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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
Avior Wealth Management
Nebraska
$110K +$55.5K +279 +102%
FHA
652
First Horizon Advisors
Tennessee
$98K -$2.39K -12 -2%
FANJ
653
Financial Architects (New Jersey)
New Jersey
$96K
WC
654
Whitnell & Co
Illinois
$96K
WAS
655
Winch Advisory Services
Wisconsin
$95K +$199 +1 +0.2%
TCM
656
TD Capital Management
Tennessee
$94K -$54.9K -276 -37%
ACS
657
Archford Capital Strategies
Illinois
$93K +$59.5K +299 +178%
QAM
658
QCI Asset Management
New York
$88K
CAW
659
Cornerstone Advisors (Washington)
Washington
$82K
AA
660
AlphaMark Advisors
Kentucky
$79K -$59.7K -300 -43%
1832 Asset Management
661
1832 Asset Management
Ontario, Canada
$69K
SAM
662
Shamrock Asset Management
Texas
$68K -$671K -3,373 -91%
IPC
663
Independent Portfolio Consultants
Florida
$68K +$48.8K +245 +245%
EIM
664
Emerson Investment Management
Massachusetts
$61K +$61.7K +310 New
BOK
665
Bank of Kentucky
Kentucky
$59K
VCM
666
Vigilant Capital Management
Maine
$59K
RWM
667
Raffa Wealth Management
District of Columbia
$55.5K
MOACM
668
Mutual of America Capital Management
New York
$53K +$53.5K +269 New
HDIM
669
Hanson & Doremus Investment Management
Vermont
$50K
1IC
670
1919 Investment Counsel
Maryland
$47K
MIM
671
Macroview Investment Management
Maryland
$36K
PVH
672
Psagot Value Holdings
Israel
$34K
EMA
673
Efficient Market Advisors
California
$33K -$5.97K -30 -15%
MAM
674
Mizuho Asset Management
Japan
$30K -$1.59K -8 -5%
CAL
675
Capital Advisors Ltd
Ohio
$30K