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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
1976
Curbstone Financial Management Corp
New Hampshire
$2.51M -$531K -900 -17%
WE
1977
Wealth Effects
Massachusetts
$2.5M +$15.9K +27 +0.6%
FDCP
1978
Foster Dykema Cabot & Partners
Massachusetts
$2.5M -$9.45K -16 -0.4%
FM
1979
Family Management
New York
$2.5M +$3.54K +6 +0.1%
GIA
1980
Goodwin Investment Advisory
Georgia
$2.49M -$151K -255 -5%
HIM
1981
Hanlon Investment Management
New Jersey
$2.49M -$1.35M -2,291 -34%
PA
1982
Pineridge Advisors
Missouri
$2.48M -$89.2K -151 -3%
Beck Mack & Oliver
1983
Beck Mack & Oliver
New York
$2.48M – – –
HPC
1984
Hobart Private Capital
North Carolina
$2.47M -$10.6K -18 -0.4%
LA
1985
Lane & Associates
New Jersey
$2.47M +$109K +184 +4%
PCMH
1986
Polymer Capital Management (HK)
Hong Kong
$2.47M +$413K +700 +19%
TYCC
1987
Texas Yale Capital Corp
Florida
$2.47M – – –
FCM
1988
Firestone Capital Management
Florida
$2.46M +$8.27K +14 +0.3%
TCWA
1989
Turtle Creek Wealth Advisors
Texas
$2.46M +$2.58M +4,376 New
LFA
1990
LGT Financial Advisors
Texas
$2.45M +$136K +230 +6%
CAM
1991
Clark Asset Management
New Hampshire
$2.45M +$519K +879 +25%
BSHC
1992
Breed's Hill Capital
Massachusetts
$2.45M – – –
OPWM
1993
Oxinas Partners Wealth Management
Indiana
$2.45M -$16.5K -28 -0.6%
TF
1994
Tudor Financial
Ohio
$2.45M -$1.6M -2,714 -38%
RFG
1995
REAP Financial Group
Texas
$2.44M -$133K -225 -5%
GHA
1996
GW Henssler & Associates
Georgia
$2.44M +$482K +816 +23%
LWANC
1997
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.44M -$1.18K -2 -0%
FWP
1998
Falcon Wealth Planning
California
$2.43M -$96.8K -164 -4%
FFS
1999
Flavin Financial Services
Florida
$2.43M -$55.5K -94 -2%
FSA
2000
Financial Services Advisory
Maryland
$2.42M -$246K -417 -9%