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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFP
1626
Holistic Financial Partners
Indiana
$864K -$283K -730 -25%
SWM
1627
Selective Wealth Management
Virginia
$863K -$81.7K -211 -9%
RH
1628
RFG Holdings
Texas
$862K -$1.27M -3,288 -60%
MIG
1629
McGuire Investment Group
Rhode Island
$859K -$18.2K -47 -2%
1SB
1630
1ST Source Bank
Indiana
$857K -$128K -331 -13%
MFS
1631
Madrona Financial Services
Washington
$855K +$832K +2,149 New
CAN
1632
Claraphi Advisory Network
United States
$854K +$17.8K +46 +2%
LC
1633
LCNB Corp
Ohio
$853K -$106K -275 -11%
RA
1634
Rodgers & Associates
Pennsylvania
$852K – – –
KPCM
1635
Kings Point Capital Management
New York
$850K +$15.9K +41 +2%
ISB
1636
Iowa State Bank
Iowa
$844K -$17K -44 -2%
GD
1637
Grandfield & Dodd
New York
$840K – – –
EDRH
1638
Edmond de Rothschild Holding
Switzerland
$837K +$101K +260 +14%
First Manhattan
1639
First Manhattan
New York
$832K -$22.5K -58 -3%
EGWAG
1640
Elwood & Goetz Wealth Advisory Group
Georgia
$829K -$3.87K -10 -0.5%
DWM
1641
Darwin Wealth Management
Florida
$825K +$803K +2,075 New
PWM
1642
PBMares Wealth Management
Virginia
$822K +$1.94K +5 +0.2%
SFFS
1643
Stonehage Fleming Financial Services
Jersey
$818K – – –
HWM
1644
Hohimer Wealth Management
Washington
$815K +$43K +111 +6%
TFGT
1645
TS Financial Group (TSFG)
Illinois
$813K -$160K -413 -17%
CTFG
1646
Capstone Triton Financial Group
Oklahoma
$810K +$9.29K +24 +1%
GAM
1647
Griffin Asset Management
New York
$807K -$262K -677 -25%
CCA
1648
Checchi Capital Advisers
California
$806K -$21.3K -55 -3%
ACP
1649
Ashfield Capital Partners
California
$803K +$529K +1,366 +209%
SSWM
1650
Smith Salley Wealth Management
North Carolina
$802K -$189K -489 -20%