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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
326
WealthStone
Ohio
$33.5M -$1.28M -4,151 -4%
AIP
327
Ameritas Investment Partners
Nebraska
$33.4M +$1.84M +5,958 +6%
ASN
328
Advisory Services Network
Georgia
$33.3M +$10.8K +35 +0%
KFP
329
KMG Fiduciary Partners
Ohio
$33M +$76.8K +248 +0.2%
HA
330
Harfst & Associates
Wyoming
$32.9M -$755K -2,440 -2%
AAMA
331
Advanced Asset Management Advisors
Ohio
$32.8M
FWM
332
FFT Wealth Management
Pennsylvania
$32.6M +$11.7M +37,869 +60%
SAM
333
Securian Asset Management
Minnesota
$32.5M
EWA
334
ERTS Wealth Advisors
Michigan
$32.4M +$1.45M +4,684 +5%
Kayne Anderson Rudnick Investment Management
335
Kayne Anderson Rudnick Investment Management
California
$32.2M +$1.28M +4,133 +4%
WIP
336
Wellesley Investment Partners
Massachusetts
$31.9M -$1.06M -3,435 -3%
BMCM
337
Bryn Mawr Capital Management
Pennsylvania
$31.8M +$298K +964 +1%
A
338
AdvicePeriod
California
$31.8M -$47.5M -153,354 -61%
HWA
339
Heritage Way Advisors
Illinois
$31.7M +$2.24M +7,240 +8%
CFGS
340
Concourse Financial Group Securities
Alabama
$31.5M +$16.3M +52,662 +118%
LF
341
Lee Financial
Texas
$31.4M -$35.6K -115 -0.1%
AAMC
342
Asset Allocation & Management Company
Illinois
$31.4M +$30.1M +97,157 New
MAFM
343
Mid Atlantic Financial Management
Pennsylvania
$31.3M +$3.33M +10,767 +13%
WCM
344
Windham Capital Management
Massachusetts
$31.2M +$29.8M +96,441 New
TCM
345
TD Capital Management
Tennessee
$30.6M -$2.95M -9,526 -9%
MWM
346
MBE Wealth Management
Wisconsin
$30.4M +$29.1M +94,176 New
SCA
347
Snowden Capital Advisors
New York
$30.1M -$176K -568 -0.6%
IWM
348
IHT Wealth Management
Illinois
$30M +$244K +787 +0.9%
NA
349
Nottingham Advisors
New York
$29.9M -$22.3K -72 -0.1%
OFG
350
Oxford Financial Group
Indiana
$29.9M +$754K +2,435 +3%