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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
501
Beaumont Asset Management
Texas
$25.3M +$466K +1,112 +2%
PHAM
502
Palisades Hudson Asset Management
Florida
$25.2M -$201K -479 -0.8%
Two Sigma Advisers
503
Two Sigma Advisers
New York
$25.1M +$2.3M +5,500 +10%
SAG
504
Spotlight Asset Group
Illinois
$25.1M +$659K +1,572 +3%
HWAM
505
Hennion & Walsh Asset Management
New Jersey
$25M +$637K +1,521 +3%
OAP
506
One Advisory Partners
Kansas
$24.9M +$216K +515 +0.9%
CWS
507
Cypress Wealth Services
California
$24.9M -$16.6M -39,559 -41%
IPW
508
IronBridge Private Wealth
Texas
$24.5M +$23.9M +56,947 +1,423,675%
RFO
509
RiverGlades Family Offices
Florida
$24.3M -$43.1K -103 -0.2%
MWM
510
Mascoma Wealth Management
New Hampshire
$24.3M +$2.08M +4,954 +10%
BFS
511
Bard Financial Services
Connecticut
$24.3M +$33.5K +80 +0.1%
SSWM
512
Sheets Smith Wealth Management
North Carolina
$24.1M -$845K -2,017 -3%
CIA
513
Capital Investment Advisors
Georgia
$24.1M -$176K -420 -0.7%
KFP
514
KB Financial Partners
New Jersey
$24M -$77.1K -184 -0.3%
PFA
515
Pettinga Financial Advisors
Indiana
$24M +$511K +1,219 +2%
LWM
516
Liberty Wealth Management
California
$23.9M +$5.35M +12,775 +30%
FHC
517
First Horizon Corporation
Tennessee
$23.9M -$256K -610 -1%
DCM
518
Dimension Capital Management
Florida
$23.6M -$464K -1,108 -2%
IWM
519
IHT Wealth Management
Illinois
$23.5M -$11.3M -27,081 -33%
TA
520
Tectonic Advisors
Texas
$23.5M +$1.59M +3,800 +7%
JWM
521
Jackson Wealth Management
Florida
$23.5M +$15.4M +36,671 +205%
CWM
522
Curi Wealth Management
North Carolina
$23.4M +$5.96M +14,239 +35%
KWP
523
Keystone Wealth Partners
Arizona
$23.3M +$2.86M +6,827 +14%
CTA
524
Colonial Trust Advisors
South Carolina
$23.2M +$359K +856 +2%
DIM
525
Delta Investment Management
California
$23.1M +$190K +453 +0.8%