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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GP
1251
Geneva Partners
Wisconsin
$11.5M +$227K +352 +2%
HT
1252
Headlands Technologies
Illinois
$11.5M +$11M +17,116 New
AWA
1253
Arete Wealth Advisors
Illinois
$11.4M +$1.1M +1,709 +11%
GCM
1254
Granby Capital Management
Florida
$11.4M – – –
FPCG
1255
Forum Private Client Group
Indiana
$11.4M +$116K +180 +1%
RC
1256
Roundview Capital
New Jersey
$11.3M +$202K +314 +2%
VAM
1257
Verity Asset Management
North Carolina
$11.3M +$4.8M +7,449 +79%
HF
1258
HRT Financial
New York
$11.3M +$8.07M +12,526 +286%
NAG
1259
Northstar Advisory Group
New Jersey
$11.3M +$2.55M +3,960 +31%
GHA
1260
Granite Harbor Advisors
Texas
$11.3M -$685K -1,064 -6%
DWM
1261
DecisionMap Wealth Management
Virginia
$11.3M +$77.9K +121 +0.7%
Bank Julius Baer & Co
1262
Bank Julius Baer & Co
Switzerland
$11.2M +$4.49M +6,979 +71%
VWM
1263
Venturi Wealth Management
Texas
$11.2M +$1.99M +3,083 +23%
MF
1264
Montis Financial
Massachusetts
$11.1M -$593K -920 -5%
CAM
1265
Campion Asset Management
Virginia
$11.1M -$496K -770 -4%
JA
1266
JVL Associates
Michigan
$11.1M +$12.9K +20 +0.1%
MWAM
1267
Manhattan West Asset Management
California
$11M -$134K -208 -1%
SC
1268
Sapient Capital
Indiana
$11M +$825K +1,281 +8%
PP
1269
Postrock Partners
Oregon
$11M – – –
WJWM
1270
Williams Jones Wealth Management
New York
$11M -$370K -574 -3%
SF
1271
Symphony Financial
Texas
$11M -$1.95M -3,029 -16%
TAFW
1272
Tred Avon Family Wealth
Maryland
$11M +$10.5M +16,368 New
MWM
1273
MinichMacGregor Wealth Management
New York
$11M +$205K +318 +2%
LIM
1274
Leavell Investment Management
Alabama
$10.9M -$428K -665 -4%
CBU
1275
CIBC Bancorp USA
Illinois
$10.9M +$10.5M +16,322 New