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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
476
Fairhaven Wealth Management
Illinois
$33.4M +$1.38M +3,077 +4%
SL
477
SWMG LLC
Texas
$33.3M +$9.96M +22,265 +44%
GPA
478
Guidance Point Advisors
Massachusetts
$33.2M +$712K +1,592 +2%
CWP
479
Corepath Wealth Partners
Arizona
$33.1M +$4.86M +10,857 +16%
FHC
480
Fort Henry Capital
West Virginia
$33.1M +$53.2K +119 +0.2%
BA
481
Bristlecone Advisors
Washington
$33.1M -$782K -1,748 -2%
VCM
482
Verger Capital Management
North Carolina
$33M +$106K +236 +0.3%
SMC
483
Smith, Moore & Co
Missouri
$32.8M +$1.98M +4,432 +7%
SAF
484
Smith Anglin Financial
Texas
$32.8M +$2.33M +5,217 +8%
MWM
485
Mascoma Wealth Management
New Hampshire
$32.8M +$4.62M +10,341 +17%
BWA
486
BDO Wealth Advisors
Florida
$32.6M +$501K +1,121 +2%
William Blair Investment Management
487
William Blair Investment Management
Illinois
$32.4M -$3.09M -6,900 -9%
CCB
488
Country Club Bank
Missouri
$32.3M +$31.4M +70,183 New
MSA
489
Marino Stram & Associates
Massachusetts
$32.2M -$394K -882 -1%
GL
490
Graypoint LLC
New York
$32.1M -$15M -33,579 -32%
CA
491
Centerpoint Advisors
Massachusetts
$32M +$1.87M +4,182 +6%
SA
492
Stewardship Advisors
Pennsylvania
$31.9M -$7.21M -16,124 -19%
TCM
493
Towercrest Capital Management
Pennsylvania
$31.9M -$411K -920 -1%
Bank Julius Baer & Co
494
Bank Julius Baer & Co
Switzerland
$31.7M -$11.6M -25,883 -27%
AWM
495
AAF Wealth Management
Massachusetts
$31.7M -$817K -1,826 -3%
CWS
496
Cypress Wealth Services
California
$31.7M +$7.7M +17,213 +33%
KTA
497
Keeley-Teton Advisors
Illinois
$31.5M -$93.5K -209 -0.3%
RDFA
498
Ritter Daniher Financial Advisory
Ohio
$31.5M -$74.7K -167 -0.2%
AAMA
499
Advanced Asset Management Advisors
Ohio
$31.4M -$8.95K -20 -0%
AA
500
Ancora Advisors
Ohio
$31.3M +$2.2M +4,921 +8%