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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBT
851
Montecito Bank & Trust
California
$11.7M +$231K +502 +2%
KW
852
KWB Wealth
California
$11.6M -$610K -1,323 -5%
BFEC
853
Benjamin F. Edwards & Company
Missouri
$11.6M +$309K +671 +3%
GFS
854
GYL Financial Synergies
Connecticut
$11.6M +$3.65M +7,922 +48%
PWM
855
Perigon Wealth Management
California
$11.5M +$1.58M +3,431 +17%
PNC
856
Park National Corp
Ohio
$11.5M -$431K -936 -4%
CA
857
Cornerstone Advisors
North Carolina
$11.4M -$9.22M -20,000 -45%
VHAM
858
Van Hulzen Asset Management
California
$11.4M -$87.6K -190 -0.8%
WDG
859
Wealth Dimensions Group
Ohio
$11.4M -$36.9K -80 -0.3%
Natixis Advisors
860
Natixis Advisors
Massachusetts
$11.4M +$6.08M +13,199 +124%
HNW
861
High Note Wealth
Minnesota
$11.4M -$113K -246 -1%
FC
862
Fusion Capital
South Carolina
$11.3M +$261K +566 +2%
FMBTD
863
First Midwest Bank Trust Division
Illinois
$11.3M -$1.62M -3,514 -13%
GLA
864
Good Life Advisors
Pennsylvania
$11.2M +$1.62M +3,526 +18%
PCA
865
Providence Capital Advisors
North Carolina
$11.2M +$44.7K +97 +0.4%
CCM
866
Canal Capital Management
Virginia
$11.2M -$647K -1,405 -6%
IMC Chicago
867
IMC Chicago
Illinois
$11.1M +$10.8M +23,367 New
LA
868
LVW Advisors
New York
$11.1M -$743K -1,612 -6%
DT
869
Diversified Trust
Tennessee
$11.1M +$1.33M +2,895 +14%
MSA
870
Mason Street Advisors
Wisconsin
$11.1M +$415K +900 +4%
AWA
871
Aletheian Wealth Advisors
Washington
$11.1M +$10.7M +23,271 New
COF
872
Capital One Financial
Virginia
$11.1M -$9.68K -21 -0.1%
MSA
873
McAlister Sweet & Associates
Texas
$11.1M +$10.7M +23,242 New
SS
874
Sunbelt Securities
Texas
$11.1M +$729K +1,582 +7%
PIMG
875
Patriot Investment Management Group
Tennessee
$11.1M -$167K -362 -2%