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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
726
Marietta Wealth Management
Georgia
$1.35M +$1.32M +5,331 New
ACI
727
Alpha Cubed Investments
California
$1.34M +$166K +668 +14%
SWM
728
Stockman Wealth Management
Montana
$1.34M +$1.32M +5,303 New
PFGIA
729
Patriot Financial Group Insurance Agency
Massachusetts
$1.32M +$210K +847 +20%
HCA
730
Horan Capital Advisors
Ohio
$1.32M -$210K -846 -14%
MCM
731
McRae Capital Management
New Jersey
$1.31M -$71.5K -288 -5%
William Blair & Company
732
William Blair & Company
Illinois
$1.31M -$9.57M -38,516 -88%
PWM
733
Perigon Wealth Management
California
$1.3M -$1.12M -4,497 -47%
EWM
734
Empirical Wealth Management
Washington
$1.3M -$32.3K -130 -2%
MS
735
Marshall & Sullivan
Washington
$1.29M
CCM
736
Covington Capital Management
California
$1.29M -$378K -1,521 -23%
FFA
737
First Foundation Advisors
California
$1.29M +$164K +659 +15%
PWAG
738
Polaris Wealth Advisory Group
California
$1.28M -$97.6K -393 -7%
LCM
739
Liberty Capital Management
Michigan
$1.27M +$1.07M +4,310 +700%
AMM
740
American Money Management
California
$1.27M -$5.46K -22 -0.4%
CCM
741
Colorado Capital Management
Colorado
$1.26M -$23.1K -93 -2%
SLAM
742
Swiss Life Asset Management
$1.26M
BJ
743
Brouwer & Janachowski
California
$1.25M -$5.71K -23 -0.5%
HB
744
Homrich & Berg
Georgia
$1.24M -$1.29M -5,194 -51%
HL
745
HeadInvest LLC
Maine
$1.24M -$6.21K -25 -0.5%
CIAS
746
Capital Investment Advisory Services
North Carolina
$1.24M +$206K +830 +20%
DPI
747
Diversified Portfolios Inc
Michigan
$1.24M +$100K +403 +9%
CL
748
CIM LLC
New York
$1.24M -$21.1K -85 -2%
PGFC
749
Peapack-Gladstone Financial Corp
New Jersey
$1.23M
AP
750
Appleton Partners
Massachusetts
$1.21M -$68.5K -276 -5%