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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
351
Colony Group
Massachusetts
$23.2M +$854K +2,788 +3%
TCM
352
TD Capital Management
Tennessee
$23.2M -$1.54M -5,017 -5%
AFA
353
Atlanta Financial Associates
Georgia
$23.1M +$27.4M +89,492 New
IWM
354
IHT Wealth Management
Illinois
$23M -$1.16M -3,797 -4%
PA
355
Pinnacle Associates
New York
$22.9M +$838K +2,735 +3%
TA
356
Tiedemann Advisors
New York
$22.8M +$5.73M +18,714 +27%
CB
357
Community Bank
New York
$22.8M +$2.28M +7,435 +9%
CPSAC
358
Chas P. Smith & Associates (CPS)
Florida
$22.8M +$4.84M +15,805 +22%
SHJ
359
Sharkey, Howes & Javer
Colorado
$22.6M +$5.76M +18,803 +27%
SAG
360
Spotlight Asset Group
Illinois
$22.6M +$1.31M +4,291 +5%
BWA
361
BDO Wealth Advisors
Florida
$22.4M +$13.6M +44,227 +105%
5L
362
55I LLC
Massachusetts
$22M +$7.45M +24,314 +45%
KPWG
363
KFA Private Wealth Group
Virginia
$22M +$661K +2,157 +3%
SHGA
364
Sand Hill Global Advisors
California
$21.8M +$5.68M +18,520 +28%
SCA
365
Snowden Capital Advisors
New York
$21.7M -$2.73M -8,913 -10%
BWM
366
BT Wealth Management
Georgia
$21.7M +$11.2M +36,529 +77%
HNB
367
Huntington National Bank
Ohio
$21.7M
TGAM
368
TBH Global Asset Management
Tennessee
$21.4M +$1.77M +5,765 +7%
TFS
369
TrustCore Financial Services
Tennessee
$21.4M +$1.07M +3,488 +4%
A
370
AdvicePeriod
California
$21.4M -$4.77M -15,582 -16%
CWM
371
Cranbrook Wealth Management
Michigan
$21.2M +$1.04M +3,393 +4%
GIM
372
Goelzer Investment Management
Indiana
$21.1M +$1.55M +5,070 +7%
AIIMS
373
Analyst IMS Investment Management Services
Israel
$20.9M +$507K +1,655 +2%
KWMG
374
King Wealth Management Group
Florida
$20.9M -$10.3M -33,490 -29%
Mackenzie Financial
375
Mackenzie Financial
Ontario, Canada
$20.9M