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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIFP
2076
Partners in Financial Planning
Virginia
$493K – – –
IWS
2077
Insight Wealth Strategies
California
$492K +$148K +360 +38%
MSCM
2078
McElhenny Sheffield Capital Management
Texas
$491K – – –
SEIA
2079
Signature Estate & Investment Advisors
California
$491K +$320K +777 +150%
AR
2080
Apeiron RIA
Texas
$490K +$3.81M +9,273 +599%
FAN
2081
Financial Advisors Network
California
$489K +$130K +317 +33%
CIP
2082
Chartwell Investment Partners
Pennsylvania
$488K – – –
CANC
2083
Culbertson A N & Co
Virginia
$487K – – –
WA1
2084
Wimmer Associates 1
California
$487K – – –
SDWIA
2085
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$487K +$3.7K +9 +0.7%
RRCM
2086
Rappaport Reiches Capital Management
Illinois
$486K +$342K +831 +184%
CSB
2087
City State Bank
Iowa
$486K -$8.23K -20 -2%
CWMU
2088
Caliber Wealth Management (Utah)
Utah
$486K -$2.88K -7 -0.5%
SC
2089
Siena Capital
Ohio
$485K -$6.99K -17 -1%
RW
2090
REDW Wealth
New Mexico
$485K +$42K +102 +9%
WMS
2091
Wealth Management Solutions
Pennsylvania
$485K +$78.2K +190 +17%
WCAMG
2092
Woodard & Company Asset Management Group
North Carolina
$483K -$440K -1,069 -46%
LWMT
2093
Legacy Wealth Management (Tennessee)
Tennessee
$483K -$89.7K -218 -15%
SCI
2094
Stableford Capital II
Arizona
$483K +$4.94K +12 +1%
CWAG
2095
Compton Wealth Advisory Group
Virginia
$481K – – –
Vanguard Personalized Indexing Management
2096
Vanguard Personalized Indexing Management
California
$478K -$73.6K -179 -12%
RCS
2097
Retirement Capital Strategies
California
$477K -$43.2K -105 -8%
VCM
2098
Violich Capital Management
California
$475K -$206K -500 -29%
LJAC
2099
L.J. Altfest & Co
New York
$474K +$56.4K +137 +12%
BWM
2100
BlackDiamond Wealth Management
New York
$469K -$11.9K -29 -2%