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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1351
Capital Advisors Ltd
Ohio
$535K +$301K +1,013 +130%
LWM
1352
Lenox Wealth Management
Ohio
$534K +$43.4K +146 +9%
TFGT
1353
TS Financial Group (TSFG)
Illinois
$533K -$169K -570 -24%
AIC
1354
Archer Investment Corporation
Indiana
$531K +$1.49K +5 +0.3%
MLL
1355
Moody Lynn & Lieberson
Massachusetts
$530K
ODG
1356
O'Dell Group
Ohio
$530K +$528K +1,776 New
WA
1357
Wambolt & Associates
Colorado
$525K
PCM
1358
Princeton Capital Management
New Jersey
$522K
Luther King Capital Management (LKCM)
1359
Luther King Capital Management (LKCM)
Texas
$521K
MC
1360
Moors & Cabot
Massachusetts
$519K +$300K +1,010 +139%
WA
1361
WBH Advisory
Maryland
$518K -$8.92K -30 -2%
BC
1362
Burney Company
Virginia
$518K +$77.9K +262 +18%
QCIG
1363
Quad-Cities Investment Group
Iowa
$513K +$38.9K +131 +8%
NFC
1364
Northeast Financial Consultants
Connecticut
$513K +$303K +1,018 +145%
LA
1365
LexAurum Advisors
Kansas
$511K +$21.4K +72 +4%
AMCA
1366
Arthur M. Cohen & Associates
Illinois
$510K +$2.38K +8 +0.5%
PGA
1367
Portland Global Advisors
Maine
$510K +$47.3K +159 +10%
AEPG
1368
American Economic Planning Group
New Jersey
$507K -$10.7K -36 -2%
JSA
1369
Jacobson & Schmitt Advisors
Wisconsin
$506K -$297 -1 -0.1%
CCB
1370
Cutter & Co Brokerage
Missouri
$501K -$17.5K -59 -3%
MIG
1371
McGuire Investment Group
Rhode Island
$498K -$95.7K -322 -16%
CIM
1372
Confluence Investment Management
Missouri
$497K -$30.9K -104 -6%
LG
1373
Leuthold Group
Minnesota
$497K +$8.32K +28 +2%
IIA
1374
IPG Investment Advisors
California
$490K
CS
1375
Cannell & Spears
New York
$485K