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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEAM
401
New England Asset Management
Connecticut
$29.2M +$285K +800 +1%
SPIA
402
Strategic Point Investment Advisors
Rhode Island
$29.1M -$257K -723 -0.9%
VWA
403
Visionary Wealth Advisors
Illinois
$29M -$3.85M -10,810 -12%
BSSFA
404
Baron Silver Stevens Financial Advisors
Florida
$28.8M +$27.3M +76,776 New
PWM
405
PRW Wealth Management
Massachusetts
$28.8M +$1.22M +3,422 +5%
TGAM
406
TBH Global Asset Management
Tennessee
$28.7M +$1.91M +5,357 +8%
BFS
407
Bard Financial Services
Connecticut
$28.7M +$27.2M +76,380 New
SHIM
408
Stone House Investment Management
Pennsylvania
$28.6M -$8.9M -24,992 -25%
FHA
409
First Horizon Advisors
Tennessee
$28.3M +$1.83M +5,143 +7%
DE
410
Day & Ennis
Georgia
$28.2M -$49.1K -138 -0.2%
MAFM
411
Mid Atlantic Financial Management
Pennsylvania
$28M -$1.61M -4,519 -6%
IWMA
412
Ironwood Wealth Management (Arizona)
Arizona
$28M +$2.65M +7,441 +11%
BA
413
Bristlecone Advisors
Washington
$27.7M +$2.49M +7,002 +10%
FHC
414
Fort Henry Capital
West Virginia
$27.7M +$26.2M +73,681 New
RCM
415
Rain Capital Management
Oregon
$27.6M +$2.26M +6,336 +9%
TFS
416
TrustCore Financial Services
Tennessee
$27.6M -$2.54M -7,129 -9%
VFP
417
Verus Financial Partners
Virginia
$27.5M +$21.2M +59,509 +435%
VCM
418
Verger Capital Management
North Carolina
$27.4M +$113K +317 +0.4%
OAP
419
One Advisory Partners
Kansas
$27.4M +$2.55M +7,178 +11%
CA
420
Cornerstone Advisory
Maryland
$27.3M +$654K +1,838 +3%
ASN
421
Advisory Services Network
Georgia
$27.3M -$4.2M -11,795 -14%
CA
422
Crewe Advisors
Utah
$27.2M +$2.88M +8,105 +13%
CIBC Asset Management
423
CIBC Asset Management
Ontario, Canada
$27M
IWP
424
IAG Wealth Partners
Wisconsin
$26.9M -$1.08M -3,046 -4%
MSA
425
Marino Stram & Associates
Massachusetts
$26.7M +$5.47M +15,357 +28%