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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
2301
TruWealth Advisors
Louisiana
$400K +$45.7K +114 +13%
KFS
2302
Kaizen Financial Strategies
California
$400K -$2.81K -7 -0.7%
PWA
2303
Pillar Wealth Advisors
Pennsylvania
$399K +$389K +971 New
CA
2304
Crumly & Associates
Illinois
$398K +$388K +969 New
LWM
2305
Lodestone Wealth Management
Washington
$395K -$6.82K -17 -2%
FWM
2306
Finer Wealth Management
Massachusetts
$395K +$43.7K +109 +13%
FNT
2307
First Nebraska Trust
Nebraska
$394K
PEA
2308
Park Edge Advisors
Ohio
$393K
HIMC
2309
Heritage Investors Management Corp
Maryland
$393K -$72.2K -180 -16%
MA
2310
MAS Advisors
Florida
$393K
FFG
2311
Fullen Financial Group
Ohio
$392K -$9.62K -24 -2%
WA
2312
Wealthstream Advisors
New York
$390K -$1.6K -4 -0.4%
HWM
2313
HFG Wealth Management
Texas
$388K +$379K +945 New
PHS
2314
Pekin Hardy Strauss
Illinois
$388K +$113K +283 +43%
FNBSF
2315
First National Bank Sioux Falls
South Dakota
$388K
CA
2316
Cambridge Advisors
Nebraska
$388K
HP
2317
Hyperion Partners
Pennsylvania
$387K +$401 +1 +0.1%
TWM
2318
Tanager Wealth Management
United Kingdom
$386K +$376K +939 New
SA
2319
Sunesis Advisors
Kansas
$386K +$376K +938 New
Vanguard Personalized Indexing Management
2320
Vanguard Personalized Indexing Management
California
$385K -$37.7K -94 -9%
NIM
2321
Nicollet Investment Management
Minnesota
$382K +$373K +930 New
TWA
2322
Talisman Wealth Advisors
New Jersey
$381K +$6.42K +16 +2%
TWM
2323
TMD Wealth Management
Arizona
$380K +$29.3K +73 +9%
BFS
2324
Beacon Financial Strategies
North Carolina
$380K
CNBT
2325
Cornerstone National Bank & Trust
Illinois
$379K