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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1751
Cortland Associates
Missouri
$557K
WLIM
1752
White Lighthouse Investment Management
Massachusetts
$555K +$7.47K +21 +1%
LOPW
1753
Live Oak Private Wealth
North Carolina
$553K +$233K +654 +80%
TI
1754
tru Independence
Oregon
$552K -$12.2M -34,165 -96%
MA
1755
MJP Associates
Connecticut
$550K +$522K +1,466 New
SNB
1756
Security National Bank
Nebraska
$550K +$522K +1,466 New
PSC
1757
Prentiss Smith & Co
Vermont
$548K
PMG
1758
ProVise Management Group
Florida
$548K +$238K +669 +85%
FP
1759
Financial Perspectives
Minnesota
$547K +$90.8K +255 +21%
TI
1760
Trexquant Investment
Connecticut
$545K -$3.55M -9,984 -87%
MWM
1761
Meridian Wealth Management
Kentucky
$543K -$307K -862 -37%
Wealthfront Advisers
1762
Wealthfront Advisers
California
$543K +$6.41K +18 +1%
CCT
1763
Capital City Trust
Florida
$539K
AAIM
1764
Asset Advisors Investment Management
Georgia
$538K
CHA
1765
Carmichael Hill & Associates
Maryland
$537K -$4.63K -13 -0.9%
FRA
1766
Front Row Advisors
California
$529K
HFS
1767
Haverford Financial Services
Pennsylvania
$527K +$63.7K +179 +15%
AGA
1768
Arkos Global Advisors
Texas
$526K
1WA
1769
180 Wealth Advisors
Washington
$523K -$72.6K -204 -13%
GC
1770
Gibson Capital
Pennsylvania
$523K
RPSA
1771
Richard P. Slaughter Associates
Texas
$521K +$89.7K +252 +22%
PA
1772
Prism Advisors
California
$518K
PHS
1773
Pekin Hardy Strauss
Illinois
$515K -$62.3K -175 -11%
ZIG
1774
Zurich Insurance Group
Switzerland
$515K
TBA
1775
Tower Bridge Advisors
Pennsylvania
$515K +$33.1K +93 +7%