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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
576
LBA Wealth Management
Florida
$2.48M +$262K +1,120 +12%
LPT
577
Legacy Private Trust
Wisconsin
$2.47M -$725K -3,101 -23%
AEPG
578
American Economic Planning Group
New Jersey
$2.43M -$211K -903 -8%
FLPIM
579
F.L. Putnam Investment Management
Massachusetts
$2.42M +$665K +2,842 +39%
RMAM
580
Raab & Moskowitz Asset Management
New Jersey
$2.38M +$636K +2,720 +37%
RPG
581
Risk Paradigm Group
Texas
$2.36M -$1.37M -5,860 -37%
SHCM
582
Stokes & Hubbell Capital Management
Louisiana
$2.33M +$167K +712 +8%
PWM
583
Perigon Wealth Management
California
$2.33M -$28.5K -122 -1%
BC
584
Bartlett & Co
Ohio
$2.29M
FHA
585
Flagship Harbor Advisors
Massachusetts
$2.28M -$2.04M -8,731 -48%
FG
586
Fiduciary Group
Georgia
$2.27M -$197K -842 -8%
Chevy Chase Trust
587
Chevy Chase Trust
Maryland
$2.24M -$178K -759 -7%
WPC
588
Waters Parkerson & Co
Louisiana
$2.24M +$113K +484 +5%
KC
589
Kingfisher Capital
North Carolina
$2.22M +$755K +3,230 +53%
JWM
590
Jacobus Wealth Management
Wisconsin
$2.22M +$16.4K +70 +0.8%
NSIM
591
North Star Investment Management
Illinois
$2.21M +$7.02K +30 +0.3%
MBT
592
Montecito Bank & Trust
California
$2.2M -$144K -616 -6%
HT
593
HighTower Trust
Texas
$2.16M +$734K +3,138 +53%
FPTW
594
Franklin, Parlapiano, Turner & Welch
Texas
$2.15M
EVM
595
Eaton Vance Management
Massachusetts
$2.15M -$623K -2,663 -23%
SFG
596
SNS Financial Group
Minnesota
$2.14M +$951K +4,068 +82%
KCP
597
KDI Capital Partners
North Carolina
$2.13M +$658K +2,814 +46%
HWP
598
Hefty Wealth Partners
Indiana
$2.12M -$8.89K -38 -0.4%
BAAM
599
Baker Avenue Asset Management
California
$2.11M -$861K -3,683 -29%
NCM
600
Novare Capital Management
North Carolina
$2.1M -$7.02K -30 -0.3%