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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AT
801
Arden Trust
Delaware
$611K
PFA
802
Pure Financial Advisors
California
$611K +$21.8K +99 +4%
Luther King Capital Management (LKCM)
803
Luther King Capital Management (LKCM)
Texas
$610K -$286K -1,300 -32%
SBL
804
Sargent Bickham Lagudis
Colorado
$609K +$439K +1,999 +282%
CCM
805
Carlson Capital Management
Minnesota
$608K -$7.25K -33 -1%
GKWIM
806
Gerber Kawasaki Wealth & Investment Management
California
$607K +$347K +1,580 +141%
CDIA
807
Capital Directions Investment Advisors
Georgia
$606K
KIA
808
KCM Investment Advisors
California
$603K
LWM
809
Lenox Wealth Management
Ohio
$600K +$9.01K +41 +2%
BA
810
BKS Advisors
Michigan
$598K +$275K +1,249 +89%
LC
811
Lourd Capital
California
$594K
CPIG
812
Chicago Partners Investment Group
Illinois
$591K +$259K +1,177 +81%
ZF
813
Zhang Financial
Michigan
$590K -$125K -570 -18%
OI
814
Oakbrook Investments
Illinois
$589K +$576K +2,620 New
TCM
815
Traynor Capital Management
Pennsylvania
$584K +$10.3K +47 +2%
SFM
816
Signature Financial Management
Virginia
$583K -$371K -1,688 -39%
SLT
817
St Louis Trust
Missouri
$582K
BP
818
BBR Partners
New York
$580K +$566K +2,577 New
C
819
CFO4Life
Texas
$565K +$56K +255 +11%
PAMG
820
Patton Albertson Miller Group
Tennessee
$564K -$59.3K -270 -10%
SIA
821
Starfire Investment Advisers
Michigan
$559K +$879 +4 +0.2%
PCM
822
Pointe Capital Management
Michigan
$559K +$546K +2,483 New
VCP
823
Vista Capital Partners
Oregon
$552K +$199K +904 +58%
SFSG
824
Stearns Financial Services Group
North Carolina
$549K -$11.6K -53 -2%
FMW
825
Farr Miller & Washington
District of Columbia
$545K +$258K +1,176 +94%