Ishares S&p

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Ishares S&p

$OEF

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NewIncreasedMaintainedDecreasedLiquidated
1418113
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Curbstone Financial Management Corp03-31-2021Etf4,450Decreased-5.320.16800,000.00-0.87179.78Form 13
Truehand, Inc03-31-2021Miscellaneous0Liquidated!-100.000.000.000.000.00Form 13
Lowe Wealth Advisors, Llc03-31-2021Etf677Maintained0.000.06122,000.005.17180.21Form 13
Weaver Consulting Group03-31-2021S&p 100 Etf2,387Maintained0.000.26429,000.004.63179.72Form 13
Summit Financial Group, Inc.03-31-2021S&p 100 Etf3,470Decreased-4.910.26624,000.00-0.32179.83Form 13
Old Port Advisors03-31-2021S&p 100 Etf1,754Maintained0.000.12315,000.006.06179.59Form 13
Mitchell Sinkler & Starr/pa03-31-2021S&p 100 Etf1,498Maintained0.000.26269,000.004.67179.57Form 13
Carnegie Capital Asset Management, Llc03-31-2021S&p 100 Etf30,066Decreased-1.940.235,407,000.002.74179.84Form 13
Jackson Wealth Management, Llc03-31-2021S&p 100 Etf0Liquidated!-100.000.000.000.000.00Form 13
Carlson Capital Management03-31-2021S&p 100 Etf1,159Maintained0.000.04208,000.002.97179.47Form 13
Legacy Advisors, Llc03-31-2021S&p 100 Etf253,791Increased14.479.9945,639,000.0019.93179.83Form 13
Valeo Financial Advisors, Llc03-31-2021Etf429Increased90.670.0077,000.0097.44179.49Form 13
Platte River Wealth Advisors, Llc03-31-2021S&p 100 Etf1,520Maintained0.000.12283,000.005.60186.18Form 13
Integer Wealth Advisors Group Llc03-31-2021S&p 100 Etf16,209Decreased-18.541.663,048,000.00-10.12188.04Form 13
Hemington Wealth Management03-31-2021S&p 100 Etf8,551Maintained0.000.651,538,000.004.77179.86Form 13
Huntington National Bank03-31-2021Exchange Traded18,610Increased0.980.043,347,000.005.82359.70Form 13
Bellecapital International Ltd.03-31-2021S&p 100 Etf3,152Decreased-20.840.18567,000.00-16.98179.89Form 13
Chronos Wealth Management, Llc03-31-2021S&p 100 Etf2,042Maintained0.000.28367,000.004.86179.73Form 13
Gofen & Glossberg Llc /il/03-31-2021Com2,400Maintained0.000.01432,000.004.85180.00Form 13
Welch & Forbes Llc03-31-2021S&p 100 Etf9,570Decreased-2.990.031,721,000.001.65179.83Form 13
Country Club Trust Company, N.a.03-31-2021S&p 100 Etf76,550Decreased-0.131.2913,697,000.004.61178.93Form 13
Advisornet Financial, Inc03-31-2021Etf13,223Decreased-21.710.172,378,000.00-17.97179.84Form 13
Resource Planning Group03-31-2021S&p 100 Etf6,441Maintained0.000.761,158,000.004.70179.79Form 13
Westside Investment Management, Inc.03-31-2021Com90Maintained0.000.0416,000.006.67177.78Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open165Maintained0.000.0230,000.007.14181.82Form 13
Peoples Financial Services Corp.03-31-2021Mutual Funds-equities50Maintained0.000.009,000.000.00180.00Form 13
Crescent Capital Consulting, Llc03-31-2021Exchange Traded Fund1,413New!0.000.06254,000.000.00179.76Form 13
Cx Institutional03-31-2021Etp93Maintained0.000.0017,000.006.25182.80Form 13
Atticus Wealth Management, Llc03-31-2021S&p 100 Etf40,246Decreased-5.423.457,237,000.00-0.92179.82Form 13
Apella Capital, Llc03-31-2021S&p 100 Etf4,207Decreased-0.500.24757,000.004.27179.94Form 13
Pbmares Wealth Management Llc03-31-2021S&p 100 Etf3,650Decreased-0.050.54656,000.004.63179.73Form 13
Leavell Investment Management, Inc.03-31-2021S&p 100 Etf2,846Maintained0.000.04512,000.004.92179.90Form 13
Adirondack Trust Co03-31-2021Mutual Fund7,355Maintained0.000.701,323,000.005.33179.88Form 13
Motco03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Next Financial Group, Inc03-31-2021S&p 100 Etf6,711Increased4.890.111,207,000.009.93179.85Form 13
Stewardship Financial Advisors, Llc03-31-2021S&p 100 Etf600Maintained0.000.04108,000.004.85180.00Form 13
Ade, Llc03-31-2021Mf Closed And Mf Open1,045Maintained0.000.19188,000.005.03179.90Form 13