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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
851
Cabot Wealth Management
Massachusetts
$2.95M -$104K -359 -3%
Betterment LLC
852
Betterment LLC
New York
$2.93M +$110K +378 +4%
CPP
853
Crow Point Partners
Massachusetts
$2.9M -$574K -1,981 -17%
CG
854
Cynosure Group
Utah
$2.88M
STB
855
S&T Bank
Pennsylvania
$2.88M +$60.3K +208 +2%
BBPWM
856
Blue Bell Private Wealth Management
Pennsylvania
$2.87M -$192K -661 -6%
DBT
857
Dubuque Bank & Trust
Iowa
$2.87M +$1.5M +5,180 +114%
NSIM
858
North Star Investment Management
Illinois
$2.86M +$13.3K +46 +0.5%
WPC
859
Waters Parkerson & Co
Louisiana
$2.85M -$3.77K -13 -0.1%
AAM
860
Autus Asset Management
Arizona
$2.85M +$224K +773 +9%
AA
861
Advisory Alpha
Michigan
$2.84M +$448K +1,546 +19%
GVAG
862
Great Valley Advisor Group
Delaware
$2.84M +$243K +839 +10%
RVPG
863
Relative Value Partners Group
$2.83M +$10.4K +36 +0.4%
OCM
864
One Capital Management
California
$2.83M +$442K +1,525 +19%
JIC
865
Joel Isaacson & Co
New York
$2.81M +$6.67K +23 +0.2%
AIP
866
Ahrens Investment Partners
Louisiana
$2.8M +$45.2K +156 +2%
AWA
867
Alaska Wealth Advisors
Alaska
$2.78M
BO
868
BRR OpCo
Ohio
$2.78M -$26.4K -91 -1%
BW
869
Biegel & Waller
Maryland
$2.77M -$55.1K -190 -2%
MCIA
870
Mountain Capital Investment Advisors
Colorado
$2.77M +$833K +2,874 +44%
HPWM
871
Highland Private Wealth Management
Washington
$2.74M
STMM
872
South Texas Money Management
Texas
$2.74M +$1.03M +3,570 +62%
NWM
873
Northwest Wealth Management
Iowa
$2.71M -$86.1K -297 -3%
FWM
874
Foresight Wealth Management
Utah
$2.7M +$361K +1,246 +16%
RBC
875
Roble Belko & Company
Pennsylvania
$2.7M +$269K +927 +11%