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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
2301
Perfromance Wealth Partners
Illinois
$847K -$226K -451 -22%
MWM
2302
Meritas Wealth Management
California
$847K +$2.5K +5 +0.3%
CA
2303
Calton & Associates
Florida
$844K +$2.5K +5 +0.3%
TVAMP
2304
Tennessee Valley Asset Management Partners
Tennessee
$844K -$1.31M -2,625 -62%
SFP
2305
Sandbox Financial Partners
Maryland
$843K +$5.5K +11 +0.7%
APW
2306
Aurora Private Wealth
New Jersey
$843K +$1K +2 +0.1%
BEI
2307
Benjamin Edwards Inc
Missouri
$843K +$6K +12 +0.8%
MHWM
2308
Montz Harcus Wealth Management
Louisiana
$842K -$10K -20 -1%
CI
2309
Ceera Investments
Texas
$838K +$174K +347 +28%
CANC
2310
Culbertson A N & Co
Virginia
$836K -$25K -50 -3%
WKWM
2311
Walter & Keenan Wealth Management
Indiana
$836K +$103K +206 +15%
AFG
2312
Altiora Financial Group
Ohio
$835K
PF
2313
Penney Financial
Texas
$833K -$10K -20 -1%
MIAS
2314
Mason Investment Advisory Services
Virginia
$832K +$2K +4 +0.3%
SP
2315
Sequent Planning
Nebraska
$824K +$784K +1,567 New
FW
2316
FirstPurpose Wealth
Utah
$824K +$7K +14 +0.9%
MWA
2317
MN Wealth Advisors
Kansas
$820K -$22.5K -45 -3%
CCG
2318
Ceeto Capital Group
Florida
$818K
RAM
2319
Ramirez Asset Management
New York
$818K
AHIA
2320
Andrew Hill Investment Advisors
Florida
$817K +$58K +116 +8%
FBT
2321
First Bank & Trust
South Dakota
$815K +$62.5K +125 +9%
FRA
2322
Front Row Advisors
California
$815K +$181K +361 +30%
CCT
2323
Capital City Trust
Florida
$812K
HCP
2324
Hexagon Capital Partners
Arkansas
$811K -$140K -279 -15%
MGWM
2325
Marks Group Wealth Management
Minnesota
$811K -$173K -346 -18%