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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1151
Altium Wealth Management
New York
$379K +$369K +1,409 New
CAMG
1152
CWA Asset Management Group
Florida
$377K +$368K +1,404 New
IA
1153
Independence Advisors
Pennsylvania
$373K -$14.1K -54 -4%
HS
1154
Huntington Steele
Pennsylvania
$367K +$524 +2 +0.1%
Mackenzie Financial
1155
Mackenzie Financial
Ontario, Canada
$366K +$357K +1,363 New
CWA
1156
Cypress Wealth Advisors
California
$365K -$110K -420 -24%
AIS
1157
American Investment Services
Massachusetts
$365K +$2.88K +11 +0.8%
MBTD
1158
Mechanics Bank - Trust Department
California
$364K
WIA
1159
Westbourne Investment Advisors
Maryland
$364K
PO
1160
Private Ocean
California
$363K +$1.57K +6 +0.4%
BFA
1161
Bragg Financial Advisors
North Carolina
$363K +$53.7K +205 +18%
I2I
1162
Insight 2811 Inc
Illinois
$359K +$46.9K +179 +15%
WCM
1163
Whitener Capital Management
North Carolina
$358K +$349K +1,334 New
GC
1164
Gibson Capital
Pennsylvania
$357K -$141K -540 -29%
MBT
1165
Monroe Bank & Trust
Michigan
$355K
AHC
1166
Adell Harriman & Carpenter
Texas
$354K +$78.6K +300 +30%
SP
1167
Successful Portfolios
Florida
$351K +$342K +1,306 New
SCM
1168
SOL Capital Management
Maryland
$349K
CHA
1169
Carmichael Hill & Associates
Maryland
$349K +$340K +1,298 New
BIA
1170
BHK Investment Advisors
Alabama
$348K +$339K +1,295 New
WDL
1171
Well Done LLC
Michigan
$347K -$2.1K -8 -0.6%
AFA
1172
Aurora Financial Advisors
Massachusetts
$344K +$335K +1,281 New
KSA
1173
Ken Stern & Associates
California
$340K +$33K +126 +11%
HPC
1174
HM Payson & Co
Maine
$340K +$122K +465 +58%
SWA
1175
Sutton Wealth Advisors
Florida
$336K +$169K +647 +107%