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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1051
Jones Financial Companies
Missouri
$229K – – –
OBWP
1052
O'Brien Wealth Partners
Massachusetts
$229K +$227K +942 New
BB
1053
Busey Bank
Illinois
$228K – – –
CSIC
1054
Clifford Swan Investment Counsel
California
$227K – – –
CCMD
1055
Cypress Capital Management (Delaware)
Delaware
$227K +$225K +932 New
RFWA
1056
RPg Family Wealth Advisory
Massachusetts
$226K -$284K -1,175 -56%
WA
1057
WealthTrust Axiom
Pennsylvania
$224K – – –
Members Trust
1058
Members Trust
Florida
$223K -$1.93K -8 -0.9%
ECAM
1059
East Coast Asset Management
Massachusetts
$222K +$764K +3,168 New
EAM
1060
Eagle Asset Management
Florida
$221K +$220K +910 New
BFO
1061
Boston Family Office
Massachusetts
$220K -$59.8K -248 -22%
CAW
1062
Cornerstone Advisors (Washington)
Washington
$220K – – –
FBA
1063
Front Barnett Associates
Illinois
$220K – – –
RC
1064
Randolph Company
Ohio
$220K +$218K +905 New
FFWA
1065
FRG Family Wealth Advisors
Washington
$219K – – –
BIG
1066
Bellwether Investment Group
Tennessee
$218K – – –
IC
1067
Investment Counsel
Michigan
$217K – – –
FANJ
1068
Financial Architects (New Jersey)
New Jersey
$213K -$26.8K -111 -11%
DCM
1069
Donaldson Capital Management
Indiana
$212K +$210K +871 New
AC
1070
Alexandria Capital
Virginia
$211K +$965 +4 +0.5%
I2I
1071
Insight 2811 Inc
Illinois
$209K -$15.9K -66 -7%
OPCM
1072
Osborne Partners Capital Management
California
$209K +$207K +857 New
CWM
1073
Circle Wealth Management
New Jersey
$208K – – –
CG
1074
CFO4Life Group
Texas
$205K -$433K -1,794 -68%
KFA
1075
Kays Financial Advisory
Georgia
$203K +$202K +837 New