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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCP
2326
Hexagon Capital Partners
Arkansas
$811K -$140K -279 -15%
MGWM
2327
Marks Group Wealth Management
Minnesota
$811K -$173K -346 -18%
CCWM
2328
Correct Capital Wealth Management
Missouri
$809K -$351K -701 -31%
WAM
2329
Worth Asset Management
Texas
$802K -$24.5K -49 -3%
SWM
2330
Shakespeare Wealth Management
Wisconsin
$801K – – –
RC
2331
Reik & Co
New York
$797K – – –
WIM
2332
WealthPlan Investment Management
Nebraska
$796K -$20.5K -41 -3%
CISOA
2333
Capital Investment Services of America
Wisconsin
$795K -$61.5K -123 -8%
WWM
2334
WT Wealth Management
Arizona
$793K +$5K +10 +0.7%
UID
2335
Union Investments & Development
Israel
$789K -$40.9M -81,683 -99%
AAM
2336
American Asset Management
Florida
$789K – – –
BF
2337
Blankinship & Foster
California
$784K -$52.5K -105 -7%
FM
2338
Foster & Motley
Ohio
$782K +$182K +363 +32%
PS
2339
Planned Solutions
California
$782K +$3.5K +7 +0.5%
HWMT
2340
Heritage Wealth Management (Texas)
Texas
$780K +$9.01K +18 +1%
CIA
2341
Cape Investment Advisory
Georgia
$780K -$520K -1,039 -41%
WIA
2342
Westbourne Investment Advisors
Maryland
$779K +$1.5K +3 +0.2%
NA
2343
Navellier & Associates
Nevada
$778K – – –
SL
2344
Summitry LLC
California
$777K +$1K +2 +0.1%
EDRH
2345
Edmond de Rothschild Holding
Switzerland
$775K -$188K -375 -20%
IWS
2346
Insight Wealth Strategies
California
$774K +$35K +70 +5%
KFC
2347
Klingenstein Fields & Co
New York
$772K -$10K -20 -1%
LPP
2348
Life Planning Partners
Florida
$771K – – –
FFG
2349
Frisch Financial Group
New York
$767K -$51.5K -103 -7%
ACM
2350
AUA Capital Management
Pennsylvania
$765K +$728K +1,454 New