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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
276
Physician Wealth Advisors
Utah
$60.6M +$150K +388 +0.3%
BWP
277
BSW Wealth Partners
Colorado
$60.3M -$1.72M -4,461 -3%
CI
278
Conning Inc
Connecticut
$60.2M +$51.7K +134 +0.1%
WCF
279
West Coast Financial
California
$60M +$2.04M +5,278 +3%
FWCM
280
Ferguson Wellman Capital Management
Oregon
$59.6M +$2.65M +6,861 +5%
FCFC
281
First Commonwealth Financial Corp
Pennsylvania
$59.4M +$3.25M +8,414 +6%
TIM
282
Tortoise Investment Management
New York
$59.2M -$796K -2,063 -1%
CIM
283
CIM Investment Management
Pennsylvania
$58.9M +$2.77M +7,175 +5%
BBA
284
BLB&B Advisors
Pennsylvania
$58.2M +$1.86M +4,832 +3%
RFA
285
RTD Financial Advisors
Pennsylvania
$58M -$562K -1,455 -1%
RIA
286
Regal Investment Advisors
Michigan
$57.5M +$1.84M +4,764 +3%
ONB
287
Old National Bancorp
Indiana
$57.3M +$221K +572 +0.4%
RSWM
288
Robertson Stephens Wealth Management
California
$57.3M +$6.08M +15,756 +12%
FIA
289
Foundations Investment Advisors
Arizona
$57.3M +$7.49M +19,407 +15%
AF
290
Allworth Financial
California
$57M -$12M -31,204 -17%
SFS
291
Summit Financial Strategies
Ohio
$56.9M -$979K -2,536 -2%
CA
292
Crewe Advisors
Utah
$56.6M +$3.88M +10,049 +7%
GIM
293
Goelzer Investment Management
Indiana
$56.4M -$494K -1,281 -0.9%
CF
294
Cantor Fitzgerald
New York
$56.3M -$13.5M -34,928 -19%
ASN
295
Advisory Services Network
Georgia
$56.2M +$1.53M +3,964 +3%
IAN
296
Integrated Advisors Network
Texas
$55.9M -$798K -2,067 -1%
VOYA Investment Management
297
VOYA Investment Management
Georgia
$55.9M -$11.5M -29,821 -17%
IMC Chicago
298
IMC Chicago
Illinois
$55.4M +$55.6M +144,155 New
Mackenzie Financial
299
Mackenzie Financial
Ontario, Canada
$55.3M -$205M -530,226 -79%
CWM
300
Curi Wealth Management
North Carolina
$55.3M +$12.5M +32,354 +29%