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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
551
Washington Trust
Rhode Island
$268K +$257K +1,442 New
JG
552
Jefferies Group
New York
$263K -$216K -1,211 -46%
CFA
553
Capstone Financial Advisors
Illinois
$262K +$251K +1,412 New
PAS
554
Partnervest Advisory Services
California
$261K +$20.3K +114 +9%
KFS
555
Kurt F. Somerville
$260K – – –
MBE
556
Michael B. Elefante
$260K – – –
WA
557
Waverly Advisors
Alabama
$258K +$1.25K +7 +0.5%
FWP
558
FAS Wealth Partners
Kansas
$256K +$245K +1,379 New
MC
559
Martin & Co
Tennessee
$255K -$13.3K -75 -5%
FLPIM
560
F.L. Putnam Investment Management
Massachusetts
$254K -$3.56K -20 -1%
FANJ
561
Financial Architects (New Jersey)
New Jersey
$252K +$242K +1,359 New
EVM
562
Eaton Vance Management
Massachusetts
$251K +$178 +1 +0.1%
TCOT
563
Trust Company of Toledo
Ohio
$249K +$239K +1,340 New
DDPIC
564
Deroy & Devereaux Private Investment Counsel
Michigan
$246K – – –
HRIA
565
Haberer Registered Investment Advisor
Ohio
$242K – – –
FBNAT
566
FirstMerit Bank N.A. Trustee
Ohio
$242K +$232K +1,303 New
WGCA
567
Wolf Group Capital Advisors
Virginia
$240K +$230K +1,292 New
FCB
568
First Citizens Bancorporation
South Carolina
$236K -$6.23K -35 -3%
CASB
569
Cape Ann Savings Bank
Massachusetts
$231K – – –
MM
570
Main Management
California
$226K – – –
BFO
571
Boston Family Office
Massachusetts
$225K – – –
BC
572
Barnett & Company
Tennessee
$224K +$215K +1,208 New
BCM
573
Birmingham Capital Management
Alabama
$223K -$28.5K -160 -12%
TC
574
Telemus Capital
Michigan
$222K -$3.56K -20 -2%
BFA
575
Bragg Financial Advisors
North Carolina
$222K +$213K +1,194 New