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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
501
BDO Wealth Advisors
Florida
$33.8M +$65K +141 +0.2%
FWM
502
Fairhaven Wealth Management
Illinois
$33.7M +$2.28M +4,943 +8%
CIBC Asset Management
503
CIBC Asset Management
Ontario, Canada
$33.7M – – –
KTA
504
Keeley-Teton Advisors
Illinois
$33.2M -$1.84K -4 -0%
RDFA
505
Ritter Daniher Financial Advisory
Ohio
$33.2M +$35K +76 +0.1%
AAMA
506
Advanced Asset Management Advisors
Ohio
$33M +$9.22K +20 +0%
VFP
507
Verus Financial Partners
Virginia
$32.5M -$125K -272 -0.4%
IA
508
IFP Advisors
Florida
$32.5M +$8.47M +18,369 +37%
SMC
509
Smith, Moore & Co
Missouri
$32.4M +$592K +1,284 +2%
TWC
510
TD Waterhouse Canada
Ontario, Canada
$32.4M +$30.6M +66,466 New
SMG
511
Spectrum Management Group
Indiana
$32.1M +$847K +1,838 +3%
SAF
512
Smith Anglin Financial
Texas
$32M +$2.6M +5,651 +9%
BIM
513
Bridges Investment Management
Nebraska
$31.9M -$370K -802 -1%
BAM
514
Beaumont Asset Management
Texas
$31.9M +$2.35M +5,096 +8%
EWA
515
EP Wealth Advisors
California
$31.9M +$626K +1,359 +2%
HH
516
HWG Holdings
Texas
$31.7M +$30.7M +66,513 New
CA
517
Centerpoint Advisors
Massachusetts
$31.6M -$1.2M -2,609 -4%
TSA
518
Tri-Star Advisors
Texas
$31.5M +$4.96M +10,765 +19%
MWA
519
Meridian Wealth Advisors
Texas
$31.5M +$1.46M +3,158 +5%
RCM
520
Rain Capital Management
Oregon
$31.2M -$57.1K -124 -0.2%
KFSC
521
Keystone Financial Services (Colorado)
Colorado
$31.1M +$30.1M +65,282 New
RVPG
522
Relative Value Partners Group
$30.9M +$5.98M +12,970 +25%
CWP
523
Corepath Wealth Partners
Arizona
$30.9M +$1.6M +3,476 +6%
OBWG
524
Onyx Bridge Wealth Group
New York
$30.7M +$6.28M +13,623 +27%
PFA
525
Pettinga Financial Advisors
Indiana
$30.7M +$3.55M +7,704 +14%