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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2026
FSA Wealth Management
Massachusetts
$229K
ACS
2027
Archford Capital Strategies
Illinois
$227K
Qube Research & Technologies (QRT)
2028
Qube Research & Technologies (QRT)
United Kingdom
$226K +$214K +601 New
BII
2029
Bainco International Investors
Massachusetts
$225K
CBOR
2030
Community Bank of Raymore
Missouri
$225K
ACA
2031
Ackerman Capital Advisors
Texas
$224K -$3.92M -11,000 -95%
CPC
2032
Consolidated Planning Corp
Georgia
$224K
FAAM
2033
First Ascent Asset Management
Colorado
$223K -$207K -581 -49%
IWP
2034
Innova Wealth Partners
Pennsylvania
$223K +$211K +594 New
LCM
2035
LVM Capital Management
Michigan
$223K +$211K +594 New
UWM
2036
USAdvisors Wealth Management
Minnesota
$221K +$210K +590 New
BFS
2037
Bickling Financial Services
Massachusetts
$218K +$206K +580 New
SFS
2038
Strategic Financial Services
New York
$218K +$206K +580 New
FANJ
2039
Financial Architects (New Jersey)
New Jersey
$216K +$205K +575 New
SAMC
2040
Spectrum Asset Management (California)
California
$216K +$205K +575 New
TIM
2041
Thompson Investment Management
Wisconsin
$216K +$205K +576 New
NB
2042
NBT Bank
New York
$215K +$204K +572 New
KIG
2043
Kowal Investment Group
Wisconsin
$214K +$200K +563 New
ACWM
2044
Adams Chetwood Wealth Management
North Carolina
$214K +$203K +571 New
RBCM
2045
Raub Brock Capital Management
California
$213K +$202K +568 New
DIA
2046
Dana Investment Advisors
Wisconsin
$210K -$15.3K -43 -7%
RCA
2047
Ranch Capital Advisors
Florida
$210K -$5.7K -16 -3%
GWAG
2048
Garrett Wealth Advisory Group
Texas
$210K +$199K +559 New
OSAM
2049
O'Shaughnessy Asset Management
Connecticut
$209K +$137K +385 +223%
PAI
2050
Pittenger & Anderson Inc
Nebraska
$208K -$3.56K -10 -2%