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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
501
Bailard
California
$549K -$33.5K -175 -6%
CDIA
502
Capital Directions Investment Advisors
Georgia
$537K -$167K -873 -24%
CD
503
Carl Domino
Florida
$533K +$66.4K +347 +15%
AT
504
Arden Trust
Delaware
$531K
EK
505
Evensky & Katz
Florida
$521K -$6.7K -35 -1%
RWM
506
RKL Wealth Management
Pennsylvania
$520K +$574 +3 +0.1%
KIA
507
KCM Investment Advisors
California
$510K
CCT
508
Chemung Canal Trust
New York
$503K +$4.78K +25 +1%
DDPIC
509
Deroy & Devereaux Private Investment Counsel
Michigan
$502K +$488K +2,550 New
DBT
510
Dubuque Bank & Trust
Iowa
$501K
FHC
511
First Heartland Consultants
Missouri
$500K +$486K +2,539 New
HCM
512
HM Capital Management
Missouri
$490K -$91.7K -479 -16%
EWM
513
Evermay Wealth Management
Virginia
$479K
BPBT
514
Boston Private Bank & Trust
Massachusetts
$478K -$10.1K -53 -2%
SFM
515
Signature Financial Management
Virginia
$474K
TNB
516
Thomasville National Bank
Georgia
$472K -$15.1K -79 -3%
MCM
517
McRae Capital Management
New Jersey
$470K +$111K +580 +32%
BFC
518
Blue Fin Capital
Rhode Island
$469K
Thrivent Financial for Lutherans
519
Thrivent Financial for Lutherans
Minnesota
$465K +$14.4K +75 +3%
PA
520
Parkside Advisors
California
$459K -$72.5K -379 -14%
AWS
521
Aris Wealth Services
Pennsylvania
$452K -$957K -5,001 -69%
EVM
522
Eaton Vance Management
Massachusetts
$448K +$191 +1 +0%
CFB
523
Cullen/Frost Bankers
Texas
$447K +$23.7K +124 +6%
PGFC
524
Peapack-Gladstone Financial Corp
New Jersey
$442K -$1.91K -10 -0.4%
WGCA
525
Wolf Group Capital Advisors
Virginia
$440K +$99.5K +520 +30%