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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WS
451
Wela Strategies
Georgia
$53.9M +$9.61M +19,200 +23%
BWIA
452
Bryant Woods Investment Advisors
New York
$53.3M +$7.16M +14,302 +16%
HIG
453
Heritage Investment Group
Florida
$53.3M +$1.47M +2,929 +3%
BOCM
454
Bontempo Ohly Capital Management
Maryland
$53.1M -$9.73M -19,446 -16%
AIA
455
Alternative Investment Advisors
Florida
$53M +$3.94M +7,884 +8%
T
456
TNF
Montana
$52.9M +$1.34M +2,677 +3%
OFG
457
Oxford Financial Group
Indiana
$52.7M -$2.09M -4,175 -4%
HCA
458
Heck Capital Advisors
Wisconsin
$52.7M -$1.79M -3,586 -3%
TCM
459
Twele Capital Management
Minnesota
$52.3M -$23.1M -46,234 -32%
CI
460
CX Institutional
Indiana
$52.3M -$78.6K -157 -0.2%
PSCM
461
Per Stirling Capital Management
Texas
$52.1M -$389K -778 -0.8%
RhumbLine Advisers
462
RhumbLine Advisers
Massachusetts
$52.1M -$19.1M -38,243 -28%
FCBT
463
First Citizens Bank & Trust
North Carolina
$52M +$9.71M +19,412 +24%
SIG
464
Stonegate Investment Group
Alabama
$52M +$1.28M +2,564 +3%
DSA
465
Droms Strauss Advisors
Missouri
$52M -$543K -1,086 -1%
FWM
466
Fairhaven Wealth Management
Illinois
$51.9M +$2.95M +5,892 +6%
CCWA
467
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$51.9M -$2.85M -5,691 -5%
BAAM
468
Baker Avenue Asset Management
California
$51.8M +$27.5K +55 +0.1%
CL
469
Choreo LLC
Illinois
$51.8M +$1.34M +2,678 +3%
MFA
470
Mayflower Financial Advisors
Massachusetts
$51.8M +$29.5K +59 +0.1%
AIP
471
Ameritas Investment Partners
Nebraska
$51.8M -$3.63M -7,254 -7%
LLWM
472
Life Line Wealth Management
California
$51.7M +$1.87M +3,729 +4%
KFS
473
Kelly Financial Services
Massachusetts
$51.3M -$19.9M -39,836 -29%
BHWM
474
Bar Harbor Wealth Management
New Hampshire
$51.1M +$1.17M +2,334 +2%
FA
475
Fiducient Advisors
Illinois
$50.9M +$256K +512 +0.5%