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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
2226
Howland Capital Management
Massachusetts
$336K +$59.6K +145 +20%
UBG
2227
United Bank (Georgia)
Georgia
$335K +$411 +1 +0.1%
RWM
2228
Rockwood Wealth Management
Pennsylvania
$334K -$432K -1,050 -54%
RFN
2229
RDA Financial Network
Iowa
$333K +$6.99K +17 +2%
CP
2230
Covenant Partners
Tennessee
$332K
GCP
2231
Gill Capital Partners
Colorado
$332K
BPFA
2232
Barnes Pettey Financial Advisors
Mississippi
$331K
AOWM
2233
Alpha Omega Wealth Management
Virginia
$330K -$399K -970 -53%
RA
2234
Rise Advisors
New York
$330K -$7.4K -18 -2%
MCIA
2235
Mountain Capital Investment Advisors
Colorado
$330K +$25.5K +62 +8%
FWM
2236
Finer Wealth Management
Massachusetts
$328K -$21.4K -52 -6%
JWCA
2237
J.W. Coons Advisors
Ohio
$327K -$37K -90 -9%
EP
2238
EPIQ Partners
Minnesota
$326K +$353K +859 New
SWM
2239
SFG Wealth Management
Maryland
$325K +$411 +1 +0.1%
Massachusetts Financial Services
2240
Massachusetts Financial Services
Massachusetts
$324K
C1AG
2241
Client 1st Advisory Group
Florida
$324K +$58.4K +142 +20%
MRCM
2242
M&R Capital Management
New Jersey
$323K +$18.9K +46 +6%
DAM
2243
Delta Asset Management
Tennessee
$322K -$20.6K -50 -6%
BCPWM
2244
Bradley & Co Private Wealth Management
Florida
$322K +$350K +850 New
OBGC
2245
O'Brien Greene & Co
Pennsylvania
$321K
GG
2246
GenWealth Group
New Jersey
$319K -$13.9M -33,824 -98%
DIA
2247
Davidson Investment Advisors
Montana
$318K -$235K -572 -41%
AIC
2248
Archer Investment Corporation
Indiana
$318K +$2.47K +6 +0.7%
KCPG
2249
Kavar Capital Partners Group
Kansas
$317K -$6.17K -15 -2%
IHWM
2250
Iron Horse Wealth Management
Iowa
$317K +$2.88K +7 +0.8%