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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAS
401
Sage Advisory Services
Texas
$35.6M -$8.83M -21,084 -20%
FWM
402
FFT Wealth Management
Pennsylvania
$35.5M -$967K -2,308 -3%
BSSFA
403
Baron Silver Stevens Financial Advisors
Florida
$35.3M +$523K +1,248 +2%
OFG
404
Oxford Financial Group
Indiana
$35.1M +$182K +434 +0.5%
MCWS
405
McKinley Carter Wealth Services
West Virginia
$34.8M +$721K +1,722 +2%
APSP
406
Asset Planning Services (Pennsylvania)
Pennsylvania
$34.5M -$7.11M -16,968 -17%
CWG
407
Cornerstone Wealth Group
North Carolina
$34.5M -$2.11M -5,029 -6%
TGAM
408
TBH Global Asset Management
Tennessee
$34.3M +$1.9M +4,542 +6%
ST
409
Smithfield Trust
Pennsylvania
$33.9M -$124K -296 -0.4%
FCBT
410
First Citizens Bank & Trust
North Carolina
$33.9M -$170K -407 -0.5%
SPIA
411
Strategic Point Investment Advisors
Rhode Island
$33.7M +$1.8M +4,292 +6%
IWMA
412
Ironwood Wealth Management (Arizona)
Arizona
$33.5M +$690K +1,646 +2%
NEAM
413
New England Asset Management
Connecticut
$33.4M
FCH
414
Freestone Capital Holdings
Washington
$33.2M -$708K -1,691 -2%
EWM
415
Evercore Wealth Management
New York
$33.1M -$262K -626 -0.8%
GF
416
Gries Financial
Ohio
$33M -$553K -1,321 -2%
SWMG
417
Strategic Wealth Management Group
Maryland
$33M +$5.03M +12,006 +19%
WCM
418
Windham Capital Management
Massachusetts
$33M -$1.34M -3,192 -4%
OWM
419
Orgel Wealth Management
Wisconsin
$32.9M +$2.28M +5,432 +8%
NL
420
NWAM LLC
Washington
$32.7M -$253K -605 -0.8%
BFA
421
Bluestem Financial Advisors
Illinois
$32.7M -$1.57M -3,743 -5%
Cerity Partners
422
Cerity Partners
New York
$32.7M +$2.05M +4,891 +7%
FHC
423
Fort Henry Capital
West Virginia
$32.3M +$97.6K +233 +0.3%
DE
424
Day & Ennis
Georgia
$32.3M +$450K +1,074 +1%
BOS
425
Bank of Stockton
California
$32.1M +$1.38M +3,283 +5%