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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RP
2601
Rice Partnership
Hawaii
$12K +$12K +26 New
TSW
2602
Thompson Siegel & Walmsley
Virginia
$10K +$10.1K +22 New
FA
2603
Fortis Advisors
Pennsylvania
$9K +$8.29K +18 New
SC
2604
Schubert & Co
Texas
$9K +$8.29K +18 New
AWA
2605
Aquire Wealth Advisors
Utah
$9K +$8.76K +19 New
SFA
2606
Semmax Financial Advisors
North Carolina
$8K
KCM
2607
KRS Capital Management
Michigan
$8K +$7.83K +17 New
PP
2608
PrairieView Partners
Minnesota
$7K
AF
2609
Arrow Financial
New York
$6K
CYG
2610
Clean Yield Group
Vermont
$6K
NC
2611
NewSquare Capital
Pennsylvania
$5K +$4.61K +10 New
GI
2612
GS Investments
Minnesota
$4K
CQS
2613
Credential Qtrade Securities
$3.81K +$3.69K +8 New
SFCL
2614
Strengthening Families & Communities LLC
Massachusetts
$1K +$15.7K +34 New
WIM
2615
Westside Investment Management
California
$13 +$461 +1 +4%
SMFG
2616
Sumitomo Mitsui Financial Group
Japan
-$275M -637,400 Closed
Schroder Investment Management Group
2617
Schroder Investment Management Group
United Kingdom
-$262M -608,704 Closed
BOS
2618
Bingham Osborn & Scarborough
California
-$219M -508,484 Closed
HF
2619
HRT Financial
New York
-$119M -275,782 Closed
FTUS
2620
Flow Traders U.S.
New York
-$51.8M -120,249 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
2621
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$48.3M -112,100 Closed
MA
2622
MCF Advisors
Kentucky
-$38.3M -88,808 Closed
VOYA Investment Management
2623
VOYA Investment Management
Georgia
-$34.6M -80,347 Closed
AIG
2624
American International Group
New York
-$33.7M -78,300 Closed
HMC
2625
Harvard Management Company
Massachusetts
-$28.2M -65,342 Closed