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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
676
Cypress Capital Group
Florida
$328K +$22K +108 +7%
CPIG
677
Chicago Partners Investment Group
Illinois
$326K +$1.02K +5 +0.3%
WEC
678
Winslow Evans & Crocker
Massachusetts
$326K +$144K +706 +72%
PAS
679
Partnervest Advisory Services
California
$323K +$33.5K +164 +11%
WT
680
Washington Trust
Rhode Island
$318K -$112K -550 -25%
HCM
681
Horan Capital Management
Maryland
$315K -$1.02K -5 -0.3%
HSA
682
HBK Sorce Advisory
Pennsylvania
$314K +$24.1K +118 +8%
QC
683
QCM Cayman
Texas
$314K +$332K +1,627 New
BHBT
684
Burke & Herbert Bank & Trust
Virginia
$306K
FDCC
685
Foster Dykema Cabot & Co
Massachusetts
$303K
FLPIM
686
F.L. Putnam Investment Management
Massachusetts
$303K +$40.8K +200 +15%
RT
687
Rockland Trust
Massachusetts
$302K +$612 +3 +0.2%
FHC
688
First Heartland Consultants
Missouri
$302K +$94.9K +465 +42%
HHGA
689
Halbert Hargrove Global Advisors
California
$301K +$319K +1,562 New
CCT
690
Capital City Trust
Florida
$296K
CIC
691
Cornercap Investment Counsel
Georgia
$296K
PA
692
Paracle Advisors
Washington
$294K
Koshinski Asset Management
693
Koshinski Asset Management
Illinois
$292K +$288K +1,410 New
CAM
694
Carret Asset Management
New York
$290K
Fayez Sarofim & Co
695
Fayez Sarofim & Co
Texas
$289K -$15.9M -77,700 -98%
HCM
696
Harvey Capital Management
Florida
$289K
WGCA
697
Wolf Group Capital Advisors
Virginia
$289K +$49.6K +243 +13%
FBA
698
Front Barnett Associates
Illinois
$288K
1SB
699
1ST Source Bank
Indiana
$285K +$70.2K +344 +30%
CCG
700
Chatham Capital Group
Georgia
$284K