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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
301
Stratos Wealth Partners
Ohio
$29.2M +$17.6M +57,326 +103%
BHWM
302
Bar Harbor Wealth Management
New Hampshire
$29.1M +$2.1M +6,838 +6%
HI
303
Human Investing
Oregon
$29.1M +$963K +3,144 +3%
VCM
304
Verger Capital Management
North Carolina
$29M -$8.58M -28,016 -20%
OWM
305
Orgel Wealth Management
Wisconsin
$28.9M +$12.8M +41,875 +60%
DA
306
Doliver Advisors
Texas
$28.7M -$7.96M -25,963 -21%
CWM
307
Cornerstone Wealth Management
Missouri
$28.6M -$3.42M -11,153 -9%
MAFM
308
Mid Atlantic Financial Management
Pennsylvania
$28.2M +$3.8M +12,413 +13%
NA
309
Nottingham Advisors
New York
$28M +$4.85M +15,840 +17%
PF
310
Phoenix Financial
Israel
$27.5M +$29.8M +97,170 +817%
UBS AM
311
UBS AM
Illinois
$27.4M -$7.55M -24,638 -19%
STA
312
Summit Trail Advisors
New York
$27.3M +$32.4M +105,772 New
ASN
313
Advisory Services Network
Georgia
$27.2M +$760K +2,480 +2%
CFGS
314
Concourse Financial Group Securities
Alabama
$27.1M +$2.31M +7,552 +8%
JF
315
JSF Financial
California
$27M +$4.92M +16,057 +18%
BCM
316
Brookstone Capital Management
Illinois
$27M -$11.5M -37,457 -26%
WI
317
Wintrust Investments
Illinois
$27M -$1.47M -4,804 -4%
OC
318
Oppenheimer & Co
New York
$26.8M -$1.74M -5,670 -5%
BWM
319
Baystate Wealth Management
Massachusetts
$26.6M +$31M +101,263 +5,946%
AAMC
320
Asset Allocation & Management Company
Illinois
$26.6M +$1.78M +5,797 +6%
DCM
321
DeGreen Capital Management
Arizona
$26.5M +$16.3M +53,343 +108%
WIP
322
Wellesley Investment Partners
Massachusetts
$26.4M +$1.09M +3,541 +4%
AAMA
323
Advanced Asset Management Advisors
Ohio
$26.1M -$98.1K -320 -0.3%
MWM
324
MBE Wealth Management
Wisconsin
$26.1M +$2.14M +6,993 +7%
SAM
325
Securian Asset Management
Minnesota
$26M