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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
451
Brookmont Capital Management
Texas
$687K -$2.67K -15 -0.4%
CRC
452
Curi RMB Capital
Illinois
$685K
JIR
453
James Investment Research
Ohio
$684K
PWM
454
ParenteBeard Wealth Management
Pennsylvania
$677K +$39.7K +223 +7%
HAIM
455
Hunter Associates Investment Management
Pennsylvania
$667K
TCOV
456
Trust Company of Vermont
Vermont
$667K +$1.78K +10 +0.3%
EWA
457
Exencial Wealth Advisors
Oklahoma
$657K -$13.2K -74 -2%
Robeco Institutional Asset Management
458
Robeco Institutional Asset Management
Netherlands
$650K -$593K -3,332 -49%
AAM
459
Aureus Asset Management
Massachusetts
$650K -$34.7K -195 -5%
SNT
460
Security National Trust
West Virginia
$650K
PA
461
Parkside Advisors
California
$639K +$613K +3,441 New
AT
462
Arden Trust
Delaware
$638K +$611K +3,435 New
BSW
463
Buckingham Strategic Wealth
Missouri
$633K -$135K -761 -18%
PIA
464
Peachtree Investment Advisors
Georgia
$625K +$599K +3,365 New
SCA
465
Stonebridge Capital Advisors
Minnesota
$623K +$597K +3,354 New
AIM
466
Aspen Investment Management
Michigan
$617K +$592K +3,326 New
BAS
467
Brown Advisory Securities
Maryland
$616K +$68K +382 +13%
WSA
468
Willow Street Advisors
Florida
$610K +$26.7K +150 +5%
SWM
469
SVA Wealth Management
Wisconsin
$609K +$584K +3,281 New
KTC
470
Kistler-Tiffany Companies
Pennsylvania
$607K -$2.14K -12 -0.4%
HCM
471
HM Capital Management
Missouri
$590K +$8.9K +50 +2%
UR
472
USCA RIA
Texas
$587K +$21.7K +122 +4%
CBN
473
Cadence Bank NA
Texas
$580K +$148K +834 +36%
FGP
474
Foyston, Gordon, & Payne
Ontario, Canada
$576K
FAAM
475
First Allied Asset Management
California
$566K +$544K +3,057 New