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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
501
MassMutual Private Wealth & Trust
Connecticut
$11.3M -$2.04M -7,447 -16%
LFS
502
Lutz Financial Services
Nebraska
$11.2M +$2.12M +7,756 +24%
LA
503
Legacy Advisors
Pennsylvania
$11.2M +$6.14M +22,471 +134%
LPT
504
Legacy Private Trust
Wisconsin
$11.2M +$8.28M +30,272 +338%
PVH
505
Psagot Value Holdings
Israel
$11.2M +$284K +1,039 +3%
LA
506
Lynch & Associates
Indiana
$11.1M +$132K +483 +1%
GIA
507
Gladstone Institutional Advisory
Florida
$11.1M +$92.4K +338 +0.9%
WA
508
Waverly Advisors
Alabama
$11M -$76K -278 -0.7%
SC
509
Scotia Capital
Ontario, Canada
$11M -$1.55M -5,678 -13%
BWM
510
BT Wealth Management
Georgia
$11M -$10.6M -38,593 -50%
CAG
511
Crestwood Advisors Group
Massachusetts
$10.7M -$2.64M -9,657 -20%
FFA
512
First Foundation Advisors
California
$10.7M -$17.7M -64,656 -63%
AIM
513
Acropolis Investment Management
Missouri
$10.6M -$172K -629 -2%
BUB
514
BBVA USA Bancshares
Texas
$10.6M +$77.1K +282 +0.8%
CHA
515
Cooper/Haims Advisors
New York
$10.6M -$742K -2,714 -7%
Barclays
516
Barclays
United Kingdom
$10.6M -$1.18M -4,300 -10%
WCF
517
West Coast Financial
California
$10.5M -$2.36M -8,642 -19%
AB
518
Amalgamated Bank
New York
$10.5M +$1.43M +5,245 +17%
SBSB
519
Sullivan, Bruyette, Speros & Blaney
Virginia
$10.4M +$183K +669 +2%
LA
520
LVW Advisors
New York
$10.4M -$381K -1,395 -4%
AAS
521
Annex Advisory Services
Wisconsin
$10.4M -$1.19M -4,362 -11%
WFPG
522
Waller Financial Planning Group
Ohio
$10.4M +$847K +3,096 +10%
HSA
523
HBK Sorce Advisory
Pennsylvania
$10.3M -$1.41M -5,170 -12%
MWP
524
Moller Wealth Partners
$10.3M -$342K -1,251 -3%
PEA
525
Pacific Edge Advisors
California
$10.3M -$1.52M -5,560 -13%