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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
PFG Advisors
Arizona
$10.4M +$1.34M +4,929 +15%
EWM
502
Evermay Wealth Management
Virginia
$10.4M -$204K -750 -2%
BSW
503
Buckingham Strategic Wealth
Missouri
$10.4M +$696K +2,563 +7%
FC
504
Fulcrum Capital
Washington
$10.3M -$1.09M -4,005 -9%
OWM
505
Orgel Wealth Management
Wisconsin
$10.3M +$5.64M +20,757 +103%
AAS
506
Annex Advisory Services
Wisconsin
$10.3M -$182K -669 -2%
SWMG
507
Sanchez Wealth Management Group
Florida
$10.3M +$11.1M +40,778 New
CFA
508
Carroll Financial Associates
North Carolina
$10.3M +$1.51M +5,559 +16%
RA
509
RFG Advisory
Alabama
$10.2M +$2.49M +9,156 +29%
MMA
510
Miracle Mile Advisors
California
$10.2M +$356K +1,310 +3%
CHA
511
Cooper/Haims Advisors
New York
$10M +$348K +1,282 +3%
BFA
512
Beaumont Financial Advisors
Massachusetts
$9.92M +$184K +678 +2%
MA
513
MCF Advisors
Kentucky
$9.89M +$557K +2,050 +6%
WWM
514
Willingdon Wealth Management
North Carolina
$9.88M +$413K +1,520 +4%
CW
515
Cobiz Wealth
Colorado
$9.86M +$4.32M +15,913 +68%
KCM
516
Kanawha Capital Management
Virginia
$9.86M +$727K +2,678 +7%
Calamos Advisors
517
Calamos Advisors
Illinois
$9.85M +$1.84M +6,759 +21%
WAAG
518
Wealth Alliance Advisory Group
Kansas
$9.84M +$1.7M +6,264 +19%
WA
519
Waverly Advisors
Alabama
$9.84M +$8.7M +32,050 +455%
PIA
520
Peachtree Investment Advisors
Georgia
$9.83M +$2.47M +9,101 +30%
5L
521
55I LLC
Massachusetts
$9.79M +$10.6M +38,927 New
FMBTD
522
First Midwest Bank Trust Division
Illinois
$9.76M +$1.87M +6,895 +22%
MWP
523
Moller Wealth Partners
$9.73M -$23.6M -86,765 -70%
LA
524
Lynch & Associates
Indiana
$9.7M +$79.6K +293 +0.8%
SBL
525
Sargent Bickham Lagudis
Colorado
$9.7M -$3.72M -13,681 -26%