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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MM
776
Meridian Management
Arkansas
$423K
LFG
777
LifePlan Financial Group
Ohio
$423K +$24.6K +113 +6%
BCP
778
Berkeley Capital Partners
Georgia
$421K +$23.3K +107 +6%
SCM
779
Southport Capital Management
Tennessee
$416K +$138K +636 +50%
OSNBOA
780
Old Second National Bank of Aurora
Illinois
$413K
WEC
781
Winslow Evans & Crocker
Massachusetts
$411K
Thrivent Financial for Lutherans
782
Thrivent Financial for Lutherans
Minnesota
$406K -$30.7K -141 -7%
RA
783
RFG Advisory
Alabama
$406K
BPB
784
Badgley, Phelps & Bell
Washington
$400K -$21.5K -99 -5%
1SB
785
1ST Source Bank
Indiana
$397K +$1.96K +9 +0.5%
OA
786
Outfitter Advisors
Virginia
$395K
VCM
787
Violich Capital Management
California
$395K
NEPWA
788
New England Private Wealth Advisors
Massachusetts
$391K +$389K +1,790 New
LDB
789
Lee, Danner & Bass
Tennessee
$389K -$2.17K -10 -0.6%
OWM
790
Orgel Wealth Management
Wisconsin
$389K
MLL
791
Moody Lynn & Lieberson
Massachusetts
$386K
BPCA
792
Bank Pictet & Cie (Asia)
Singapore
$384K +$383K +1,763 New
CD
793
Carl Domino
Florida
$379K -$219K -1,008 -36%
EWM
794
Endurance Wealth Management
Rhode Island
$378K +$31.5K +145 +9%
RT
795
Rockland Trust
Massachusetts
$372K -$60.9K -280 -14%
CM
796
Capital Management
Virginia
$370K
AF
797
Arrow Financial
New York
$369K -$2.17K -10 -0.6%
PIM
798
Parasol Investment Management
Illinois
$367K -$18.5K -85 -5%
AIM
799
Avity Investment Management
Connecticut
$367K +$368K +1,690 New
CCP
800
Corient Capital Partners
California
$356K +$356K +1,637 New