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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
476
Sunbelt Securities
Texas
$1.88M +$981 +5 +0.1%
FPTW
477
Franklin, Parlapiano, Turner & Welch
Texas
$1.88M
EWM
478
Evermay Wealth Management
Virginia
$1.87M +$872K +4,443 +97%
EAM
479
Evanson Asset Management
California
$1.86M +$43.2K +220 +2%
Calamos Advisors
480
Calamos Advisors
Illinois
$1.85M -$756K -3,853 -30%
DC
481
Davenport & Co
Virginia
$1.84M -$88.3K -450 -5%
JIP
482
Jaffetilchin Investment Partners
Florida
$1.83M -$178K -909 -9%
NCM
483
Novare Capital Management
North Carolina
$1.83M +$81.4K +415 +5%
CG
484
Caprock Group
Idaho
$1.83M +$1.74M +8,851 New
NSIM
485
North Star Investment Management
Illinois
$1.82M -$72K -367 -4%
PMFA
486
Plante Moran Financial Advisors
Michigan
$1.8M -$85.5K -436 -5%
AAM
487
Autus Asset Management
Arizona
$1.8M +$153K +782 +10%
HPWM
488
Highland Private Wealth Management
Washington
$1.76M +$67.3K +343 +4%
RFWA
489
RPg Family Wealth Advisory
Massachusetts
$1.75M +$1.33M +6,765 +392%
CLOS
490
Compagnie Lombard Odier SCmA
Switzerland
$1.73M +$883K +4,500 +117%
RVPG
491
Relative Value Partners Group
$1.69M +$5.49K +28 +0.3%
JIC
492
Joel Isaacson & Co
New York
$1.68M +$455K +2,320 +40%
CCM
493
Cohen Capital Management
California
$1.66M
SMH
494
Sanders Morris Harris
Texas
$1.65M +$1.57M +7,991 New
AIA
495
Avalon Investment & Advisory
Texas
$1.64M -$32.6M -166,293 -95%
RPGK
496
Retirement Planning Group (Kansas)
Kansas
$1.64M -$13.5K -69 -0.9%
LMGAM
497
Liberty Mutual Group Asset Management
Massachusetts
$1.64M +$1.55M +7,924 New
CMP
498
Courage Miller Partners
Virginia
$1.62M +$7.85K +40 +0.5%
MI
499
Montage Investments
Kansas
$1.62M +$483K +2,463 +46%
GW
500
GW & Wade
Massachusetts
$1.59M +$317K +1,614 +26%