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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAMA
451
Advanced Asset Management Advisors
Ohio
$27.5M
GSWM
452
Golden State Wealth Management
California
$27.4M -$261K -673 -1%
KTA
453
Keeley-Teton Advisors
Illinois
$27.4M +$249K +643 +0.9%
SC
454
Schoolcraft Capital
Colorado
$27.3M -$739K -1,909 -3%
VWA
455
Visionary Wealth Advisors
Illinois
$27.1M -$3.46M -8,927 -12%
RCM
456
Rain Capital Management
Oregon
$27.1M -$2.11M -5,437 -7%
VOYA Investment Management
457
VOYA Investment Management
Georgia
$27.1M +$1.39M +3,586 +6%
PAG
458
Pinnacle Advisory Group
Maryland
$27M +$4.36M +11,250 +20%
GPA
459
Guidance Point Advisors
Massachusetts
$26.9M +$1.51M +3,891 +6%
RDFA
460
Ritter Daniher Financial Advisory
Ohio
$26.8M +$1.47M +3,796 +6%
CFA
461
Carroll Financial Associates
North Carolina
$26.8M -$517K -1,335 -2%
RFP
462
Roth Financial Partners
Texas
$26.8M +$5.37M +13,881 +26%
EWA
463
EP Wealth Advisors
California
$26.5M +$11.3M +29,218 +78%
SA
464
Stewardship Advisors
Pennsylvania
$26.4M +$2.45M +6,336 +11%
WRF
465
Waddell & Reed Financial
Kansas
$26.4M -$1.36M -3,517 -5%
MCM
466
MV Capital Management
Maryland
$26.4M +$4.04M +10,434 +19%
BIM
467
Bridges Investment Management
Nebraska
$26.3M +$146K +378 +0.6%
MAS
468
Managed Account Services
Florida
$26.2M -$51.1K -132 -0.2%
MA
469
MCF Advisors
Kentucky
$26.2M +$1.13M +2,913 +5%
HMC
470
Harvard Management Company
Massachusetts
$26.1M +$327K +844 +1%
MSWMA
471
Market Street Wealth Management Advisors
Indiana
$26M +$2.87M +7,407 +13%
RSWM
472
Robertson Stephens Wealth Management
California
$25.9M +$174K +450 +0.7%
SWMG
473
Strategic Wealth Management Group
Maryland
$25.8M +$877K +2,266 +4%
Fidelity International
474
Fidelity International
Bermuda
$25.7M +$786K +2,029 +3%
CA
475
Centerpoint Advisors
Massachusetts
$25.6M +$1.05M +2,702 +4%