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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1626
ProVise Management Group
Florida
$1.99M +$848K +1,896 +69%
SWA
1627
SOA Wealth Advisors
New York
$1.99M – – –
LC
1628
Lincoln Capital
Nebraska
$1.99M – – –
AWM
1629
Aprio Wealth Management
Georgia
$1.99M -$318K -711 -13%
FWA
1630
FSM Wealth Advisors
Ohio
$1.98M -$60.8K -136 -3%
OWP
1631
Obermeyer Wealth Partners
Colorado
$1.97M +$59.9K +134 +3%
ACI
1632
Alpha Cubed Investments
California
$1.97M -$937K -2,094 -31%
MFG
1633
MidWestOne Financial Group
Iowa
$1.96M -$255K -570 -11%
GCIM
1634
Gunn & Company Investment Management
Florida
$1.96M +$2.04M +4,564 New
APW
1635
Austin Private Wealth
Texas
$1.95M -$188K -421 -8%
EIA
1636
Edgemoor Investment Advisors
Maryland
$1.95M +$1.49M +3,335 +279%
Vontobel Holding
1637
Vontobel Holding
Switzerland
$1.94M +$1.13M +2,519 +125%
KSWA
1638
Kathleen S. Wright Associates
Pennsylvania
$1.94M +$895 +2 +0%
TRCT
1639
Tower Research Capital (TRC)
New York
$1.91M -$28.9M -64,719 -94%
MIIM
1640
Mesirow Institutional Investment Management
Illinois
$1.91M +$6.26K +14 +0.3%
OCG
1641
Opus Capital Group
Ohio
$1.89M -$25K -56 -1%
CSC
1642
Caldwell Sutter Capital
California
$1.88M +$38K +85 +2%
WCAMG
1643
Woodard & Company Asset Management Group
North Carolina
$1.88M +$126K +281 +7%
GJIA
1644
Glass Jacobson Investment Advisors
Maryland
$1.86M -$73.8K -165 -4%
PWW
1645
Pettyjohn Wood & White
Virginia
$1.86M +$183K +410 +10%
KBFS
1646
Kohmann Bosshard Financial Services
Ohio
$1.86M -$34.9K -78 -2%
TA
1647
TrueWealth Advisors
Alabama
$1.86M +$244K +545 +14%
CAS
1648
Coppell Advisory Solutions
Texas
$1.84M -$964K -2,155 -31%
KAM
1649
Knightsbridge Asset Management
California
$1.84M – – –
MWM
1650
MinichMacGregor Wealth Management
New York
$1.84M -$11.2K -25 -0.6%