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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRIA
1476
Leonard Rickey Investment Advisors
Washington
$247K +$19.8K +73 +8%
PFGIA
1477
Patriot Financial Group Insurance Agency
Massachusetts
$245K +$8.15K +30 +3%
WPP
1478
Whalerock Point Partners
Rhode Island
$245K +$264K +972 New
MMPW
1479
Mitchell McLeod Pugh & Williams
Alabama
$242K -$7.6K -28 -3%
First Manhattan
1480
First Manhattan
New York
$242K +$107K +393 +69%
RCS
1481
Retirement Capital Strategies
California
$240K -$808K -2,977 -76%
OA
1482
Oxbow Advisors
Texas
$240K +$259K +954 New
ODIJL
1483
One Day In July LLC
Vermont
$240K +$259K +955 New
DSAM
1484
Dock Street Asset Management
Florida
$238K – – –
TA
1485
TFG Advisers
Michigan
$235K +$254K +936 New
BFC
1486
Blue Fin Capital
Rhode Island
$234K +$48.1K +177 +23%
JWBC
1487
J.W. Burns & Co
New York
$233K +$252K +927 New
BC
1488
Burney Company
Virginia
$232K -$73.6K -271 -23%
AC
1489
Avestar Capital
New York
$232K +$12.5K +46 +5%
JWM
1490
JGP Wealth Management
Oregon
$231K – – –
FA
1491
Fortis Advisors
Pennsylvania
$231K +$2.44K +9 +1%
SFSG
1492
Stearns Financial Services Group
North Carolina
$231K +$46.2K +170 +23%
FSA
1493
Financial Sense Advisors
California
$229K +$247K +909 New
VCM
1494
Virtue Capital Management
Tennessee
$228K -$166K -613 -40%
MG
1495
Mather Group
Illinois
$226K +$244K +900 New
WTFG
1496
Wells Trecaso Financial Group
Ohio
$225K -$26.6K -98 -10%
RWM
1497
Ritholtz Wealth Management
New York
$225K -$24.2K -89 -9%
BMM
1498
Berkshire Money Management
Massachusetts
$225K -$20.6K -76 -8%
GWS
1499
Glassman Wealth Services
Virginia
$224K -$61.4K -226 -20%
PA
1500
Paracle Advisors
Washington
$223K +$10.9K +40 +5%