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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Crewe Advisors
Utah
$32.1M +$3.14M +8,117 +11%
TVAMP
402
Tennessee Valley Asset Management Partners
Tennessee
$32.1M -$870K -2,247 -3%
WCM
403
Windham Capital Management
Massachusetts
$31.8M -$4.62M -11,942 -13%
BFA
404
Bluestem Financial Advisors
Illinois
$31.8M -$1.04M -2,678 -3%
IDA
405
Intelligence Driven Advisers
California
$31.6M -$18.2K -47 -0.1%
FCBT
406
First Citizens Bank & Trust
North Carolina
$31.5M +$407K +1,050 +1%
ST
407
Smithfield Trust
Pennsylvania
$31.5M +$399K +1,030 +1%
MCWS
408
McKinley Carter Wealth Services
West Virginia
$31.5M -$3.07M -7,927 -9%
FPGK
409
Financial Partners Group (Kansas)
Kansas
$31.5M +$415K +1,072 +1%
GF
410
Gries Financial
Ohio
$31.4M +$29.5M +76,177 New
FCH
411
Freestone Capital Holdings
Washington
$31.4M +$356K +920 +1%
MIAN
412
Mariner Independent Advisor Network
Kansas
$31M -$919K -2,374 -3%
NEAM
413
New England Asset Management
Connecticut
$31M
EWM
414
Evercore Wealth Management
New York
$30.9M -$1.06M -2,749 -3%
NL
415
NWAM LLC
Washington
$30.5M +$2.47M +6,384 +9%
IWMA
416
Ironwood Wealth Management (Arizona)
Arizona
$30.3M +$644K +1,663 +2%
Sumitomo Mitsui Trust Group
417
Sumitomo Mitsui Trust Group
Japan
$30.3M -$26.4M -68,071 -47%
DCM
418
DeGreen Capital Management
Arizona
$30M -$189K -489 -0.4%
TGAM
419
TBH Global Asset Management
Tennessee
$29.9M -$448K -1,157 -2%
AWM
420
AAF Wealth Management
Massachusetts
$29.9M -$1.26M -3,267 -4%
FHC
421
Fort Henry Capital
West Virginia
$29.8M +$504K +1,303 +2%
NC
422
NinePointTwo Capital
California
$29.6M +$2.54M +6,566 +10%
SPIA
423
Strategic Point Investment Advisors
Rhode Island
$29.5M -$1.14M -2,948 -4%
SHJ
424
Sharkey, Howes & Javer
Colorado
$29.5M -$2.7M -6,975 -9%
DE
425
Day & Ennis
Georgia
$29.5M -$385K -995 -1%