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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
501
Consilio Wealth Advisors
Washington
$51.5M +$778K +1,399 +2%
CCG
502
Cypress Capital Group
Florida
$51.5M -$964K -1,733 -2%
EA
503
Enclave Advisors
Texas
$51.3M +$49.5M +88,940 New
BHWM
504
Bar Harbor Wealth Management
New Hampshire
$51.1M +$508K +913 +1%
BA
505
Bristlecone Advisors
Washington
$51M +$815K +1,465 +2%
BWM
506
Buska Wealth Management
Wisconsin
$50.9M +$3.73M +6,717 +8%
D
507
Diversified
Delaware
$50.5M +$1.64M +2,957 +3%
DE
508
Diversified Enterprises
Delaware
$50.5M +$48.7M +87,635 New
RFP
509
Roth Financial Partners
Texas
$50.5M +$882K +1,586 +2%
Arrowstreet Capital
510
Arrowstreet Capital
Massachusetts
$50.4M -$13.2M -23,688 -21%
SFA
511
Sequoia Financial Advisors
Ohio
$50.2M -$4.26M -7,655 -8%
JWCA
512
J.W. Cole Advisors
Florida
$50.1M -$1.39M -2,496 -3%
FCI
513
Financial Counselors Inc
Kansas
$49.8M +$4.62M +8,314 +11%
RL
514
Rogco LP
Oklahoma
$49.5M -$1.88M -3,386 -4%
SC
515
Savant Capital
Illinois
$48.9M +$10.3M +18,519 +28%
AA
516
Ancora Advisors
Ohio
$48.7M +$1.17M +2,108 +3%
ACA
517
Affinity Capital Advisors
California
$48.3M +$1.04M +1,877 +2%
FFM
518
Fullerton Fund Management
Singapore
$48.3M +$35.9M +64,616 +339%
T
519
TNF
Montana
$48.2M -$686K -1,233 -1%
KPWS
520
Kestra Private Wealth Services
Texas
$48.1M -$4.26M -7,668 -8%
SIRP
521
Shelter Insurance Retirement Plan
Missouri
$47.9M
KFSC
522
Keystone Financial Services (Colorado)
Colorado
$47.8M -$5.34M -9,598 -10%
UOMF
523
University of Massachusetts Foundation
Massachusetts
$47.8M
WA
524
Waterford Advisors
New York
$47.6M +$734K +1,320 +2%
HPM
525
Hoxton Planning & Management
West Virginia
$47.3M -$1.53M -2,746 -3%