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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
2326
Impact Partnership Wealth
Georgia
$1.37M -$61.4K -104 -4%
FMI
2327
F/M Investments
District of Columbia
$1.37M +$472K +800 +43%
NLWP
2328
Next Level Wealth Planning
Idaho
$1.37M +$87.4K +148 +6%
SIC
2329
Samalin Investment Counsel
New York
$1.36M +$77.9K +132 +6%
GFM
2330
GEN Financial Management
Minnesota
$1.36M -$44.3K -75 -3%
HFS
2331
Haverford Financial Services
Pennsylvania
$1.36M +$815K +1,380 +133%
GWA
2332
Geometric Wealth Advisors
District of Columbia
$1.36M – – –
BFA
2333
Brown Financial Advisory
Alabama
$1.36M -$16.5K -28 -1%
TFA
2334
Toth Financial Advisory
Virginia
$1.35M -$124K -210 -8%
Bogart Wealth LLC
2335
Bogart Wealth LLC
Virginia
$1.35M -$3.54K -6 -0.2%
GAA
2336
Guardian Asset Advisors
Pennsylvania
$1.35M -$110K -187 -7%
RC
2337
Randolph Company
Ohio
$1.35M -$70.3K -119 -5%
WW
2338
Waterfront Wealth
Kansas
$1.35M -$34.8K -59 -2%
AFW
2339
Avantra Family Wealth
Pennsylvania
$1.35M -$63.8K -108 -4%
LDB
2340
Lee, Danner & Bass
Tennessee
$1.34M -$5.91K -10 -0.4%
CIBC World Markets
2341
CIBC World Markets
New York
$1.34M +$11.8K +20 +0.8%
CWM
2342
ClientFirst Wealth Management
Arkansas
$1.34M – – –
SFA
2343
Seneca Financial Advisors
New York
$1.34M – – –
VCM
2344
Violich Capital Management
California
$1.34M +$66.7K +113 +5%
AWM
2345
Accel Wealth Management
Iowa
$1.33M -$122K -206 -8%
EGA
2346
E&G Advisors
Texas
$1.33M -$121K -205 -8%
FOR
2347
Family Office Research
Maryland
$1.33M -$177K -300 -11%
AIM
2348
Athena Investment Management
California
$1.33M – – –
NCM
2349
NCM Capital Management
New Jersey
$1.33M -$12.4K -21 -0.9%
AFG
2350
ABLE Financial Group
Arizona
$1.33M +$125K +212 +10%