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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
376
King Wealth Management Group
Florida
$4.13M +$467K +2,261 +13%
MFW
377
Meristem Family Wealth
Minnesota
$4.09M +$274K +1,325 +7%
SGK
378
Steigerwald Gordon & Koch
Virginia
$4.07M -$40.5K -196 -1%
GIM
379
Goelzer Investment Management
Indiana
$3.96M +$2.34M +11,324 +141%
PTC
380
Private Trust Company
Ohio
$3.95M +$191K +926 +5%
PWLP
381
Prio Wealth Limited Partnership
Massachusetts
$3.92M -$247K -1,195 -6%
QCMC
382
Quantum Capital Management (California)
California
$3.91M +$3.95M +19,100 New
KL
383
KWMG LLC
Kansas
$3.91M -$9.92K -48 -0.3%
BFA
384
Beaumont Financial Advisors
Massachusetts
$3.86M -$237K -1,148 -6%
CNC
385
Citizens & Northern Corp
Pennsylvania
$3.86M -$106K -512 -3%
FIB
386
First Interstate Bank
Montana
$3.84M -$36.1K -175 -0.9%
William Blair & Company
387
William Blair & Company
Illinois
$3.82M +$144K +697 +4%
TAM
388
Todd Asset Management
Kentucky
$3.81M -$95K -460 -2%
SFM
389
Signet Financial Management
New Jersey
$3.78M -$78.9K -382 -2%
BAAM
390
Baker Avenue Asset Management
California
$3.76M -$667K -3,227 -15%
MA
391
MCF Advisors
Kentucky
$3.75M +$1.45M +7,023 +62%
FC
392
Financial Consulate
Maryland
$3.73M +$821K +3,976 +28%
WA
393
WealthTrust-Arizona
Arizona
$3.71M -$54.3K -263 -1%
FCI
394
Financial Counselors Inc
Kansas
$3.7M +$829K +4,013 +29%
ACP
395
Arcus Capital Partners
Georgia
$3.7M +$3.73M +18,042 New
VNIM
396
Vaughan Nelson Investment Management
Texas
$3.67M +$646K +3,125 +21%
VC
397
Vestor Capital
Illinois
$3.64M +$3.24M +15,661 +739%
RIA
398
Regal Investment Advisors
Michigan
$3.63M +$647K +3,133 +21%
AIS
399
Accurate Investment Solutions
Pennsylvania
$3.63M +$3.65M +17,692 New
ICAS
400
Investors Capital Advisory Services
Massachusetts
$3.59M -$144K -697 -4%