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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
1351
Kovitz Investment Group Partners
Illinois
$435 +$424K +1,618 New
AMCA
1352
Arthur M. Cohen & Associates
Illinois
$423 +$440K +1,679 New
CCT
1353
Capital City Trust
Florida
$413
AWE
1354
Avidian Wealth Enterprises
Texas
$264 +$262 +1 +0.1%
SIM
1355
Sentry Investment Management
Wisconsin
-$214M -847,449 Closed
LWIC
1356
Leith Wheeler Investment Counsel
British Columbia, Canada
-$192M -757,750 Closed
GBBWRPM
1357
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$109M -431,121 Closed
XGI
1358
XL Group Investments
Bermuda
-$106M -418,397 Closed
Jane Street
1359
Jane Street
New York
-$56.1M -221,889 Closed
SIMM
1360
Stillwater Investment Management (Minnesota)
Minnesota
-$51.2M -202,436 Closed
HFS
1361
HL Financial Services
Kentucky
-$23.1M -91,206 Closed
Susquehanna International Group
1362
Susquehanna International Group
Pennsylvania
-$21.5M -82,101 Closed
TAT
1363
TD Ameritrade Trust
Colorado
-$18.3M -70,779 Closed
ICOA
1364
Investment Centers of America
North Dakota
-$17.4M -68,676 Closed
PP
1365
Prudential plc
United Kingdom
-$17.2M -67,900 Closed
JGC
1366
J. Goldman & Co
New York
-$9.36M -37,012 Closed
TRCT
1367
Tower Research Capital (TRC)
New York
-$2.44M -9,663 Closed
ACM
1368
Argent Capital Management
Missouri
-$1.75M -6,900 Closed
GS
1369
Girard Securities
California
-$876K -3,458 Closed
SIA
1370
Starfire Investment Advisers
Michigan
-$651K -2,576 Closed
PFO
1371
Pathstone Family Office
New Jersey
-$634K -2,505 Closed
PFA
1372
Pure Financial Advisors
California
-$619K -2,449 Closed
FAM
1373
Formidable Asset Management
Ohio
-$619K -2,448 Closed
CIS
1374
Connors Investor Services
Pennsylvania
-$487K -1,925 Closed
UWPG
1375
Ullmann Wealth Partners Group
Florida
-$350K -1,611 Closed