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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
526
Atomi Financial Group
New York
$47.2M +$14.2M +25,569 +45%
TCM
527
TD Capital Management
Tennessee
$47.2M -$56.7K -102 -0.1%
MSA
528
Marino Stram & Associates
Massachusetts
$47.1M +$409K +736 +0.9%
CPSAC
529
Chas P. Smith & Associates (CPS)
Florida
$46.6M -$2.8M -5,043 -6%
KFA
530
Kelleher Financial Advisors
New York
$46.4M +$1.34M +2,412 +3%
HCM
531
Hollencrest Capital Management
California
$46.4M -$68.4K -123 -0.2%
HI
532
Harbour Investments
Wisconsin
$46.4M +$2.59M +4,653 +6%
CWM
533
Cornerstone Wealth Management
Missouri
$46.4M +$730K +1,313 +2%
CWM
534
Cranbrook Wealth Management
Michigan
$46.3M -$332K -598 -0.7%
BFA
535
Bluestem Financial Advisors
Illinois
$46.3M -$77.3K -139 -0.2%
IWM
536
IHT Wealth Management
Illinois
$46.1M +$12.3M +22,074 +38%
SIA
537
SkyView Investment Advisors
New Jersey
$46M +$467K +840 +1%
ICMARC
538
International City Management Association Retirement Corp
District of Columbia
$46M
SW
539
Simplicity Wealth
New Jersey
$45.9M -$15.6M -28,131 -26%
MFA
540
Mayflower Financial Advisors
Massachusetts
$45.9M -$19M -34,261 -30%
CFO
541
Custos Family Office
Texas
$45.8M +$508K +914 +1%
CIAS
542
CFS Investment Advisory Services
New Jersey
$45.8M +$425K +764 +1%
BOC
543
Bull Oak Capital
California
$45.7M +$2.32M +4,174 +6%
RJT
544
Raymond James Trust
Florida
$45.6M +$547K +984 +1%
KTA
545
Keeley-Teton Advisors
Illinois
$45.5M +$370K +666 +0.9%
NL
546
NWAM LLC
Washington
$45.5M +$43.8M +78,836 New
GPA
547
Guidance Point Advisors
Massachusetts
$45.5M +$435K +783 +1%
CIA
548
Concurrent Investment Advisors
Florida
$45.5M -$2.71M -4,881 -6%
P3I
549
Progeny 3 Inc
Washington
$45.4M
Allianz Asset Management
550
Allianz Asset Management
Germany
$45.3M