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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
651
Geode Capital Management
Massachusetts
$636K -$367K -1,872 Closed
RBC
652
Roble Belko & Company
Pennsylvania
$634K +$2.35K +12 +0.4%
Lido Advisors
653
Lido Advisors
California
$629K +$598K +3,046 New
CAM
654
Concorde Asset Management
Michigan
$628K -$941K -4,795 -61%
SHJ
655
Sharkey, Howes & Javer
Colorado
$620K +$174K +887 +42%
PG
656
Patten Group
Tennessee
$620K
MHS
657
M Holdings Securities
Oregon
$619K +$84.9K +433 +17%
LWM
658
Lenox Wealth Management
Ohio
$611K -$9.81K -50 -2%
IWA
659
Intercontinental Wealth Advisors
Texas
$609K -$79.5K -405 -12%
FWSM
660
First Wilshire Securities Management
California
$599K +$196K +1,000 +53%
AF
661
Allworth Financial
California
$592K -$128K -652 -19%
WPC
662
White Pine Capital
Minnesota
$589K +$61.8K +315 +12%
SFM
663
Signature Financial Management
Virginia
$585K
HCM
664
Horan Capital Management
Maryland
$582K -$138K -701 -20%
AIM
665
Arcadia Investment Management
Michigan
$582K +$246K +1,253 +80%
BBPWM
666
Blue Bell Private Wealth Management
Pennsylvania
$580K -$19.6K -100 -3%
LOT
667
Lombard Odier Transatlantic
Quebec, Canada
$579K
KFS
668
Kurt F. Somerville
$578K
CBOA
669
Commonwealth Bank of Australia
Australia
$569K -$119K -606 -18%
BRWA
670
B. Riley Wealth Advisors
Florida
$568K -$1.23M -6,262 -69%
BCM
671
Brookmont Capital Management
Texas
$565K -$250K -1,275 -32%
CA
672
Corrado Advisors
New Jersey
$565K +$6.47K +33 +1%
CCM
673
Carlson Capital Management
Minnesota
$559K +$13.9K +71 +3%
PFO
674
Pathstone Family Office
New Jersey
$559K +$140K +713 +36%
SLAM
675
Swiss Life Asset Management
$558K