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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
601
Kurt F. Somerville
$579K
EWM
602
Empirical Wealth Management
Washington
$575K +$149K +702 +34%
CDIA
603
Capital Directions Investment Advisors
Georgia
$573K -$80.7K -381 -12%
Zurich Cantonal Bank
604
Zurich Cantonal Bank
Switzerland
$570K +$582K +2,750 New
KIA
605
KCM Investment Advisors
California
$566K -$54.4K -257 -9%
LDB
606
Lee, Danner & Bass
Tennessee
$562K -$93.2K -440 -14%
SLAM
607
Swiss Life Asset Management
$559K
RP
608
Riverbridge Partners
Minnesota
$556K +$116K +548 +26%
EWM
609
Evermay Wealth Management
Virginia
$554K +$50.2K +237 +10%
CK
610
Carnick & Kubik
Colorado
$552K +$35.8K +169 +7%
CNC
611
Citizens & Northern Corp
Pennsylvania
$544K -$431K -2,038 -44%
RA
612
RFG Advisory
Alabama
$543K +$247K +1,168 +80%
BAS
613
Brown Advisory Securities
Maryland
$527K -$411K -1,939 -43%
PFO
614
Pathstone Family Office
New Jersey
$527K -$337K -1,593 -38%
WJA
615
Williams Jones & Associates
New York
$527K +$2.33K +11 +0.4%
DWA
616
Douglass Winthrop Advisors
New York
$516K
Thrivent Financial for Lutherans
617
Thrivent Financial for Lutherans
Minnesota
$514K -$22.2K -105 -4%
AWM
618
Affinity Wealth Management
Delaware
$508K +$33.5K +158 +7%
VC
619
Vestor Capital
Illinois
$504K -$10.6K -50 -2%
BFC
620
Blue Fin Capital
Rhode Island
$498K
KTC
621
Kistler-Tiffany Companies
Pennsylvania
$493K -$176K -832 -26%
HCM
622
HM Capital Management
Missouri
$492K -$101K -479 -17%
FIM
623
Frontier Investment Management
Texas
$487K -$834K -3,940 -63%
GP
624
Girard Partners
Pennsylvania
$481K -$66.7K -315 -12%
MHS
625
M Holdings Securities
Oregon
$480K -$42.3K -200 -8%