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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
501
Bar Harbor Wealth Management
New Hampshire
$48M -$5.01M -9,527 -10%
C
502
Certuity
Florida
$47.8M +$7.23M +13,744 +19%
BA
503
Bristlecone Advisors
Washington
$47.6M -$368K -699 -0.8%
RFP
504
Roth Financial Partners
Texas
$47M -$2.26M -4,299 -5%
CPSAC
505
Chas P. Smith & Associates (CPS)
Florida
$47M -$392K -746 -0.9%
GCIM
506
Gunn & Company Investment Management
Florida
$47M +$42.8M +81,363 +1,830%
Ensign Peak Advisors
507
Ensign Peak Advisors
Utah
$46.9M -$33.9M -64,550 -43%
APTFM
508
AGUR Provident & Training Funds Management
Israel
$46.7M
OAP
509
One Advisory Partners
Kansas
$46.6M -$3.57M -6,786 -7%
HPM
510
Hoxton Planning & Management
West Virginia
$46.4M -$2.46M -4,680 -5%
D
511
Diversified
Delaware
$46.3M +$2.46M +4,672 +6%
PI
512
Parkside Investments
Illinois
$46.1M +$2.62M +4,977 +6%
VFA
513
Voya Financial Advisors
Connecticut
$45.9M -$4.49M -8,540 -9%
CIA
514
Concurrent Investment Advisors
Florida
$45.8M +$1.83M +3,481 +4%
T
515
TNF
Montana
$45.8M -$10.5M -19,982 -19%
KFS
516
Kelly Financial Services
Massachusetts
$45.6M -$7.5M -14,264 -15%
PFG
517
PAX Financial Group
Texas
$45.5M -$5.86M -11,150 -12%
UOMF
518
University of Massachusetts Foundation
Massachusetts
$45.4M -$3.06M -5,816 -7%
CAG
519
Crestwood Advisors Group
Massachusetts
$45.1M -$1.5M -2,855 -3%
PFA
520
Pettinga Financial Advisors
Indiana
$45M -$3.7M -7,032 -8%
AA
521
Ancora Advisors
Ohio
$45M -$5.66M -10,761 -12%
TCM
522
TD Capital Management
Tennessee
$44.8M -$564K -1,072 -1%
ACA
523
Affinity Capital Advisors
California
$44.8M +$4.55M +8,662 +12%
BWM
524
Buska Wealth Management
Wisconsin
$44.6M +$3.08M +5,859 +8%
WA
525
Waterford Advisors
New York
$44.5M +$736K +1,400 +2%