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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
751
PVG Asset Management
Colorado
$3.63M -$4.86M -17,912 -55%
WP
752
WMS Partners
Maryland
$3.63M -$874K -3,217 -18%
WCM
753
Wealthcare Capital Management
Virginia
$3.61M +$66.8K +246 +2%
NPP
754
New Potomac Partners
Maryland
$3.6M +$85K +313 +2%
TFCP
755
Twin Focus Capital Partners
Massachusetts
$3.6M -$137K -503 -3%
GWMIA
756
Global Wealth Management Investment Advisory
Florida
$3.6M +$3.88M +14,288 New
MBT
757
Montecito Bank & Trust
California
$3.56M +$1.21M +4,458 +46%
CA
758
Cumberland Advisors
Florida
$3.56M +$3.85M +14,170 New
MWC
759
MBM Wealth Consultants
Missouri
$3.56M +$3.84M +14,152 New
CFG
760
Cooper Financial Group
California
$3.54M +$3.82M +14,058 New
SP
761
SWS Partners
Ohio
$3.52M +$629K +2,318 +20%
SFM
762
Signet Financial Management
New Jersey
$3.47M -$59.7K -220 -2%
SS
763
Sunbelt Securities
Texas
$3.46M -$45.1K -166 -1%
TVAMP
764
Tennessee Valley Asset Management Partners
Tennessee
$3.46M +$3.73M +13,742 New
BFG
765
Barber Financial Group
Kansas
$3.46M +$111K +410 +3%
WPSG
766
Wealth & Pension Services Group
Georgia
$3.44M +$149K +549 +4%
CIC
767
Carnegie Investment Counsel
Ohio
$3.42M -$237K -873 -6%
RMAM
768
Raab & Moskowitz Asset Management
New Jersey
$3.4M +$171K +631 +5%
NAM
769
NorthCoast Asset Management
Connecticut
$3.38M -$53.1M -195,707 -94%
TC
770
Trust Company
Kansas
$3.38M -$170K -625 -4%
CBFP
771
Cedar Brook Financial Partners
Ohio
$3.37M +$3.63M +13,382 New
JHCP
772
Jackson Hole Capital Partners
Oklahoma
$3.35M +$3.62M +13,312 New
HR
773
Howe & Rusling
New York
$3.34M +$3.48M +12,826 +2,962%
BA
774
Bristlecone Advisors
Washington
$3.32M -$248K -913 -6%
FFS
775
Founders Financial Securities
Maryland
$3.32M +$79K +291 +2%