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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1701
Harvey Capital Management
Florida
$4.46M – – –
AT
1702
Arlington Trust
Alabama
$4.45M – – –
WIC
1703
Woodmont Investment Counsel
Tennessee
$4.45M +$1.97M +3,427 +92%
LAM
1704
LOM Asset Management
$4.43M +$4.09M +7,130 New
NAMNJ
1705
NorthStar Asset Management (New Jersey)
New Jersey
$4.42M -$516K -899 -11%
RI
1706
Rinkey Investments
California
$4.41M – – –
MIM
1707
Macroview Investment Management
Maryland
$4.41M +$192K +334 +5%
OFG
1708
Opulen Financial Group
Virginia
$4.41M +$153K +267 +4%
PFWA
1709
Paces Ferry Wealth Advisors
Georgia
$4.38M -$359K -625 -8%
BFWA
1710
Benchmark Financial Wealth Advisors
Florida
$4.38M -$611K -1,064 -13%
HPC
1711
HM Payson & Co
Maine
$4.37M +$33.9K +59 +0.8%
CPIA
1712
Cornell Pochily Investment Advisors
New York
$4.37M -$41.3K -72 -1%
JEST
1713
JTC Employer Solutions Trustee
Jersey
$4.36M – – –
First Trust Advisors
1714
First Trust Advisors
Illinois
$4.34M +$1.21M +2,105 +43%
CPRC
1715
Consolidated Portfolio Review Corp
New York
$4.33M +$2.92M +5,084 +270%
JGIA
1716
Jackson Grant Investment Advisers
Connecticut
$4.32M +$18.9K +33 +0.5%
FP
1717
Financial Perspectives
Minnesota
$4.31M +$200K +348 +5%
MWM
1718
McNaughton Wealth Management
California
$4.31M -$136K -237 -3%
EK
1719
Evensky & Katz
Florida
$4.3M -$5.36M -9,332 -57%
MWA
1720
Medallion Wealth Advisors
Connecticut
$4.3M +$32.2K +56 +0.8%
GAM
1721
Gemmer Asset Management
California
$4.3M -$300K -523 -7%
HAP
1722
Harbor Asset Planning
Massachusetts
$4.29M +$3.97M +6,913 New
EMAM
1723
Encompass More Asset Management
California
$4.29M +$568K +989 +17%
WWM
1724
WJ Wealth Management
Arizona
$4.28M -$373K -650 -9%
RG
1725
Rathbones Group
United Kingdom
$4.26M +$198K +345 +5%