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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCG
3476
Financial Connections Group
California
$194K – – –
Loomis, Sayles & Company
3477
Loomis, Sayles & Company
Massachusetts
$188K +$124K +210 +191%
CICI
3478
Capital Investment Counsel Inc
North Carolina
$185K – – –
LWA
3479
Lowe Wealth Advisors
Maryland
$185K +$133K +224 +249%
PCWA
3480
Pacific Capital Wealth Advisors
California
$183K – – –
SFA
3481
Semmax Financial Advisors
North Carolina
$181K -$592 -1 -0.3%
BAM
3482
Bellevue Asset Management
Washington
$178K +$69.3K +117 +63%
EPW
3483
Evergreen Private Wealth
Colorado
$177K – – –
AWM
3484
Aberdeen Wealth Management
Illinois
$177K – – –
CFG
3485
Chapman Financial Group
Hawaii
$177K +$178K +300 New
AWM
3486
AllSquare Wealth Management
New York
$175K -$2.37K -4 -1%
GP
3487
Greenline Partners
New York
$174K -$100K -169 -36%
VAG
3488
VisionPoint Advisory Group
Texas
$173K +$7.1K +12 +4%
ACM
3489
Anfield Capital Management
California
$172K +$5.33K +9 +3%
MAM
3490
Morse Asset Management
Connecticut
$168K +$146K +246 +615%
SCA
3491
Stuart Chaussee & Associates
California
$166K – – –
DWM
3492
Darwin Wealth Management
Florida
$163K -$2.11M -3,560 -93%
CI
3493
Clal Insurance
Israel
$163K +$164K +277 New
MEG
3494
Millstone Evans Group
Colorado
$162K +$163K +275 New
PCTC
3495
Perkins Coie Trust Company
Washington
$161K – – –
HIIFS
3496
Harel Insurance Investments & Financial Services
Israel
$154K – – –
LFASL
3497
Lugano Financial Advisors SA (LFA)
Switzerland
$151K – – –
WWM
3498
Wolff Wiese Magana
California
$148K – – –
MFG
3499
Menard Financial Group
Texas
$148K +$149K +251 New
MIM
3500
Marshall Investment Management
Colorado
$148K +$152K +256 New