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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
401
Dynamic Advisor Solutions
Arizona
$66.3M +$8.85M +16,826 +16%
CA
402
Centerpoint Advisors
Massachusetts
$65.9M +$896K +1,704 +1%
VCM
403
Vision Capital Management
Oregon
$65M -$251K -478 -0.4%
GRP
404
Global Retirement Partners
California
$64.8M +$6.3M +11,983 +11%
KFP
405
KMG Fiduciary Partners
Ohio
$64.8M -$896K -1,704 -1%
MWM
406
Mascoma Wealth Management
New Hampshire
$64.4M +$1.45M +2,754 +2%
AIA
407
Alternative Investment Advisors
Florida
$64.4M +$8.81M +16,758 +17%
BF
408
BOK Financial
Oklahoma
$64.3M +$3.33M +6,339 +6%
GF
409
Gries Financial
Ohio
$64.1M -$214K -407 -0.3%
JWM
410
Janiczek Wealth Management
Colorado
$63.9M -$3.2M -6,093 -5%
SCA
411
Snowden Capital Advisors
New York
$63.7M -$11.6M -22,058 -16%
LP
412
LGL Partners
Pennsylvania
$63.5M -$2.64M -5,017 -4%
ETS
413
ESL Trust Services
New York
$63M +$4.06M +7,718 +7%
KWM
414
Keebeck Wealth Management
Illinois
$63M -$4.06M -7,730 -6%
Rafferty Asset Management
415
Rafferty Asset Management
New York
$62.9M
BL
416
Balentine LLC
Georgia
$62.8M -$23.8M -45,272 -28%
WDL
417
Well Done LLC
Michigan
$62.5M +$688K +1,309 +1%
TCM
418
Towercrest Capital Management
Pennsylvania
$62.1M +$2.14M +4,074 +4%
CGA
419
Crescent Grove Advisors
Illinois
$62M +$3.42M +6,509 +6%
HA
420
Harfst & Associates
Wyoming
$61.5M +$2.93M +5,577 +5%
AWM
421
Avior Wealth Management
Nebraska
$61M +$2.55M +4,853 +5%
SIG
422
Stonegate Investment Group
Alabama
$60.8M +$6.45M +12,271 +12%
Arrowstreet Capital
423
Arrowstreet Capital
Massachusetts
$60.8M +$8.26M +15,700 +16%
LPAM
424
Lodestar Private Asset Management
California
$60.7M +$1.21M +2,305 +2%
PCG
425
Prosperity Consulting Group
Maryland
$60.6M +$4.13M +7,848 +8%