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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
301
Valeo Financial Advisors
Indiana
$50.4M -$171M -407,606 -78%
BBA
302
BLB&B Advisors
Pennsylvania
$50.3M +$3.3M +7,879 +7%
FA
303
Fiducient Advisors
Illinois
$50.1M -$1.55M -3,695 -3%
CB
304
Community Bank
New York
$49.9M +$40.2K +96 +0.1%
SCP
305
Syntal Capital Partners
Texas
$49.7M +$1.83M +4,377 +4%
MA
306
Mutual Advisors
Nebraska
$49.1M +$4.68M +11,176 +11%
VFIC
307
Valley Forge Investment Consultants
Pennsylvania
$49M +$10.9M +26,062 +30%
RCM
308
Requisite Capital Management
Texas
$48.5M -$15.6M -37,266 -25%
CT
309
Cambridge Trust
Massachusetts
$48.5M +$3.24M +7,734 +7%
A
310
AdvicePeriod
California
$48.3M +$91.3K +218 +0.2%
SW
311
SteelPeak Wealth
California
$48.2M +$3.87M +9,249 +9%
AL
312
Aspiriant LLC
California
$48.2M +$9.39M +22,407 +25%
HWA
313
Heritage Way Advisors
Illinois
$48.1M +$230K +550 +0.5%
PIM
314
Parker Investment Management
California
$48.1M -$275K -656 -0.6%
LF
315
Lee Financial
Texas
$47.9M +$1.09M +2,594 +2%
WFPG
316
Waller Financial Planning Group
Ohio
$47.7M +$635K +1,515 +1%
EIA
317
Eldridge Investment Advisors
New Hampshire
$47.6M +$460K +1,099 +1%
CWAF
318
Core Wealth Advisors (Florida)
Florida
$47.5M +$3.57M +8,517 +8%
BOCM
319
Bontempo Ohly Capital Management
Maryland
$47.4M -$163K -390 -0.4%
BG
320
Benedetti & Gucer
Georgia
$47.2M +$5.19M +12,398 +13%
Allianz Asset Management
321
Allianz Asset Management
Germany
$47.2M +$35.8M +85,564 +355%
OC
322
Oppenheimer & Co
New York
$47M -$994K -2,374 -2%
EHPM
323
Emery Howard Portfolio Management
California
$46.9M +$52.8K +126 +0.1%
RIA
324
Regal Investment Advisors
Michigan
$46.5M +$38.4M +91,703 +560%
CI
325
CX Institutional
Indiana
$46.3M -$418K -999 -0.9%