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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
701
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.17M -$674K -2,200 -8%
SFG
702
Sunburst Financial Group
Alabama
$6.17M -$137K -448 -2%
TWP
703
TFO Wealth Partners
Ohio
$6.16M +$49K +160 +0.7%
PNC
704
Park National Corp
Ohio
$6.13M +$44.4K +145 +0.6%
BCM
705
Birmingham Capital Management
Alabama
$6.12M +$7.25M +23,665 New
GRP
706
Global Retirement Partners
California
$6.03M +$215K +703 +3%
WJWM
707
Williams Jones Wealth Management
New York
$6.03M +$383K +1,249 +6%
SFA
708
Sequoia Financial Advisors
Ohio
$6.02M +$679K +2,217 +11%
Cetera Investment Advisers
709
Cetera Investment Advisers
Illinois
$6.01M +$740K +2,416 +12%
CTA
710
Chesley Taft & Associates
Illinois
$6M +$594K +1,939 +9%
CIP
711
Capital Insight Partners
Arizona
$5.97M +$117K +382 +2%
WP
712
WealthPLAN Partners
Nebraska
$5.97M +$125K +408 +2%
CSM
713
CAMG Solamere Management
North Carolina
$5.96M -$513K -1,674 -7%
DIM
714
Delta Investment Management
California
$5.9M -$3.82M -12,455 -35%
BOS
715
Bank of Stockton
California
$5.88M +$530K +1,730 +8%
TPWA
716
TRUE Private Wealth Advisors
Oregon
$5.87M -$1.3M -4,236 -16%
DT
717
Diversified Trust
Tennessee
$5.87M +$183K +598 +3%
NP
718
NorthRock Partners
Minnesota
$5.86M -$4.34M -14,176 -38%
FFG
719
Frisch Financial Group
New York
$5.86M +$6.64M +21,654 +2,123%
BUB
720
BBVA USA Bancshares
Texas
$5.81M -$8.69M -28,357 -56%
FCA
721
FinTrust Capital Advisors
South Carolina
$5.73M +$3.16M +10,316 +87%
FC
722
Fusion Capital
South Carolina
$5.71M -$402K -1,313 -6%
NNP
723
Nachman Norwood & Parrott
South Carolina
$5.69M +$2.14M +6,984 +47%
LIM
724
Leavell Investment Management
Alabama
$5.65M -$109K -355 -2%
TI
725
Truepoint Inc
Ohio
$5.63M +$684K +2,233 +11%