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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
851
GHP Investment Advisors
Colorado
$748K +$1.74K +7 +0.2%
BO
852
Bank OZK
Arkansas
$745K -$54.1K -218 -7%
SWM
853
Segment Wealth Management
Texas
$742K +$1.74K +7 +0.2%
CNBT
854
Canandaigua National Bank & Trust
New York
$740K +$88.4K +356 +14%
BFG
855
Beacon Financial Group
Texas
$735K -$40.5K -163 -5%
FAM
856
Flaharty Asset Management
Florida
$735K +$714K +2,874 +95,800%
PP
857
Patten & Patten
Tennessee
$728K +$497 +2 +0.1%
KM
858
Kalos Management
Georgia
$727K +$3.23K +13 +0.5%
FEG
859
Financial Enhancement Group
Indiana
$727K +$21.6K +87 +3%
BPB
860
Badgley, Phelps & Bell
Washington
$725K +$130K +523 +22%
BIAS
861
Beacon Investment Advisory Services
New Jersey
$724K +$157K +632 +28%
CA
862
Corrado Advisors
New Jersey
$723K +$3.23K +13 +0.5%
AT
863
Arden Trust
Delaware
$713K +$25.8K +104 +4%
CCM
864
Carlson Capital Management
Minnesota
$707K -$10.7K -43 -2%
PCA
865
Personal Capital Advisors
California
$704K +$691K +2,784 New
BCM
866
Brookmont Capital Management
Texas
$703K +$79.7K +321 +13%
IWA
867
Intercontinental Wealth Advisors
Texas
$702K
BTNA
868
Bremer Trust National Association
Minnesota
$694K -$8.94K -36 -1%
LC
869
LCNB Corp
Ohio
$693K -$55.9K -225 -8%
CFA
870
Cahill Financial Advisors
Minnesota
$690K +$118K +475 +21%
RMDI
871
R.M. Davis Inc
Maine
$685K -$141K -568 -17%
ZCA
872
Zeke Capital Advisors
Pennsylvania
$685K
BTW
873
Boston Trust Walden
Massachusetts
$684K -$3.23K -13 -0.5%
DWM
874
Doyle Wealth Management
Florida
$684K -$1.99K -8 -0.3%
B
875
Bridgeworth
Alabama
$681K -$790K -3,183 -54%