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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
801
Personal Capital Advisors
California
$7.72M +$649K +1,822 +10%
TC
802
Telemus Capital
Michigan
$7.72M +$892K +2,506 +14%
FAIM
803
Financial Advocates Investment Management
Washington
$7.71M -$4.46M -12,526 -38%
BPC
804
Banque Pictet & Cie
Switzerland
$7.7M +$918K +2,580 +14%
NC
805
NovaPoint Capital
Georgia
$7.69M -$565K -1,588 -7%
NCM
806
Novare Capital Management
North Carolina
$7.67M +$283K +795 +4%
ATPW
807
Ashton Thomas Private Wealth
Arizona
$7.65M +$36K +101 +0.5%
Calamos Advisors
808
Calamos Advisors
Illinois
$7.6M -$52.3K -147 -0.7%
SDAM
809
Shulman DeMeo Asset Management
New York
$7.53M +$83.3K +234 +1%
GCM
810
Granby Capital Management
Florida
$7.51M +$7.12M +20,000 New
PFGIA
811
Patriot Financial Group Insurance Agency
Massachusetts
$7.46M +$119K +333 +2%
RWI
812
Red Wave Investments
Pennsylvania
$7.44M +$7.06M +19,827 New
FWP
813
Firethorn Wealth Partners
Georgia
$7.42M +$7.04M +19,776 New
FIM
814
Fernwood Investment Management
Massachusetts
$7.38M -$37K -104 -0.5%
DW
815
Domani Wealth
Pennsylvania
$7.33M +$35.2K +99 +0.5%
LA
816
Latitude Advisors
Florida
$7.31M +$6.93M +19,476 New
PGFC
817
Peapack-Gladstone Financial Corp
New Jersey
$7.3M +$3.31M +9,310 +92%
C
818
Certuity
Florida
$7.29M +$603K +1,695 +10%
HR
819
Howe & Rusling
New York
$7.28M -$1.82M -5,122 -21%
TCA
820
Transcend Capital Advisors
New Jersey
$7.24M +$1.37M +3,847 +25%
DSN
821
D. Scott Neal
Kentucky
$7.24M +$6.29M +17,658 +1,091%
GVAG
822
Great Valley Advisor Group
Delaware
$7.23M +$335K +940 +5%
VWM
823
Venturi Wealth Management
Texas
$7.2M +$399K +1,120 +6%
LWPC
824
Legacy Wealth Partners (California)
California
$7.15M +$1.12M +3,146 +20%
BOTW
825
Bank of the West
California
$7.15M +$1.64M +4,619 +32%