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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRC
1001
Bell Rock Capital
Delaware
$359K +$67.1K +270 +24%
GEA
1002
Glen Eagle Advisors
New Jersey
$359K +$277K +1,114 +1,185%
IC
1003
InterOcean Capital
Illinois
$354K +$1.49K +6 +0.4%
CCP
1004
Clough Capital Partners
Massachusetts
$354K +$348K +1,400 New
UWPG
1005
Ullmann Wealth Partners Group
Florida
$350K +$155K +623 +63%
PI
1006
PHH Investments
Texas
$346K -$201K -809 -37%
PAS
1007
Partnervest Advisory Services
California
$345K -$26.6K -107 -7%
HS
1008
Huntington Steele
Pennsylvania
$345K +$79.5K +320 +31%
MBTD
1009
Mechanics Bank - Trust Department
California
$342K -$30.3K -122 -8%
WIA
1010
Westbourne Investment Advisors
Maryland
$342K +$35.5K +143 +12%
AIS
1011
American Investment Services
Massachusetts
$341K
PO
1012
Private Ocean
California
$340K +$148K +597 +80%
GWS
1013
Glassman Wealth Services
Virginia
$339K -$24.8K -100 -7%
Fisher Asset Management
1014
Fisher Asset Management
Washington
$337K -$327K -1,316 -50%
CA
1015
Cortland Associates
Missouri
$334K
MBT
1016
Monroe Bank & Trust
Michigan
$334K
KCP
1017
KDI Capital Partners
North Carolina
$332K -$1.61M -6,497 -59%
VAM
1018
Verity Asset Management
North Carolina
$329K +$69.5K +280 +28%
SCM
1019
SOL Capital Management
Maryland
$328K -$296K -1,190 -48%
WDL
1020
Well Done LLC
Michigan
$328K -$2.98K -12 -0.9%
LCM
1021
Lucas Capital Management
New Jersey
$320K -$55.1K -222 -15%
CAL
1022
Capital Advisors Ltd
Ohio
$309K -$2.98K -12 -1%
MM
1023
Main Management
California
$308K
VST
1024
Van Strum & Towne
California
$305K
ANTB
1025
AMG National Trust Bank
Colorado
$304K