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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ULWM
2051
Upper Left Wealth Management
Florida
$805K -$26.1K -62 -3%
OSNBOA
2052
Old Second National Bank of Aurora
Illinois
$804K -$63.2K -150 -8%
SFP
2053
Sandbox Financial Partners
Maryland
$803K +$43K +102 +6%
LFG
2054
Lockerman Financial Group
California
$802K -$45.9K -109 -6%
WLIM
2055
White Lighthouse Investment Management
Massachusetts
$800K +$10.1K +24 +1%
CFO
2056
Collective Family Office
Pennsylvania
$799K – – –
SW
2057
SkyOak Wealth
Michigan
$796K -$84.3K -200 -10%
Invesco
2058
Invesco
Georgia
$794K -$1.95M -4,620 -72%
CS
2059
Cannell & Spears
New York
$791K – – –
STCOSD
2060
Sageworth Trust Company of South Dakota
South Dakota
$790K – – –
JE
2061
JMAC Enterprises
Pennsylvania
$785K -$138K -327 -16%
DWA
2062
Delap Wealth Advisory
Oregon
$773K – – –
RK
2063
Rather & Kittrell
Tennessee
$772K – – –
ACIM
2064
Azimuth Capital Investment Management
Michigan
$769K -$8.43K -20 -1%
RCM
2065
Regency Capital Management
Hawaii
$768K -$25.3K -60 -3%
EBWM
2066
Eagle Bluffs Wealth Management
Missouri
$768K – – –
CWM
2067
Chicago Wealth Management
Illinois
$767K -$38.4K -91 -5%
SFS
2068
Security Financial Services
Indiana
$766K +$243K +576 +50%
HIF
2069
Hill Island Financial
Michigan
$764K – – –
AMCA
2070
Arthur M. Cohen & Associates
Illinois
$764K +$2.11K +5 +0.3%
MIAS
2071
Mason Investment Advisory Services
Virginia
$763K +$37.9K +90 +6%
TCCM
2072
Timber Creek Capital Management
Massachusetts
$760K -$10.5K -25 -1%
RF
2073
Rollins Financial
Georgia
$760K +$421 +1 +0.1%
E
2074
ETFidea
New York
$758K +$248K +588 +53%
GI
2075
Gradient Investments
Minnesota
$755K -$46.8K -111 -6%