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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSW
551
Smith Shellnut Wilson
Mississippi
$8.94M +$829K +3,033 +11%
WWM
552
Western Wealth Management
Colorado
$8.93M -$333K -1,218 -4%
JFG
553
JMG Financial Group
Illinois
$8.85M -$258K -942 -3%
FPFS
554
First Personal Financial Services
North Carolina
$8.81M +$450K +1,647 +6%
EA
555
Elm Advisors
California
$8.81M +$33.6K +123 +0.4%
CL
556
CPWM LLC
Washington
$8.81M +$5.2K +19 +0.1%
FPGK
557
Financial Partners Group (Kansas)
Kansas
$8.8M +$1.9M +6,959 +29%
CAM
558
Concorde Asset Management
Michigan
$8.8M +$923K +3,374 +12%
TWA
559
TCI Wealth Advisors
Arizona
$8.76M +$142K +520 +2%
PFPT
560
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.75M -$1.69M -6,187 -17%
CL
561
Choreo LLC
Illinois
$8.74M -$322K -1,179 -4%
RCM
562
Riverhead Capital Management
Delaware
$8.67M +$2.64M +9,667 +46%
DZ Bank
563
DZ Bank
Germany
$8.65M +$118K +433 +1%
BAS
564
Brown Advisory Securities
Maryland
$8.61M -$4.19M -15,330 -34%
PGWM
565
Parisi Gray Wealth Management
New Jersey
$8.55M -$1.93M -7,074 -19%
NG
566
NatWest Group
United Kingdom
$8.53M +$3.56K +13 +0%
BHIA
567
Birch Hill Investment Advisors
Massachusetts
$8.52M -$31.7K -116 -0.4%
MCM
568
Maxim Capital Management
California
$8.51M +$134K +490 +2%
ACM
569
Aviance Capital Management
Florida
$8.49M +$2.28M +8,355 +39%
CCWA
570
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.48M -$7.38K -27 -0.1%
NL
571
NWAM LLC
Washington
$8.46M +$246K +901 +3%
SLF
572
Sun Life Financial
Ontario, Canada
$8.42M -$8.09M -29,590 -50%
WAP
573
Wealthcare Advisory Partners
Pennsylvania
$8.42M +$296K +1,083 +4%
PJSIMP
574
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.38M -$688K -2,515 -8%
GFS
575
GYL Financial Synergies
Connecticut
$8.35M +$513K +1,875 +7%