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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
401
Plante Moran Financial Advisors
Michigan
$11.4M +$821K +2,985 +8%
AFG
402
Arkansas Financial Group
Arkansas
$11.3M -$28.3K -103 -0.2%
CGH
403
Crossmark Global Holdings
Texas
$11.3M -$403K -1,467 -3%
VFA
404
Valeo Financial Advisors
Indiana
$11.3M +$315K +1,147 +3%
FWM
405
FFT Wealth Management
Pennsylvania
$11.2M +$8.72M +31,691 +298%
EWM
406
Evermay Wealth Management
Virginia
$11.2M +$2.44M +8,875 +27%
WCM
407
Weatherstone Capital Management
Colorado
$11.2M -$985K -3,582 -8%
HSA
408
HBK Sorce Advisory
Pennsylvania
$11.1M +$1.15M +4,182 +11%
RRC
409
Relaxing Retirement Coach
Massachusetts
$11.1M +$4.6M +16,714 +67%
CWSR
410
Chessman Wealth Strategies RIA
Texas
$11M -$1.03M -3,741 -8%
WAG
411
Winthrop Advisory Group
Massachusetts
$11M +$4.51M +16,403 +65%
LA
412
LVW Advisors
New York
$11M +$109K +398 +1%
TCM
413
Towercrest Capital Management
Pennsylvania
$10.9M +$343K +1,247 +3%
SAM
414
Silvercrest Asset Management
New York
$10.7M +$428K +1,557 +4%
AA
415
Ancora Advisors
Ohio
$10.7M +$93.8K +341 +0.9%
SSWM
416
Sheets Smith Wealth Management
North Carolina
$10.7M +$1.25M +4,550 +13%
AIM
417
Acropolis Investment Management
Missouri
$10.7M -$3.81M -13,871 -26%
GCA
418
Gradient Capital Advisors
California
$10.7M -$288K -1,047 -3%
MMA
419
Miracle Mile Advisors
California
$10.6M -$717K -2,606 -6%
SCA
420
Stonebridge Capital Advisors
Minnesota
$10.3M +$884K +3,214 +9%
SBL
421
Sargent Bickham Lagudis
Colorado
$10.3M -$2.45M -8,903 -19%
TC
422
Trilogy Capital
California
$10.2M +$1.15M +4,170 +12%
ST
423
Smithfield Trust
Pennsylvania
$10.2M +$424K +1,541 +4%
Capital Fund Management (CFM)
424
Capital Fund Management (CFM)
France
$10.1M +$10.2M +37,261 +4,699%
PAM
425
PVG Asset Management
Colorado
$10.1M +$238K +864 +2%