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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
501
Kanawha Capital Management
Virginia
$12.3M -$239K -803 -2%
RCM
502
Riverhead Capital Management
Delaware
$12.3M -$3.21M -10,803 -21%
WAAG
503
Wealth Alliance Advisory Group
Kansas
$12.3M +$77.3K +260 +0.6%
CA
504
Clearstead Advisors
Ohio
$12.2M -$120K -403 -1%
LFS
505
Lutz Financial Services
Nebraska
$12M -$342K -1,152 -3%
WFPG
506
Waller Financial Planning Group
Ohio
$12M +$294K +989 +3%
FHC
507
First Heartland Consultants
Missouri
$12M +$431K +1,450 +4%
PCP
508
Proficio Capital Partners
Massachusetts
$12M +$706K +2,375 +6%
MTB
509
Mizuho Trust & Banking
Japan
$11.9M +$11.9M +40,000 New
MSA
510
Marino Stram & Associates
Massachusetts
$11.9M -$352K -1,183 -3%
CAM
511
Concorde Asset Management
Michigan
$11.9M +$1.82M +6,126 +18%
PBO
512
Peoples Bank (Ohio)
Ohio
$11.8M -$363K -1,222 -3%
TL
513
TrueWealth LLC
Georgia
$11.8M +$162K +545 +1%
PI
514
PineBridge Investments
New York
$11.8M
OWA
515
Outlook Wealth Advisors
Texas
$11.8M +$4.34M +14,597 +59%
BJL
516
Brighton Jones LLC
Washington
$11.7M -$605K -2,036 -5%
LA
517
Lynch & Associates
Indiana
$11.6M +$11K +37 +0.1%
DZ Bank
518
DZ Bank
Germany
$11.5M +$1.59M +5,350 +16%
Cerity Partners
519
Cerity Partners
New York
$11.5M -$1.08M -3,649 -9%
PVH
520
Psagot Value Holdings
Israel
$11.5M -$33K -111 -0.3%
JFA
521
JNBA Financial Advisors
Minnesota
$11.4M -$651K -2,191 -5%
KIG
522
Kessler Investment Group
Indiana
$11.4M +$1.37M +4,603 +14%
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
$11.3M -$278K -935 -2%
WA
524
Waverly Advisors
Alabama
$11.3M -$78.8K -265 -0.7%
IFAM
525
Institutional & Family Asset Management
Colorado
$11.3M -$1.26M -4,229 -10%