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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
901
Sharkey, Howes & Javer
Colorado
$608K +$3.73K +15 +0.6%
HCM
902
Harvey Capital Management
Florida
$606K
PMG
903
ProVise Management Group
Florida
$599K +$1.49K +6 +0.3%
BPCA
904
Bank Pictet & Cie (Asia)
Singapore
$595K
BCM
905
BTR Capital Management
California
$594K
BRWA
906
B. Riley Wealth Advisors
Florida
$591K +$237K +954 +69%
TCM
907
Tufton Capital Management
Maryland
$591K +$580K +2,336 New
AWM
908
Affinity Wealth Management
Delaware
$590K +$44K +177 +8%
APCM
909
Alaska Permanent Capital Management
Alaska
$586K
LC
910
Lourd Capital
California
$586K
PFBT
911
Parkside Financial Bank & Trust
Missouri
$585K +$248 +1 +0%
1SB
912
1ST Source Bank
Indiana
$580K -$13.4K -54 -2%
TH
913
TCTC Holdings
Texas
$579K
Luther King Capital Management (LKCM)
914
Luther King Capital Management (LKCM)
Texas
$577K
CNC
915
Citizens & Northern Corp
Pennsylvania
$573K
LA
916
Leonetti & Associates
Illinois
$566K +$13.9K +56 +3%
FNBOO
917
First National Bank of Omaha
Nebraska
$564K
CFB
918
Cullen/Frost Bankers
Texas
$562K -$204K -821 -27%
AB
919
Atlas Brown
Kentucky
$559K +$193K +779 +55%
FWIA
920
Fort Washington Investment Advisors
Ohio
$552K +$497 +2 +0.1%
IFAM
921
Institutional & Family Asset Management
Colorado
$550K +$137K +551 +34%
GAM
922
Gemmer Asset Management
California
$544K -$7.45K -30 -1%
LWM
923
Lenox Wealth Management
Ohio
$539K +$38K +153 +8%
WAM
924
Weatherly Asset Management
California
$532K +$111K +448 +27%
KWM
925
Kingsview Wealth Management
Oregon
$529K +$31.5K +127 +6%