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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
301
PAX Financial Group
Texas
$38.5M +$109K +327 +0.3%
A
302
AdvicePeriod
California
$38.5M +$9.66M +29,014 +34%
CWM
303
Cornerstone Wealth Management
Missouri
$38.4M +$1.37M +4,118 +4%
P3I
304
Progeny 3 Inc
Washington
$38.2M
EHPM
305
Emery Howard Portfolio Management
California
$38M -$871K -2,616 -2%
CI
306
CX Institutional
Indiana
$37.8M +$1.21M +3,636 +3%
HWA
307
Heritage Way Advisors
Illinois
$37.1M +$2.08M +6,236 +6%
DCM
308
DeGreen Capital Management
Arizona
$37.1M +$1.44M +4,338 +4%
VFA
309
Valeo Financial Advisors
Indiana
$36.8M -$5.02M -15,096 -12%
HA
310
Harfst & Associates
Wyoming
$36.7M -$1.51M -4,546 -4%
SIM
311
Strategic Investment Management
Virginia
$36.7M -$602K -1,810 -2%
MG
312
Mather Group
Illinois
$36.6M +$34.1M +102,354 +1,550%
CIBC World Market
313
CIBC World Market
Ontario, Canada
$36.3M -$4.18M -12,563 -10%
APA
314
American Portfolios Advisors
New York
$36.3M +$6.34M +19,053 +21%
IWC
315
Integrated Wealth Concepts
Massachusetts
$36.2M +$11.8M +35,359 +49%
CS
316
Comerica Securities
Michigan
$36.2M +$574K +1,725 +2%
RCM
317
Requisite Capital Management
Texas
$35.7M -$10.1M -30,323 -22%
FNBT
318
FineMark National Bank & Trust
Florida
$35.5M +$327K +982 +0.9%
RIS
319
Retirement Income Solutions
Michigan
$35.2M -$2.81M -8,447 -7%
WS
320
Wela Strategies
Georgia
$34.9M -$4.95M -14,868 -13%
MIS
321
Morningstar Investment Services
Illinois
$34.6M -$694K -2,086 -2%
OC
322
Oppenheimer & Co
New York
$34.3M -$233K -699 -0.7%
WIP
323
Wellesley Investment Partners
Massachusetts
$34.1M +$704K +2,116 +2%
SHIM
324
Stone House Investment Management
Pennsylvania
$34M +$5.58M +16,780 +20%
HWM
325
HighMark Wealth Management
Minnesota
$34M -$42.3K -127 -0.1%