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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
2601
TAP Consulting
Missouri
$13K +$12.4K +27 New
IAG
2602
Investmark Advisory Group
Connecticut
$13K +$12.9K +28 New
HCM
2603
Highlander Capital Management
New Jersey
$12K – – –
RP
2604
Rice Partnership
Hawaii
$12K +$12K +26 New
TSW
2605
Thompson Siegel & Walmsley
Virginia
$10K +$10.1K +22 New
FA
2606
Fortis Advisors
Pennsylvania
$9K +$8.29K +18 New
SC
2607
Schubert & Co
Texas
$9K +$8.29K +18 New
AWA
2608
Aquire Wealth Advisors
Utah
$9K +$8.76K +19 New
SFA
2609
Semmax Financial Advisors
North Carolina
$8K – – –
KCM
2610
KRS Capital Management
Michigan
$8K +$7.83K +17 New
PP
2611
PrairieView Partners
Minnesota
$7K – – –
AF
2612
Arrow Financial
New York
$6K – – –
CYG
2613
Clean Yield Group
Vermont
$6K – – –
NC
2614
NewSquare Capital
Pennsylvania
$5K +$4.61K +10 New
GI
2615
GS Investments
Minnesota
$4K – – –
CQS
2616
Credential Qtrade Securities
$3.81K +$3.69K +8 New
SFCL
2617
Strengthening Families & Communities LLC
Massachusetts
$1K +$15.7K +34 New
WIM
2618
Westside Investment Management
California
$13 +$461 +1 +4%
SMFG
2619
Sumitomo Mitsui Financial Group
Japan
– -$275M -637,400 Closed
Schroder Investment Management Group
2620
Schroder Investment Management Group
United Kingdom
– -$262M -608,704 Closed
BOS
2621
Bingham Osborn & Scarborough
California
– -$219M -508,484 Closed
HF
2622
HRT Financial
New York
– -$119M -275,782 Closed
FTUS
2623
Flow Traders U.S.
New York
– -$51.8M -120,249 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
2624
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$48.3M -112,100 Closed
MA
2625
MCF Advisors
Kentucky
– -$38.3M -88,808 Closed