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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWMA
451
Ironwood Wealth Management (Arizona)
Arizona
$37.6M -$4.42M -9,885 -11%
BSSFA
452
Baron Silver Stevens Financial Advisors
Florida
$37.6M +$613K +1,371 +2%
OFG
453
Oxford Financial Group
Indiana
$37.5M -$788K -1,763 -2%
BAG
454
Briggs Advisory Group
Rhode Island
$37.4M -$192K -430 -0.5%
MIAN
455
Mariner Independent Advisor Network
Kansas
$37.4M -$4.87M -10,890 -12%
UOMF
456
University of Massachusetts Foundation
Massachusetts
$37.3M -$2.67M -5,976 -7%
SHGA
457
Sand Hill Global Advisors
California
$37.2M -$635K -1,419 -2%
CFC
458
Coyle Financial Counsel
Illinois
$36.8M -$3.71M -8,303 -9%
DGAM
459
Desjardins Global Asset Management
Quebec, Canada
$36.6M -$64.8M -144,874 -64%
FBB
460
Fulton Breakefield Broenniman
Maryland
$36.5M +$1.09M +2,429 +3%
EWM
461
Evercore Wealth Management
New York
$36.3M -$490K -1,095 -1%
CWG
462
Cornerstone Wealth Group
North Carolina
$36.2M -$3.6M -8,044 -9%
DE
463
Day & Ennis
Georgia
$36.1M +$1.3M +2,898 +4%
ST
464
Smithfield Trust
Pennsylvania
$35.7M +$861K +1,926 +3%
Arrowstreet Capital
465
Arrowstreet Capital
Massachusetts
$35.6M -$22.8M -50,896 -39%
B
466
Bailard
California
$35.1M +$1.87M +4,180 +6%
FFA
467
First Foundation Advisors
California
$35.1M -$6.21M -13,887 -15%
IF
468
Ironwood Financial
Arizona
$35M +$1.97M +4,405 +6%
WCM
469
Windham Capital Management
Massachusetts
$34.8M
KCA
470
Karn Couzens & Associates
Connecticut
$34.7M -$13K -29 -0%
CPO
471
Cerity Partners OCIO
New York
$34.3M -$5.66M -12,657 -14%
GSWM
472
Golden State Wealth Management
California
$34.3M +$606K +1,356 +2%
CGA
473
Crescent Grove Advisors
Illinois
$33.9M +$769K +1,720 +2%
BFA
474
Bluestem Financial Advisors
Illinois
$33.8M -$510K -1,141 -2%
FWM
475
Fairhaven Wealth Management
Illinois
$33.4M +$1.38M +3,077 +4%