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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
301
Sheets Smith Wealth Management
North Carolina
$4.07M -$663K -3,330 -14%
MFS
302
MSI Financial Services
Massachusetts
$4.06M -$125K -626 -3%
HW
303
Hancock Whitney
Mississippi
$4.04M +$1.09M +5,461 +37%
BCM
304
Beck Capital Management
Texas
$4.03M +$494K +2,480 +14%
AllianceBernstein
305
AllianceBernstein
Tennessee
$3.98M +$1.9M +9,559 +91%
UOC
306
UBS O'Connor
Illinois
$3.87M +$2.08M +10,450 +115%
Chevy Chase Trust
307
Chevy Chase Trust
Maryland
$3.86M -$685K -3,440 -15%
QA
308
Quantitative Advantage
Minnesota
$3.81M -$569K -2,859 -13%
DWM
309
Destination Wealth Management
California
$3.8M -$1.08M -5,407 -22%
HC
310
Highmount Capital
New York
$3.79M +$358K +1,800 +10%
FWM
311
Focused Wealth Management
New York
$3.77M +$15.3K +77 +0.4%
SGK
312
Steigerwald Gordon & Koch
Virginia
$3.76M -$877K -4,408 -19%
CWM
313
Cabot Wealth Management
Massachusetts
$3.76M -$172K -862 -4%
RNS
314
Robert N. Shapiro
$3.64M -$89.4K -449 -2%
CTA
315
Colonial Trust Advisors
South Carolina
$3.63M -$16.5K -83 -0.5%
Stifel Financial
316
Stifel Financial
Missouri
$3.54M +$67.1K +337 +2%
DY
317
Dowling & Yahnke
California
$3.48M +$5.77K +29 +0.2%
PCA
318
Peddock Capital Advisors
Massachusetts
$3.47M -$178K -893 -5%
BKBG
319
BHF Kleinwort Benson Group
Belgium
$3.47M +$3.22M +16,201 +1,246%
BPC
320
Banque Pictet & Cie
Switzerland
$3.39M
WCWM
321
Wooster Corthell Wealth Management
Connecticut
$3.37M
GG
322
Gofen & Glossberg
Illinois
$3.34M -$597 -3 -0%
PSUF
323
People's United Financial
Connecticut
$3.27M +$749K +3,765 +30%
BO
324
BRR OpCo
Ohio
$3.26M +$476K +2,392 +17%
BAM
325
Boyar Asset Management
New York
$3.21M +$1.43M +7,198 +80%