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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NC
1126
NewSquare Capital
Pennsylvania
$17K – – –
SAM
1127
Shamrock Asset Management
Texas
$16K – – –
LWA
1128
Lowe Wealth Advisors
Maryland
$14K – – –
TCM
1129
Tradewinds Capital Management
Washington
$14K – – –
WC
1130
Whitnell & Co
Illinois
$13K – – –
MAM
1131
Meeder Asset Management
Ohio
$10K – – –
BCMIO
1132
Beacon Capital Management Inc (Ohio)
Ohio
$9K +$8.45K +35 New
WIM
1133
Westside Investment Management
California
$6.28K -$241 -1 -4%
TSW
1134
Thompson Siegel & Walmsley
Virginia
$6K – – –
ABFS
1135
Appropriate Balance Financial Services
Washington
$5.98K – – –
AIM
1136
Anchor Investment Management
South Carolina
$3.16K – – –
VCM
1137
Vivaldi Capital Management
Illinois
$2.14K -$758K -3,140 -100%
BWA
1138
Burt Wealth Advisors
Maryland
$2K – – –
IWM
1139
IHT Wealth Management
Illinois
$2K +$2.07M +8,586 +860%
SAM
1140
Solaris Asset Management
New York
$1K – – –
Parallax Volatility Advisers
1141
Parallax Volatility Advisers
California
$1K +$483 +2 +67%
SFPIA
1142
Stevens First Principles Investment Advisors
California
$1K +$965 +4 New
FAM
1143
Flaharty Asset Management
Florida
$839 -$417K -1,729 -100%
SMFG
1144
Sumitomo Mitsui Financial Group
Japan
– -$110M -462,000 Closed
Cerity Partners
1145
Cerity Partners
New York
– -$17.4M -73,527 Closed
SIC
1146
Salem Investment Counselors
North Carolina
– -$14.2M -59,945 Closed
PL
1147
Polianta Ltd
Jersey
– -$9.23M -38,900 Closed
IAA
1148
Independent Advisor Alliance
North Carolina
– -$7.67M -32,457 Closed
DZ Bank
1149
DZ Bank
Germany
– -$5.52M -23,251 Closed
RVPG
1150
Relative Value Partners Group
– -$1.91M -8,046 Closed