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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
2226
WestEnd Advisors
North Carolina
$48.7K – – –
HFM
2227
Hartford Financial Management
Connecticut
$46K – – –
JPLA
2228
Joseph P. Lucia & Associates
New York
$45K – – –
PIP
2229
Peachtree Investment Partners
Florida
$44K – – –
CAM
2230
Costello Asset Management
Pennsylvania
$43K – – –
ARMC
2231
American Research & Management Company
Massachusetts
$42K +$5.32K +12 +14%
LWA
2232
Lowe Wealth Advisors
Maryland
$41K – – –
TI
2233
Truehand Inc
New Hampshire
$41K – – –
HIM
2234
HawsGoodwin Investment Management
Tennessee
$40K +$22.2K +50 +114%
TAM
2235
Tucker Asset Management
Colorado
$39.2K +$443 +1 +1%
TCM
2236
Tradewinds Capital Management
Washington
$37K – – –
LIA
2237
LS Investment Advisors
Michigan
$34K – – –
GP
2238
Greenline Partners
New York
$31K -$4.43K -10 -12%
CWP
2239
Concord Wealth Partners
Virginia
$30K – – –
AC
2240
Asio Capital
Kentucky
$26K – – –
MAM
2241
McCarthy Asset Management
California
$23K – – –
PK
2242
Pflug Koory
Nebraska
$23K – – –
Vontobel Holding
2243
Vontobel Holding
Switzerland
$23K +$18.6K +42 +382%
GCM
2244
Gables Capital Management
Florida
$22K – – –
EWM
2245
Edge Wealth Management
New York
$20K – – –
CCM
2246
Carderock Capital Management
Maryland
$20K +$20.8K +47 New
ASBI
2247
American State Bank (Iowa)
Iowa
$19.8K – – –
PCFFS
2248
Pacific Center for Financial Services
California
$19K +$19.5K +44 New
MSFP
2249
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
TVWM
2250
Tower View Wealth Management
Wisconsin
$16K – – –