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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHTS
1676
Bar Harbor Trust Services
Maine
$314K +$24.4K +83 +9%
FIA
1677
Foundations Investment Advisors
Arizona
$314K +$294K +1,001 New
IWS
1678
Insight Wealth Strategies
California
$313K -$25.5K -87 -8%
AHC
1679
Adell Harriman & Carpenter
Texas
$312K – – –
GC
1680
Garde Capital
Washington
$311K +$881 +3 +0.3%
KFS
1681
Kurt F. Somerville
$310K – – –
MLL
1682
Moody Lynn & Lieberson
Massachusetts
$310K – – –
ZIM
1683
Zacks Investment Management
Illinois
$310K +$62.8K +214 +27%
AA
1684
Auxano Advisors
Washington
$309K +$293K +999 New
FUBT
1685
First United Bank & Trust
Maryland
$308K -$271K -922 -48%
CPA
1686
Clear Perspective Advisors
Illinois
$306K -$1.47K -5 -0.5%
MMPW
1687
Mitchell McLeod Pugh & Williams
Alabama
$306K – – –
WIC
1688
Woodmont Investment Counsel
Tennessee
$306K +$290K +988 New
AIM
1689
AMI Investment Management
Indiana
$305K -$379K -1,290 -57%
G
1690
Gainplan
Michigan
$305K -$21.4K -73 -7%
FM
1691
Foster & Motley
Ohio
$304K -$47.6K -162 -14%
CAN
1692
Claraphi Advisory Network
United States
$303K -$200K -681 -41%
MWM
1693
Minot Wealth Management
Massachusetts
$303K +$288K +980 New
TW
1694
TrinityPoint Wealth
Connecticut
$301K -$24.7K -84 -8%
TAM
1695
Tradition Asset Management
Virginia
$301K – – –
BMC
1696
Benin Management Corp
Connecticut
$296K – – –
SAM
1697
Seelaus Asset Management
New Jersey
$294K -$44K -150 -14%
RE
1698
RBC Europe
United Kingdom
$293K -$176K -600 -39%
FA
1699
FMA Advisory
Pennsylvania
$292K +$881 +3 +0.3%
EW
1700
Evoke Wealth
California
$290K – – –