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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
1451
Lion Street Advisors
Texas
$1.95M +$1.01M +2,530 +88%
HCA
1452
Harbour Capital Advisors
Virginia
$1.94M +$115K +289 +6%
3LCM
1453
3D/L Capital Management
Connecticut
$1.94M +$40.3K +101 +2%
DFC
1454
DBK Financial Counsel
Ohio
$1.94M -$102K -255 -5%
WCM
1455
Windham Capital Management
Massachusetts
$1.93M -$28.5M -71,261 -93%
AB
1456
Atlas Brown
Kentucky
$1.93M -$799 -2 -0%
LWM
1457
Lyell Wealth Management
California
$1.92M +$238K +595 +13%
APWM
1458
Atlas Private Wealth Management
New York
$1.92M +$51.9K +130 +2%
OSAM
1459
O'Shaughnessy Asset Management
Connecticut
$1.91M +$35.1K +88 +2%
VST
1460
Van Strum & Towne
California
$1.91M -$399 -1 -0%
GSIS
1461
Global Strategic Investment Solutions
Arizona
$1.9M – – –
LFP
1462
Leeward Financial Partners
Washington
$1.9M +$19.6K +49 +0.9%
CCA
1463
Column Capital Advisors
Indiana
$1.9M – – –
MFA
1464
McClarren Financial Advisors
Pennsylvania
$1.9M +$1.46M +3,647 +223%
GWM
1465
GSB Wealth Management
Connecticut
$1.89M +$763K +1,911 +57%
PA
1466
Procyon Advisors
Connecticut
$1.89M -$41.5K -104 -2%
RP
1467
Riverbridge Partners
Minnesota
$1.88M -$2.19M -5,485 -51%
CFA
1468
CWS Financial Advisors
Michigan
$1.88M -$2.79K -7 -0.1%
BS
1469
Boenning & Scattergood
Pennsylvania
$1.88M +$16K +40 +0.8%
CC
1470
Cypress Capital
Tennessee
$1.87M +$14.8K +37 +0.7%
T
1471
TCWP
Ohio
$1.87M -$524K -1,312 -20%
MWC
1472
MBM Wealth Consultants
Missouri
$1.86M +$117K +292 +6%
AWA
1473
Aaron Wealth Advisors
Illinois
$1.86M +$1.55M +3,887 +296%
CCM
1474
Chilton Capital Management
Texas
$1.86M +$14.4K +36 +0.7%
APW
1475
Atlantic Private Wealth
North Carolina
$1.85M -$676K -1,692 -25%