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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMA
501
Miracle Mile Advisors
California
$12.4M +$361K +1,245 +3%
WAAG
502
Wealth Alliance Advisory Group
Kansas
$12.4M +$315K +1,086 +3%
KCM
503
Kanawha Capital Management
Virginia
$12.4M -$169K -582 -1%
PMFA
504
Plante Moran Financial Advisors
Michigan
$12.3M -$202K -696 -2%
LFS
505
Lutz Financial Services
Nebraska
$12.2M +$583K +2,011 +5%
BWM
506
BT Wealth Management
Georgia
$12.2M +$982K +3,390 +9%
CA
507
Clearstead Advisors
Ohio
$12.2M -$158K -545 -1%
GCA
508
Gradient Capital Advisors
California
$12.2M +$254K +878 +2%
BJL
509
Brighton Jones LLC
Washington
$12.2M -$30.7K -106 -0.3%
MSA
510
Marino Stram & Associates
Massachusetts
$12.1M +$163K +563 +1%
CAG
511
Crestwood Advisors Group
Massachusetts
$12.1M +$951K +3,282 +9%
PBO
512
Peoples Bank (Ohio)
Ohio
$12.1M -$1.08M -3,730 -8%
FFA
513
First Foundation Advisors
California
$12M +$937K +3,234 +9%
JFA
514
JNBA Financial Advisors
Minnesota
$11.9M -$680K -2,345 -5%
PI
515
PineBridge Investments
New York
$11.7M -$203K -700 -2%
RIS
516
Retirement Income Solutions
Michigan
$11.6M +$1.08M +3,735 +10%
WFPG
517
Waller Financial Planning Group
Ohio
$11.6M +$859K +2,965 +8%
TL
518
TrueWealth LLC
Georgia
$11.5M +$1.62M +5,582 +17%
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$11.5M -$241K -833 -2%
FHC
520
First Heartland Consultants
Missouri
$11.4M +$5.37M +18,518 +92%
LA
521
Lynch & Associates
Indiana
$11.4M -$95K -328 -0.8%
Victory Capital Management
522
Victory Capital Management
Texas
$11.4M +$11.2M +38,660 New
PVH
523
Psagot Value Holdings
Israel
$11.4M -$185K -638 -2%
WA
524
Waverly Advisors
Alabama
$11.3M -$183K -631 -2%
PCP
525
Proficio Capital Partners
Massachusetts
$11.1M +$570K +1,966 +6%