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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWMGP
2051
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$656K +$894 +2 +0.1%
WA
2052
Wambolt & Associates
Colorado
$656K +$18.8K +42 +3%
FRA
2053
Front Row Advisors
California
$654K – – –
Vanguard Personalized Indexing Management
2054
Vanguard Personalized Indexing Management
California
$654K +$232K +518 +56%
CHA
2055
Carmichael Hill & Associates
Maryland
$653K +$3.58K +8 +0.6%
WW
2056
Waterfront Wealth
Kansas
$651K +$167K +373 +35%
WIC
2057
Woodmont Investment Counsel
Tennessee
$649K -$13K -29 -2%
CMS
2058
Capital Market Strategies
Florida
$646K -$42K -94 -6%
NLP
2059
Next Level Private
New York
$644K – – –
CF
2060
Convergence Financial
Missouri
$643K – – –
WIM
2061
Warwick Investment Management
Texas
$643K +$4.92K +11 +0.8%
DIA
2062
Davidson Investment Advisors
Montana
$641K +$48.7K +109 +8%
TPWM
2063
Twelve Points Wealth Management
Massachusetts
$639K -$146K -327 -19%
CA
2064
Cambridge Advisors
Nebraska
$636K +$67.1K +150 +12%
SEM
2065
Strategic Equity Management
Arizona
$635K -$31.8K -71 -5%
SAMC
2066
Spectrum Asset Management (California)
California
$629K -$35.8K -80 -5%
GC
2067
Gibson Capital
Pennsylvania
$629K – – –
CWP
2068
CFM Wealth Partners
Texas
$627K -$480K -1,074 -44%
PA
2069
Prism Advisors
California
$627K – – –
TC
2070
Tenret Company
Florida
$627K +$33.5K +75 +6%
AGA
2071
Arkos Global Advisors
Texas
$626K -$12.1K -27 -2%
BW
2072
Bison Wealth
Georgia
$624K +$178K +398 +41%
DCM
2073
Disciplina Capital Management
Tennessee
$623K -$302K -676 -33%
CCA
2074
Childress Capital Advisors
Texas
$623K +$615K +1,374 New
FFA
2075
Freedman Financial Associates
Massachusetts
$618K +$7.6K +17 +1%