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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIG
376
Freed Investment Group
Massachusetts
$35.1M +$1.22M +3,157 +4%
GWM
377
Gitterman Wealth Management
New Jersey
$34.9M +$34M +87,849 New
VFIC
378
Valley Forge Investment Consultants
Pennsylvania
$34.9M +$6.96M +17,982 +26%
CPO
379
Cerity Partners OCIO
New York
$34.9M -$4.77M -12,313 -12%
MIH
380
Meitav Investment House
Israel
$34.9M -$29.6M -76,570 -47%
TC
381
Telemus Capital
Michigan
$34.7M +$25M +64,570 +314%
TCM
382
TD Capital Management
Tennessee
$34.7M -$349K -902 -1%
BA
383
Bellwether Advisors
Nebraska
$34.6M +$398K +1,028 +1%
PI
384
Pachira Investments
California
$34.5M -$225K -581 -0.7%
MWM
385
MBE Wealth Management
Wisconsin
$34.4M +$1.7M +4,381 +5%
CFGS
386
Concourse Financial Group Securities
Alabama
$34.2M -$6.28M -16,225 -16%
LWA
387
Lineweaver Wealth Advisors
Ohio
$33.8M +$10.5M +27,149 +47%
FWM
388
FFT Wealth Management
Pennsylvania
$33.7M -$268K -693 -0.8%
WTC
389
WhitTier Trust Company
Nevada
$33.7M -$750K -1,936 -2%
CFC
390
Coyle Financial Counsel
Illinois
$33.7M +$5.88M +15,178 +22%
CSWG
391
Cardinal Strategic Wealth Guidance
Kentucky
$33.4M +$1.22M +3,156 +4%
WWM
392
Wiser Wealth Management
Georgia
$33.1M +$1.47M +3,798 +5%
SHGA
393
Sand Hill Global Advisors
California
$33M +$4.87M +12,568 +18%
CWM
394
Cranbrook Wealth Management
Michigan
$33M +$1.56M +4,030 +5%
IWM
395
IHT Wealth Management
Illinois
$32.5M -$677K -1,749 -2%
JWCA
396
J.W. Cole Advisors
Florida
$32.4M +$569K +1,470 +2%
Bank of Montreal
397
Bank of Montreal
Ontario, Canada
$32.3M -$75.6M -195,218 -71%
CA
398
Cornerstone Advisory
Maryland
$32.3M +$3.27M +8,443 +12%
OFG
399
Oxford Financial Group
Indiana
$32.3M -$416K -1,074 -1%
BSSFA
400
Baron Silver Stevens Financial Advisors
Florida
$32.1M +$1.56M +4,017 +5%