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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SNT
626
Security National Trust
West Virginia
$793K
CLOS
627
Compagnie Lombard Odier SCmA
Switzerland
$788K +$103K +500 +15%
LS
628
Lattice Strategies
Pennsylvania
$769K -$108K -525 -12%
CL
629
CIM LLC
New York
$767K -$40.7K -197 -5%
SFG
630
Sage Financial Group
Pennsylvania
$764K +$771K +3,732 New
SI
631
Stephens Inc
Arkansas
$760K +$186K +900 +32%
RG
632
Rathbones Group
United Kingdom
$759K -$723K -3,500 -47%
JIR
633
James Investment Research
Ohio
$755K
PL
634
Parthenon LLC
Kentucky
$751K
GS
635
Girard Securities
California
$745K +$753K +3,643 New
EWA
636
Exencial Wealth Advisors
Oklahoma
$743K +$123K +596 +18%
Two Sigma Advisers
637
Two Sigma Advisers
New York
$738K -$5.6M -27,100 -88%
DIA
638
Denver Investment Advisors
Colorado
$729K +$150K +725 +26%
PPCM
639
Pillar Pacific Capital Management
California
$721K -$50.6K -245 -7%
HCM
640
Horan Capital Management
Maryland
$721K +$389K +1,882 +115%
AF
641
Allworth Financial
California
$721K +$595K +2,880 +451%
CA
642
Cambridge Associates
Massachusetts
$703K +$709K +3,430 New
EK
643
Evensky & Katz
Florida
$694K +$1.86K +9 +0.3%
BSW
644
Buckingham Strategic Wealth
Missouri
$694K +$11.6K +56 +2%
CBOA
645
Commonwealth Bank of Australia
Australia
$688K +$694K +3,360 New
IWA
646
Intercontinental Wealth Advisors
Texas
$686K +$692K +3,350 New
TF
647
Tompkins Financial
New York
$675K
SFSG
648
Stearns Financial Services Group
North Carolina
$672K -$31.4K -152 -4%
PAG
649
Pinnacle Advisory Group
Maryland
$672K +$11.4K +55 +2%
PFBT
650
Parkside Financial Bank & Trust
Missouri
$667K +$316K +1,529 +89%