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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
2376
Walter & Keenan Wealth Management
Indiana
$917K – – –
MWM
2377
Meritas Wealth Management
California
$917K – – –
SKK
2378
Shepherd Kaplan Krochuk
Massachusetts
$913K +$40.6K +73 +5%
SSWM
2379
Smith Salley Wealth Management
North Carolina
$912K -$21.1K -38 -2%
LAS
2380
Lloyd Advisory Services
Georgia
$911K -$736K -1,324 -46%
TFA
2381
TPG Financial Advisors
Oregon
$906K +$1.11K +2 +0.1%
MAS
2382
Madden Advisory Services
Florida
$905K +$165K +297 +23%
DWA
2383
Delap Wealth Advisory
Oregon
$903K -$2.78K -5 -0.3%
PWA
2384
Prairie Wealth Advisors
Nebraska
$902K -$364K -654 -29%
AP
2385
Adero Partners
California
$901K -$79K -142 -8%
MMPW
2386
Mitchell McLeod Pugh & Williams
Alabama
$899K -$118K -212 -12%
CCG
2387
Ceeto Capital Group
Florida
$898K – – –
RAM
2388
Ramirez Asset Management
New York
$897K – – –
WFA
2389
Wade Financial Advisory
California
$895K +$61.7K +111 +8%
TVAMP
2390
Tennessee Valley Asset Management Partners
Tennessee
$895K -$31.7K -57 -4%
CCM
2391
Colorado Capital Management
Colorado
$894K -$192K -345 -18%
DFA
2392
DHJJ Financial Advisors
Illinois
$893K -$20K -36 -2%
JFGLC
2393
Johnson Financial Group LLC (Colorado)
Colorado
$891K +$319K +573 +59%
Wealthfront Advisers
2394
Wealthfront Advisers
California
$889K -$188K -338 -18%
CANC
2395
Culbertson A N & Co
Virginia
$889K -$22.2K -40 -3%
AGP
2396
Autumn Glory Partners
Texas
$888K – – –
MWA
2397
MN Wealth Advisors
Kansas
$887K -$11.1K -20 -1%
LMKC
2398
L.M. Kohn & Company
Ohio
$886K +$217K +391 +34%
SWM
2399
Shakespeare Wealth Management
Wisconsin
$883K +$2.78K +5 +0.3%
HIP
2400
Harrell Investment Partners
Texas
$882K -$152K -273 -15%