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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
901
Rowland Carmichael Advisors
Arizona
$67K -$10.4K -50 -14%
WAS
902
Winch Advisory Services
Wisconsin
$65K +$209 +1 +0.3%
RWM
903
Raffa Wealth Management
District of Columbia
$63.1K – – –
SBL
904
Sargent Bickham Lagudis
Colorado
$62K -$39.6K -190 -39%
BGIM
905
Brandywine Global Investment Management
Pennsylvania
$55K – – –
VWM
906
Valley Wealth Managers
New Jersey
$55K +$54.2K +260 New
WAP
907
Wealthcare Advisory Partners
Pennsylvania
$51K +$50.3K +241 New
EWM
908
Edge Wealth Management
New York
$46K – – –
MCM
909
Manchester Capital Management
Vermont
$45K – – –
Victory Capital Management
910
Victory Capital Management
Texas
$45K +$44.2K +212 New
BIG
911
Bellwether Investment Group
Tennessee
$38K +$37.8K +181 New
NC
912
NewSquare Capital
Pennsylvania
$31K – – –
ATC
913
Adirondack Trust Company
New York
$25K +$24.8K +119 New
SFPM
914
Sensible Financial Planning & Management
Massachusetts
$23K – – –
AWM
915
AllSquare Wealth Management
New York
$21K – – –
AA
916
AlphaMark Advisors
Kentucky
$21K – – –
BAM
917
Barrett Asset Management
New York
$21K – – –
M
918
MOTCO
Texas
$21K – – –
AP
919
Atwood & Palmer
Missouri
$18K – – –
JCM
920
Jacobi Capital Management
Pennsylvania
$17K +$16.7K +80 New
TCM
921
Tradewinds Capital Management
Washington
$12K – – –
MAM
922
Meeder Asset Management
Ohio
$9K – – –
AFIA
923
America First Investment Advisors
Nebraska
$8K – – –
SF
924
Synovus Financial
Georgia
$6K – – –
VCM
925
Versant Capital Management
Arizona
$6K – – –