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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
426
Sequoia Financial Advisors
Ohio
$50.1M +$9.63M +21,526 +26%
T
427
TNF
Montana
$50.1M +$4.13M +9,232 +10%
OFG
428
Oxford Financial Group
Indiana
$49.9M +$820K +1,833 +2%
CCWA
429
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$49.9M -$2.56M -5,725 -5%
Nuveen
430
Nuveen
North Carolina
$49.9M +$45.5M +101,590 +3,628%
HCA
431
Heck Capital Advisors
Wisconsin
$49.6M +$7.79M +17,397 +20%
SHGA
432
Sand Hill Global Advisors
California
$49.3M +$4.41M +9,863 +11%
KPWS
433
Kestra Private Wealth Services
Texas
$49.2M +$12.3M +27,428 +36%
GRP
434
Global Retirement Partners
California
$48.9M +$13.4M +30,011 +41%
SMC
435
Smith, Moore & Co
Missouri
$48.8M +$3.92M +8,765 +9%
GS
436
GTS Securities
Florida
$48.6M +$43.4M +97,027 +2,046%
CGA
437
Crescent Grove Advisors
Illinois
$48.2M +$920K +2,056 +2%
GLA
438
Great Lakes Advisors
Illinois
$48.1M +$10.1M +22,590 +29%
IF
439
Ironwood Financial
Arizona
$48.1M +$3.83M +8,559 +9%
CA
440
Centerpoint Advisors
Massachusetts
$48M +$741K +1,656 +2%
Focus Partners Wealth
441
Focus Partners Wealth
Massachusetts
$47.9M +$44.9M +100,274 New
HPM
442
Hoxton Planning & Management
West Virginia
$47.9M +$11.7M +26,214 +35%
DSA
443
Droms Strauss Advisors
Missouri
$47.7M -$1.84M -4,117 -4%
PSCM
444
Per Stirling Capital Management
Texas
$47.7M +$3M +6,705 +7%
DE
445
Day & Ennis
Georgia
$47.7M +$2.52M +5,630 +6%
CI
446
CX Institutional
Indiana
$47.6M -$1.23M -2,751 -3%
WDL
447
Well Done LLC
Michigan
$47.3M -$732K -1,636 -2%
CWP
448
Corepath Wealth Partners
Arizona
$47.2M -$255K -569 -0.6%
BAAM
449
Baker Avenue Asset Management
California
$47.1M +$4.19M +9,350 +10%
DAS
450
Dynamic Advisor Solutions
Arizona
$47.1M +$15.8M +35,403 +55%