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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RAG
2126
RIA Advisory Group
Iowa
$595K +$597K +1,548 New
BP
2127
BCK Partners
New York
$592K -$47.5K -123 -7%
WA
2128
Wealthstar Advisors
Texas
$592K
TH
2129
Team Hewins
California
$592K +$594K +1,540 New
AFG
2130
Altiora Financial Group
Ohio
$591K +$594K +1,538 New
Legal & General Group
2131
Legal & General Group
United Kingdom
$589K +$335K +869 +131%
BMA
2132
Brooks Moore & Associates
Tennessee
$586K
ERIM
2133
Eagle Ridge Investment Management
Connecticut
$585K -$53.3K -138 -8%
HGWM
2134
Horst & Graben Wealth Management
Oregon
$583K +$5.79K +15 +1%
MCCP
2135
Mission Creek Capital Partners
California
$583K -$116K -301 -17%
WWM
2136
WT Wealth Management
Arizona
$582K
CISOA
2137
Capital Investment Services of America
Wisconsin
$581K
ACM
2138
Advance Capital Management
Michigan
$580K +$150K +388 +35%
SIS
2139
Strategic Investment Solutions
Illinois
$580K +$534K +1,385 New
OHWP
2140
Oak Harbor Wealth Partners
North Carolina
$577K +$139K +361 +32%
CAI
2141
Capital Advisors Inc
Oklahoma
$575K +$105K +273 +22%
NSAM
2142
North Star Asset Management
Wisconsin
$575K +$17.4K +45 +3%
CMP
2143
Coston McIsaac & Partners
Maine
$572K +$298K +772 +108%
VNB
2144
Virginia National Bank
Virginia
$571K -$724K -1,875 -56%
IWN
2145
Independent Wealth Network
Iowa
$571K -$262K -678 -31%
SHWM
2146
Smith & Howard Wealth Management
Georgia
$569K -$66.4K -172 -10%
PS
2147
Planned Solutions
California
$567K -$3.86K -10 -0.7%
SGA
2148
Sustainable Growth Advisers
Connecticut
$566K +$569K +1,474 New
HWM
2149
Horizons Wealth Management
North Carolina
$566K +$38.6K +100 +7%
WFA
2150
Wade Financial Advisory
California
$566K +$5.4K +14 +1%