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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1051
Altium Wealth Management
New York
$588K +$222K +807 +57%
TCCM
1052
Timber Creek Capital Management
Massachusetts
$587K -$17.9K -65 -3%
JWA
1053
JFS Wealth Advisors
Pennsylvania
$586K +$160K +582 +36%
CAS
1054
Cue Advisory Services
Arizona
$583K +$90.8K +330 +18%
HPC
1055
Hobart Private Capital
North Carolina
$580K -$367K -1,335 -38%
PAS
1056
Partnervest Advisory Services
California
$580K +$88.3K +321 +17%
LJHT
1057
Laurie J. Hall Trustee
$575K -$136K -495 -19%
GAM
1058
Gemmer Asset Management
California
$575K +$1.38K +5 +0.2%
LA
1059
Leonetti & Associates
Illinois
$568K -$4.67K -17 -0.8%
FAM
1060
Flaharty Asset Management
Florida
$568K +$91.6K +333 +18%
MWM
1061
Mission Wealth Management
California
$567K
RMDI
1062
R.M. Davis Inc
Maine
$564K -$161K -585 -22%
KCM
1063
Kornitzer Capital Management
Kansas
$564K
LPIC
1064
LeJeune Puetz Investment Counsel
Michigan
$560K +$550 +2 +0.1%
HTC
1065
Haverford Trust Company
Pennsylvania
$558K +$19K +69 +3%
MBA
1066
McQueen Ball & Associates
Pennsylvania
$558K +$578K +2,102 New
SIS
1067
Sound Income Strategies
Florida
$554K +$437K +1,588 +319%
CC
1068
Callan Capital
California
$552K
SGAM
1069
Steinberg Global Asset Management
Florida
$550K
AIM
1070
Arcadia Investment Management
Michigan
$548K +$40.2K +146 +8%
Invesco
1071
Invesco
Georgia
$545K -$755K -2,745 -57%
RHBC
1072
R.H. Bluestein & Co
Michigan
$545K -$550K -2,000 -49%
WAM
1073
Weatherly Asset Management
California
$545K -$8.25K -30 -1%
BW
1074
Biegel & Waller
Maryland
$544K +$278K +1,010 +97%
WCM
1075
Whitener Capital Management
North Carolina
$539K +$192K +698 +52%