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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
426
Gupta Wealth Management
California
$2.08M +$2.08M +10,002 New
SS
427
Sunbelt Securities
Texas
$2.08M +$138K +662 +7%
EAM
428
Evanson Asset Management
California
$2.05M +$972K +4,678 +90%
CCM
429
Canal Capital Management
Virginia
$2.04M +$65.1K +313 +3%
NSIM
430
North Star Investment Management
Illinois
$2.03M +$16.4K +79 +0.8%
AAM
431
Aureus Asset Management
Massachusetts
$2.01M +$161K +773 +9%
FNT
432
First National Trust
Pennsylvania
$2M +$139K +667 +7%
TCM
433
Telos Capital Management
California
$2M +$16.6K +80 +0.8%
MFBTD
434
MB Financial Bank - Trust Department
Illinois
$1.99M -$862K -4,148 -30%
TNBTD
435
Trustmark National Bank Trust Department
Mississippi
$1.96M -$133K -638 -6%
NCM
436
Novare Capital Management
North Carolina
$1.92M -$17.5K -84 -0.9%
LFG
437
LifePlan Financial Group
Ohio
$1.92M -$570K -2,741 -23%
LNC
438
Lincoln National Corp
Pennsylvania
$1.89M -$614K -2,954 -25%
BWFM
439
Bridgewater Wealth & Financial Management
Maryland
$1.85M +$23.5K +113 +1%
3AM
440
3D Asset Management
Connecticut
$1.83M -$272K -1,310 -13%
ICAS
441
Investors Capital Advisory Services
Massachusetts
$1.83M -$31.8K -153 -2%
RCWMU
442
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.82M +$499K +2,400 +38%
PMFA
443
Plante Moran Financial Advisors
Michigan
$1.8M -$382K -1,838 -18%
FMBTD
444
First Midwest Bank Trust Division
Illinois
$1.76M +$66.5K +320 +4%
Robeco Institutional Asset Management
445
Robeco Institutional Asset Management
Netherlands
$1.75M -$179K -860 -9%
PHS
446
Pekin Hardy Strauss
Illinois
$1.74M +$29.9K +144 +2%
OCG
447
Opus Capital Group
Ohio
$1.74M -$3.12K -15 -0.2%
WCM
448
Windsor Capital Management
Arizona
$1.73M +$1.22M +5,857 +236%
AAM
449
Autus Asset Management
Arizona
$1.72M -$35.3K -170 -2%
RPGK
450
Retirement Planning Group (Kansas)
Kansas
$1.72M -$199K -955 -10%