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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
2226
Balboa Wealth Partners
Arizona
$554K -$21.1K -50 -4%
PFG
2227
Prosperity Financial Group
California
$552K +$68.7K +163 +15%
RWS
2228
Resolute Wealth Strategies
Mississippi
$549K +$49.3K +117 +10%
SM
2229
Sensible Money
Arizona
$547K – – –
LFGO
2230
Legacy Financial Group (Oklahoma)
Oklahoma
$546K +$80.5K +191 +18%
HFS
2231
Haverford Financial Services
Pennsylvania
$544K – – –
MAS
2232
Madden Advisory Services
Florida
$544K +$421 +1 +0.1%
ST
2233
Sabal Trust
Florida
$542K +$190K +451 +59%
SWIG
2234
Strategic Wealth Investment Group
Kentucky
$542K +$260K +616 +103%
TPWM
2235
Twelve Points Wealth Management
Massachusetts
$539K -$87.2K -207 -15%
PIFP
2236
Partners in Financial Planning
Virginia
$539K +$1.69K +4 +0.3%
CI
2237
Ceera Investments
Texas
$538K +$32.5K +77 +7%
LIG
2238
Lokken Investment Group
Delaware
$537K – – –
BRA
2239
Biechele Royce Advisors
Indiana
$537K -$272K -645 -35%
WA
2240
Wealthstar Advisors
Texas
$537K -$115K -272 -18%
CWM
2241
Chemistry Wealth Management
New York
$536K – – –
FAM
2242
Fenimore Asset Management
New York
$535K – – –
YCM
2243
Yousif Capital Management
Michigan
$535K – – –
PWP
2244
Principle Wealth Partners
Connecticut
$534K -$32.9K -78 -6%
EIA
2245
Edgemoor Investment Advisors
Maryland
$533K +$49.3K +117 +11%
Members Trust
2246
Members Trust
Florida
$533K +$504K +1,196 New
FFP
2247
FourThought Financial Partners
Florida
$533K -$843 -2 -0.2%
CF
2248
Convergence Financial
Missouri
$530K -$19.4K -46 -4%
BMD
2249
Better Money Decisions
New Mexico
$526K -$2.53K -6 -0.5%
UL
2250
Unionview LLC
Washington
$526K -$1.69K -4 -0.3%