Associates
California
$766K +$583K +1,459 +271%
H
1858
HoyleCohen
California
$763K -$7.99K -20 -0.9%
PWA
1859
Providence Wealth Advisors
Illinois
$761K -$419K -1,050 -35%
CFCI
1860
Comprehensive Financial Consultants Institutional
Indiana
$760K -$27.2K -68 -3%
ODG
1861
O'Dell Group
Ohio
$759K -$14K -35 -2%
CRI
1862
Colonial River Investments
Virginia
$759K +$537K +1,345 +174%
KWM
1863
Kaydan Wealth Management
Michigan
$753K -$114K -286 -12%
YC
1864
Yarbrough Capital
Tennessee
$752K
MA
1865
MAS Advisors
Florida
$750K -$321K -805 -28%
AAM
1866
Austin Asset Management
Texas
$750K
CHA
1867
Carmichael Hill & Associates
Maryland
$750K +$97.4K +244 +13%
DACG
1868
Donor Advised Charitable Giving
California
$749K -$17.6K -44 -2%
ECM
1869
Elgethun Capital Management
South Dakota
$747K +$13.2K +33 +2%
QA
1870
Quantitative Advantage
Minnesota
$747K +$832K +2,084 New
AIM
1871
Alhambra Investment Management
Florida
$746K -$43.5K -109 -5%
Luther King Capital Management (LKCM)
1872
Luther King Capital Management (LKCM)
Texas
$746K
FFMBT
1873
First Farmers & Merchants Bank Trust
Tennessee
$729K -$799 -2 -0.1%
BC
1874
Burney Company
Virginia
$728K -$3.59K -9 -0.4%
CCA
1875
Checchi Capital Advisers
California
$727K