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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
551
Sequoia Financial Advisors
Ohio
$72.3M +$237K +326 +0.3%
PI
552
Parkside Investments
Illinois
$72.3M +$2.28M +3,137 +3%
MCM
553
MV Capital Management
Maryland
$72.2M -$1.57M -2,162 -2%
WWA
554
WCG Wealth Advisors
Nevada
$71.2M +$33.4M +45,824 +93%
KFS
555
Kelly Financial Services
Massachusetts
$70.8M +$25.2M +34,643 +58%
CGFA
556
Colton Groome Financial Advisors
North Carolina
$70.7M +$804K +1,104 +1%
SWM
557
SigFig Wealth Management
California
$70.5M +$12.5M +17,225 +22%
SFFS
558
Stonehage Fleming Financial Services
Jersey
$70.4M +$12.1M +16,684 +22%
FFBTD
559
First Financial Bank - Trust Division
Ohio
$70.3M +$5.7M +7,821 +9%
SAG
560
SageView Advisory Group
California
$70.1M +$36.2M +49,692 +113%
EA
561
Enclave Advisors
Texas
$69.8M +$3.3M +4,530 +5%
TCM
562
Twele Capital Management
Minnesota
$69.7M -$3.64M -4,992 -5%
WA
563
Waterford Advisors
New York
$69.7M +$1.18M +1,625 +2%
KPWG
564
KFA Private Wealth Group
Virginia
$69.5M -$14.8M -20,339 -18%
JWA
565
JFS Wealth Advisors
Pennsylvania
$69.4M +$3.02M +4,153 +5%
UBS AM
566
UBS AM
Illinois
$69.3M +$1.14M +1,563 +2%
KFSC
567
Keystone Financial Services (Colorado)
Colorado
$68.8M +$26.4M +36,296 +65%
FMN
568
Financial Management Network
California
$68.8M +$1.27M +1,747 +2%
VAS
569
Vestmark Advisory Solutions
Massachusetts
$68.7M +$29.1M +39,965 +77%
SIA
570
Sovereign Investment Advisors
Arizona
$68.4M +$171K +235 +0.3%
RIM
571
Rakuten Investment Management
Japan
$68.4M -$85M -116,717 -56%
CPW
572
Crestmont Private Wealth
Texas
$68.3M -$934K -1,282 -1%
MW
573
Marble Wealth
Alabama
$68.2M +$1.47M +2,021 +2%
AFS
574
Axiom Financial Strategies
Indiana
$68.1M +$645K +886 +1%
MSA
575
Marino Stram & Associates
Massachusetts
$68M +$411K +565 +0.6%