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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
726
Evensky & Katz
Florida
$894K +$57.6K +262 +7%
AIM
727
Arcadia Investment Management
Michigan
$890K +$187K +851 +27%
Cetera Investment Advisers
728
Cetera Investment Advisers
Illinois
$888K +$149K +680 +21%
BBPWM
729
Blue Bell Private Wealth Management
Pennsylvania
$880K +$125K +567 +17%
ABC
730
Associated Banc-Corp
Wisconsin
$873K -$64.8K -295 -7%
FPCG
731
Fort Pitt Capital Group
Pennsylvania
$864K +$1.1K +5 +0.1%
FWSM
732
First Wilshire Securities Management
California
$861K +$137K +625 +20%
MG
733
McCutchen Group
Washington
$844K -$47K -214 -5%
LFG
734
LifePlan Financial Group
Ohio
$843K +$396K +1,801 +93%
KBFS
735
Kohmann Bosshard Financial Services
Ohio
$840K +$800K +3,639 New
PFBT
736
Parkside Financial Bank & Trust
Missouri
$839K +$22K +100 +3%
AUB
737
Atlantic Union Bankshares
Virginia
$838K -$141K -643 -15%
PL
738
Parthenon LLC
Kentucky
$830K +$5.05K +23 +0.6%
CRC
739
Curi RMB Capital
Illinois
$825K +$105K +476 +15%
HHGA
740
Halbert Hargrove Global Advisors
California
$820K
IC
741
Iconiq Capital
California
$816K +$24.8K +113 +3%
CD
742
Carl Domino
Florida
$816K +$411K +1,870 +107%
Legal & General Group
743
Legal & General Group
United Kingdom
$815K -$91K -414 -10%
CFB
744
Cullen/Frost Bankers
Texas
$814K +$64.4K +293 +9%
SWM
745
SVA Wealth Management
Wisconsin
$813K +$15.2K +69 +2%
NFG
746
Nations Financial Group
Iowa
$812K -$98.9K -450 -11%
PFPT
747
Pinnacle Financial Partners (Tennessee)
Tennessee
$811K -$278K -1,264 -26%
DBT
748
Dubuque Bank & Trust
Iowa
$811K -$6.15K -28 -0.8%
Koshinski Asset Management
749
Koshinski Asset Management
Illinois
$811K +$293K +1,333 +59%
PFGIA
750
Patriot Financial Group Insurance Agency
Massachusetts
$811K +$782K +3,557 New