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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
326
Cobiz Wealth
Colorado
$6.21M -$846K -4,094 -12%
SC
327
Savant Capital
Illinois
$6.16M +$80.8K +391 +1%
CA
328
Cornerstone Advisors
North Carolina
$6.15M -$1.24M -6,000 -17%
ST
329
Sageworth Trust
Pennsylvania
$6.13M -$18K -87 -0.3%
WB
330
Webster Bank
Connecticut
$6.08M -$207K -1,000 -3%
FA
331
FCG Advisors
New Jersey
$6.07M +$512K +2,477 +9%
PSUF
332
People's United Financial
Connecticut
$6.07M +$972K +4,706 +19%
LGWM
333
Litman Gregory Wealth Management
California
$6.06M +$6.11M +29,573 New
CB
334
Chemical Bank
Michigan
$6.01M -$263K -1,272 -4%
OCM
335
Oakwood Capital Management
California
$5.82M +$2.9M +14,036 +98%
JFG
336
JMG Financial Group
Illinois
$5.77M +$19.8K +96 +0.3%
CTC
337
Central Trust Company
Missouri
$5.77M -$1.18M -5,690 -17%
HW
338
Hancock Whitney
Mississippi
$5.75M +$2.72M +13,154 +88%
LFR
339
Lehman Financial Resources
Pennsylvania
$5.74M +$5.78M +28,000 New
NCM
340
Narwhal Capital Management
Georgia
$5.7M +$137K +665 +2%
FCT
341
Family Capital Trust
Massachusetts
$5.62M -$5.11M -24,747 -47%
MC
342
Miles Capital
Iowa
$5.59M -$103K -501 -2%
BCI
343
Brinker Capital Investments
Pennsylvania
$5.53M -$3.02M -14,608 -35%
CWA
344
Cypress Wealth Advisors
California
$5.5M +$55.4K +268 +1%
PCM
345
Parsons Capital Management
Rhode Island
$5.5M +$626K +3,028 +13%
CWM
346
Concert Wealth Management
California
$5.35M -$2.08M -10,049 -28%
LA
347
Lynch & Associates
Indiana
$5.33M +$207K +1,003 +4%
HA
348
Harfst & Associates
Wyoming
$5.18M +$60.7K +294 +1%
CAM
349
Congress Asset Management
Massachusetts
$5.15M +$5.19M +25,126 New
OCM
350
One Capital Management
California
$5.12M -$82.2K -398 -2%