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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2201
Foresight Wealth Management
Utah
$330K -$15.6K -39 -4%
ACM
2202
Altrius Capital Management
North Carolina
$327K -$7.99K -20 -2%
Vanguard Personalized Indexing Management
2203
Vanguard Personalized Indexing Management
California
$326K -$141K -353 -28%
SWM
2204
Salvus Wealth Management
New Jersey
$326K
AHC
2205
Adell Harriman & Carpenter
Texas
$326K +$111K +279 +44%
CFA
2206
Capstone Financial Advisors
Illinois
$325K +$1.2K +3 +0.3%
MA
2207
Mezzasalma Advisors
New Jersey
$324K -$22.8K -57 -6%
ZIG
2208
Zurich Insurance Group
Switzerland
$324K
FCCM
2209
First City Capital Management
Georgia
$324K +$360K +902 New
GC
2210
Garde Capital
Washington
$321K -$33.9K -85 -9%
EP
2211
EPIQ Partners
Minnesota
$321K +$14K +35 +4%
UBG
2212
United Bank (Georgia)
Georgia
$320K +$3.19K +8 +0.9%
Capital International Investors
2213
Capital International Investors
California
$318K +$349K +874 New
LC
2214
LTG Capital
Massachusetts
$317K -$1.32M -3,315 -79%
RWM
2215
Rockwood Wealth Management
Pennsylvania
$316K
ZCA
2216
Zeke Capital Advisors
Pennsylvania
$314K -$19.6K -49 -5%
CP
2217
Covenant Partners
Tennessee
$314K
BC
2218
Brio Consultants
California
$313K +$31.1K +78 +10%
FWM
2219
Finer Wealth Management
Massachusetts
$311K
RIL
2220
Rothschild Investment LLC
Illinois
$311K +$131K +327 +60%
RA
2221
Rise Advisors
New York
$310K -$2K -5 -0.6%
Wealthfront Advisers
2222
Wealthfront Advisers
California
$309K -$15.6K -39 -4%
PWM
2223
Prentice Wealth Management
New York
$309K +$343K +860 New
TA
2224
TruWealth Advisors
Louisiana
$308K +$54.3K +136 +19%
HCM
2225
Hollencrest Capital Management
California
$307K -$30.7K -77 -8%