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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
376
Resonant Capital Advisors
Wisconsin
$31.6M +$2.44M +6,862 +9%
BWA
377
BDO Wealth Advisors
Florida
$31.6M -$2.55M -7,158 -8%
IWM
378
IHT Wealth Management
Illinois
$31.4M -$849K -2,385 -3%
TVAMP
379
Tennessee Valley Asset Management Partners
Tennessee
$31.1M +$15.2M +42,663 +106%
APA
380
American Portfolios Advisors
New York
$31.1M -$8.98M -25,217 -23%
BFA
381
Bluestem Financial Advisors
Illinois
$31M +$240K +675 +0.8%
OFG
382
Oxford Financial Group
Indiana
$30.9M -$1.46M -4,102 -5%
MWM
383
MBE Wealth Management
Wisconsin
$30.8M -$6.25M -17,565 -18%
SAF
384
Smith Anglin Financial
Texas
$30.8M +$29.2M +82,136 New
BWM
385
BT Wealth Management
Georgia
$30.6M +$3.63M +10,185 +14%
SHJ
386
Sharkey, Howes & Javer
Colorado
$30.4M +$3.62M +10,163 +14%
CSWG
387
Cardinal Strategic Wealth Guidance
Kentucky
$30.3M +$1.43M +4,029 +5%
EWM
388
Evercore Wealth Management
New York
$30.2M +$2.79M +7,826 +11%
MIAN
389
Mariner Independent Advisor Network
Kansas
$30.2M +$8.54M +23,997 +43%
FPGK
390
Financial Partners Group (Kansas)
Kansas
$30.1M +$1.7M +4,784 +7%
JWCA
391
J.W. Cole Advisors
Florida
$30M +$7.73M +21,710 +37%
IDA
392
Intelligence Driven Advisers
California
$29.8M -$744K -2,091 -3%
WWM
393
Wiser Wealth Management
Georgia
$29.8M +$28.3M +79,412 New
CWM
394
Cranbrook Wealth Management
Michigan
$29.6M -$513K -1,442 -2%
RhumbLine Advisers
395
RhumbLine Advisers
Massachusetts
$29.5M -$22.2M -62,249 -44%
AWM
396
AAF Wealth Management
Massachusetts
$29.4M +$27.9M +78,430 New
ST
397
Smithfield Trust
Pennsylvania
$29.4M +$2.77M +7,788 +11%
FCBT
398
First Citizens Bank & Trust
North Carolina
$29.4M -$295K -828 -1%
MWC
399
MKD Wealth Coaches
Michigan
$29.3M +$7.4M +20,781 +36%
FCH
400
Freestone Capital Holdings
Washington
$29.2M -$141K -396 -0.5%