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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
1601
Clear Creek Financial Management
Washington
$201K +$189K +283 New
PCM
1602
Poehling Capital Management
Wisconsin
$200K +$188K +282 New
CPR
1603
CSU Producer Resources
Ohio
$195K – – –
NFSG
1604
Newbridge Financial Services Group
Florida
$192K -$17.4K -26 -9%
CIA
1605
Capital Impact Advisors
Massachusetts
$190K – – –
MME
1606
Meag Munich Ergo
Germany
$186K – – –
ST
1607
Smithfield Trust
Pennsylvania
$184K -$52.8K -79 -23%
AIM
1608
Arcadia Investment Management
Michigan
$184K – – –
RFA
1609
Register Financial Advisors
Georgia
$178K +$168K +251 New
TLA
1610
Tanglewood Legacy Advisors
Texas
$177K +$167K +250 New
M
1611
Mirova
France
$174K -$193K -289 -54%
FFC
1612
First Financial Corp
Indiana
$174K – – –
AAG
1613
Armstrong Advisory Group
Massachusetts
$171K +$162K +242 New
CWC
1614
Carolinas Wealth Consulting
North Carolina
$169K +$11.4K +17 +8%
EWM
1615
Endurance Wealth Management
Rhode Island
$168K -$10K -15 -6%
BCM
1616
Blume Capital Management
California
$163K -$12K -18 -7%
CA
1617
CoreCap Advisors
Michigan
$161K +$152K +227 New
MTIC
1618
Missouri Trust & Investment Company
Missouri
$159K – – –
ACA
1619
Atlas Capital Advisors
Wyoming
$157K -$134K -200 -48%
CFO
1620
CVA Family Office
Colorado
$154K -$51.4K -77 -26%
FPFS
1621
First Personal Financial Services
North Carolina
$152K – – –
CT
1622
Clearstead Trust
Maine
$152K +$48.1K +72 +50%
BCA
1623
Bray Capital Advisors
Florida
$150K – – –
DMBA
1624
Deseret Mutual Benefit Administrators
Utah
$147K -$100K -150 -42%
SIC
1625
Salem Investment Counselors
North Carolina
$146K +$108K +161 +358%
63 64
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