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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
876
HM Capital Management
Missouri
$413K -$71.9K -327 -15%
RT
877
Rockland Trust
Massachusetts
$411K +$25.3K +115 +7%
RA
878
RFG Advisory
Alabama
$405K
NEPWA
879
New England Private Wealth Advisors
Massachusetts
$404K +$1.54K +7 +0.4%
LDB
880
Lee, Danner & Bass
Tennessee
$401K -$1.1K -5 -0.3%
Kovitz Investment Group Partners
881
Kovitz Investment Group Partners
Illinois
$400K -$87.9K -400 -18%
AIA
882
Armor Investment Advisors
North Carolina
$400K +$391K +1,780 New
MLL
883
Moody Lynn & Lieberson
Massachusetts
$399K
HCC
884
Hirtle Callaghan & Co
Pennsylvania
$396K -$5.43M -24,700 -93%
SEIA
885
Signature Estate & Investment Advisors
California
$396K +$125K +571 +48%
EP
886
Edgestream Partners
New Jersey
$394K +$109K +494 +39%
LPIC
887
LeJeune Puetz Investment Counsel
Michigan
$394K +$385K +1,752 New
OA
888
Outfitter Advisors
Virginia
$389K -$18.7K -85 -5%
CM
889
Capital Management
Virginia
$383K
IT
890
Independence Trust
Tennessee
$382K +$374K +1,700 New
AIM
891
Avity Investment Management
Connecticut
$376K -$4.4K -20 -1%
Jones Financial Companies
892
Jones Financial Companies
Missouri
$376K +$115K +521 +45%
AF
893
Allworth Financial
California
$373K -$276K -1,257 -43%
AF
894
Arrow Financial
New York
$370K -$11K -50 -3%
BTIS
895
BB&T Investment Services
North Carolina
$369K +$361K +1,641 New
CCP
896
Corient Capital Partners
California
$368K
MC
897
Mathes Company
New York
$366K
AMCA
898
Arthur M. Cohen & Associates
Illinois
$366K +$357K +1,625 New
WAM
899
Weatherly Asset Management
California
$365K
Thrivent Financial for Lutherans
900
Thrivent Financial for Lutherans
Minnesota
$364K -$62.4K -284 -15%