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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
2226
Concord Wealth Partners
Virginia
$30K – – –
PIA
2227
Powell Investment Advisors
Florida
$30K – – –
AC
2228
Asio Capital
Kentucky
$26K +$25.1K +60 New
MAM
2229
McCarthy Asset Management
California
$23K – – –
PK
2230
Pflug Koory
Nebraska
$23K +$2.1K +5 +10%
HFA
2231
HC Financial Advisors
California
$22K -$98.4K -235 -82%
PWA
2232
Phoenix Wealth Advisors
North Carolina
$22K – – –
EWM
2233
Elmwood Wealth Management
California
$21K – – –
GCM
2234
Gables Capital Management
Florida
$21K – – –
SL
2235
Savior LLC
Massachusetts
$21K – – –
ACA
2236
Atlas Capital Advisors
Wyoming
$20.6K – – –
EWM
2237
Edge Wealth Management
New York
$20K – – –
YAL
2238
Your Advocates Ltd
Texas
$20K – – –
ASBI
2239
American State Bank (Iowa)
Iowa
$19.8K – – –
HIM
2240
HawsGoodwin Investment Management
Tennessee
$19K – – –
DOA
2241
D'Orazio & Associates
Virginia
$17K – – –
MSFP
2242
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
TVWM
2243
Tower View Wealth Management
Wisconsin
$16K – – –
TFA
2244
Toth Financial Advisory
Virginia
$13K – – –
FIA
2245
FNY Investment Advisers
New York
$12K -$13.4K -32 -53%
HCM
2246
Highlander Capital Management
New Jersey
$11K – – –
FMP
2247
Financial Management Professionals
Texas
$11K +$8.38K +20 +333%
OIA
2248
Optimum Investment Advisors
Illinois
$8K – – –
SFA
2249
Semmax Financial Advisors
North Carolina
$7K -$57.8K -138 -90%
PC
2250
Permanens Capital
New York
$7K – – –