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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
476
Pettinga Financial Advisors
Indiana
$35.9M +$7.59M +16,967 +25%
WS
477
Wela Strategies
Georgia
$35.9M +$37.4M +83,512 New
SFA
478
Sequoia Financial Advisors
Ohio
$35.8M +$1.23M +2,759 +3%
FCBT
479
First Citizens Bank & Trust
North Carolina
$35.4M +$6.53M +14,588 +22%
GPA
480
Guidance Point Advisors
Massachusetts
$35.3M -$1.57M -3,519 -4%
WAAG
481
Wealth Alliance Advisory Group
Kansas
$35.3M +$635K +1,419 +2%
TA
482
Tectonic Advisors
Texas
$35.2M +$2.74M +6,135 +8%
CWM
483
Cornerstone Wealth Management
Missouri
$35.2M -$1.65M -3,682 -4%
TGAM
484
TBH Global Asset Management
Tennessee
$35.1M +$5.49M +12,267 +18%
BFA
485
Bluestem Financial Advisors
Illinois
$35.1M +$873K +1,951 +2%
FWM
486
Fairhaven Wealth Management
Illinois
$35M +$927K +2,072 +3%
BG
487
Benedetti & Gucer
Georgia
$35M -$5.14M -11,490 -12%
PA
488
Parallel Advisors
California
$34.7M +$5.32M +11,903 +17%
WA
489
Waterford Advisors
New York
$34.5M +$543K +1,214 +2%
EWA
490
EP Wealth Advisors
California
$34.4M +$33.6M +75,166 +1,512%
AWM
491
Apollon Wealth Management
South Carolina
$34.3M -$7.79M -17,416 -18%
MSA
492
Marino Stram & Associates
Massachusetts
$34.2M +$335K +750 +1%
Luther King Capital Management (LKCM)
493
Luther King Capital Management (LKCM)
Texas
$34.1M
BIM
494
Bridges Investment Management
Nebraska
$34.1M -$747K -1,671 -2%
BSSFA
495
Baron Silver Stevens Financial Advisors
Florida
$33.9M -$1.55M -3,470 -4%
TA
496
Teramo Advisors
Florida
$33.8M
AAG
497
Armstrong Advisory Group
Massachusetts
$33.6M -$735K -1,644 -2%
GLA
498
Great Lakes Advisors
Illinois
$33.6M -$1.22M -2,722 -3%
KTA
499
Keeley-Teton Advisors
Illinois
$33.4M +$338K +756 +1%
GIA
500
Gladstone Institutional Advisory
Florida
$33.4M +$1.62M +3,626 +5%