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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
326
Signet Financial Management
New Jersey
$4.11M -$199K -940 -5%
TAM
327
Todd Asset Management
Kentucky
$4.06M -$193K -910 -4%
AIP
328
Ameritas Investment Partners
Nebraska
$4.05M +$576K +2,721 +16%
CWA
329
Cypress Wealth Advisors
California
$4.02M +$4.11M +19,409 New
SGK
330
Steigerwald Gordon & Koch
Virginia
$3.98M -$74.5K -352 -2%
JHIU
331
Janus Henderson Investors US
Colorado
$3.93M +$4.01M +18,956 New
FNT
332
First National Trust
Pennsylvania
$3.8M +$1.84M +8,711 +90%
WA
333
WealthTrust-Arizona
Arizona
$3.77M -$14.6K -69 -0.4%
FC
334
Financial Consulate
Maryland
$3.77M +$361K +1,703 +10%
GG
335
Gofen & Glossberg
Illinois
$3.7M
RPG
336
Risk Paradigm Group
Texas
$3.68M +$575K +2,717 +18%
GAG
337
GM Advisory Group
New York
$3.65M +$70.9K +335 +2%
IP
338
Investment Partners
Ohio
$3.63M -$142K -670 -4%
WP
339
WMS Partners
Maryland
$3.6M +$292K +1,378 +9%
MFW
340
Meristem Family Wealth
Minnesota
$3.59M +$22.9K +108 +0.6%
RTS
341
Round Table Services
New Jersey
$3.58M +$248K +1,172 +7%
PR
342
Payden & Rygel
California
$3.57M +$606K +2,861 +20%
GWM
343
Gupta Wealth Management
California
$3.51M +$1.47M +6,928 +69%
CWM
344
Concert Wealth Management
California
$3.45M -$5.27M -24,912 -60%
DY
345
Dowling & Yahnke
California
$3.44M -$47.6K -225 -1%
CWM
346
Cabot Wealth Management
Massachusetts
$3.36M -$230K -1,087 -6%
MCC
347
Mid Continent Capital
Illinois
$3.36M -$10.6K -50 -0.3%
PFS
348
Prospera Financial Services
Texas
$3.27M -$245K -1,158 -7%
PIA
349
Peachtree Investment Advisors
Georgia
$3.25M +$1.04M +4,894 +45%
PWLP
350
Prio Wealth Limited Partnership
Massachusetts
$3.19M +$141K +665 +5%