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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
351
PAX Financial Group
Texas
$54.8M +$7.11M +15,888 +14%
RVPG
352
Relative Value Partners Group
$54.8M -$8.64M -19,315 -13%
NEPPG
353
New England Professional Planning Group
Rhode Island
$54.7M -$1.2M -2,680 -2%
AI
354
Accredited Investors
Minnesota
$54M -$261K -584 -0.5%
SAM
355
Securian Asset Management
Minnesota
$53.8M
SFS
356
Sowell Financial Services
Arkansas
$53.7M -$6.87M -15,348 -11%
RA
357
Rational Advisors
New York
$53.6M +$9.29M +20,764 +20%
JF
358
JSF Financial
California
$53.1M +$11M +24,549 +25%
GL
359
Graypoint LLC
New York
$53M +$5.92M +13,227 +12%
KFSC
360
Keystone Financial Services (Colorado)
Colorado
$53M +$9.31M +20,811 +20%
CWM
361
Cahill Wealth Management
Michigan
$52.8M +$666K +1,489 +1%
KFS
362
Kelly Financial Services
Massachusetts
$52.7M +$2.27M +5,073 +4%
CI
363
Conning Inc
Connecticut
$51.9M -$33.1K -74 -0.1%
CFGS
364
Concourse Financial Group Securities
Alabama
$51.8M +$6.46M +14,438 +14%
VCM
365
Vision Capital Management
Oregon
$51.8M -$1.27M -2,850 -2%
JWM
366
Janiczek Wealth Management
Colorado
$51.8M -$185K -414 -0.3%
FFA
367
Farther Finance Advisors
California
$51.7M +$26.4M +58,998 +96%
LWA
368
Lineweaver Wealth Advisors
Ohio
$51.6M -$605K -1,352 -1%
PA
369
Pinnacle Associates
New York
$51.6M +$1.33M +2,966 +3%
RCA
370
Resonant Capital Advisors
Wisconsin
$51.5M +$1.21M +2,702 +2%
Deutsche Bank
371
Deutsche Bank
Germany
$51.5M +$1.4M +3,121 +3%
SXL
372
Summit X LLC
Missouri
$51.4M +$7.39M +16,532 +16%
NA
373
Nottingham Advisors
New York
$51.3M -$960K -2,147 -2%
SL
374
SWMG LLC
Texas
$51.3M +$5.31M +11,871 +11%
KFP
375
KMG Fiduciary Partners
Ohio
$51.1M +$42.5K +95 +0.1%