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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
326
Lake Point Wealth Management
Texas
$21.9M +$23.6M +86,873 New
Kayne Anderson Rudnick Investment Management
327
Kayne Anderson Rudnick Investment Management
California
$21.8M +$1.43M +5,272 +6%
HWA
328
Heritage Way Advisors
Illinois
$21.7M +$693K +2,553 +3%
CC
329
Chanos & Company
New York
$21.4M +$8.54M +31,450 +58%
LFAS
330
Level Four Advisory Services
Texas
$21.4M +$7.53M +27,726 +48%
ASN
331
Advisory Services Network
Georgia
$21.4M -$13.9M -51,304 -38%
BWM
332
BT Wealth Management
Georgia
$21.3M +$21M +77,308 New
AIP
333
Ameritas Investment Partners
Nebraska
$21.1M -$185K -682 -0.8%
PSG
334
Planning Solutions Group
Maryland
$21M +$22.7M +83,645 New
WAG
335
Winthrop Advisory Group
Massachusetts
$21M -$365K -1,343 -2%
AF
336
Advisornet Financial
Minnesota
$20.7M -$1.24M -4,578 -5%
PP
337
PagnatoKarp Partners
Virginia
$20.4M +$2.82M +10,399 +15%
NB
338
Northwest Bancshares
Pennsylvania
$20.4M -$3.21M -11,822 -13%
BPWA
339
Beacon Pointe Wealth Advisors
California
$20.3M +$21.9M +80,740 New
CG
340
Colony Group
Massachusetts
$20.3M +$1.05M +3,854 +5%
SAM
341
Securian Asset Management
Minnesota
$20.1M
SPIA
342
Strategic Point Investment Advisors
Rhode Island
$20.1M +$925K +3,408 +4%
Citadel Advisors
343
Citadel Advisors
Florida
$20.1M +$21.7M +79,945 New
LF
344
Lee Financial
Texas
$20.1M +$6.47M +23,830 +43%
CNHF
345
Conrad N. Hilton Foundation
California
$20M -$10.1M -37,186 -32%
TA
346
Tiedemann Advisors
New York
$20M +$1.43M +5,262 +7%
MIAN
347
Mariner Independent Advisor Network
Kansas
$20M -$223K -821 -1%
FCFC
348
First Commonwealth Financial Corp
Pennsylvania
$19.9M +$4.36M +16,053 +26%
AAS
349
Avantax Advisory Services
Texas
$19.8M +$24.9M +91,798 New
CB
350
Community Bank
New York
$19.7M