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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
551
Clearstead Advisors
Ohio
$21.9M +$732K +1,780 +3%
IFPG
552
Intrepid Financial Planning Group
Indiana
$21.8M +$23.7M +57,551 New
HF
553
Halpern Financial
Virginia
$21.8M +$2.43M +5,904 +11%
Millennium Management
554
Millennium Management
New York
$21.7M +$17M +41,295 +258%
MM
555
Meridian Management
Arkansas
$21.7M -$629K -1,528 -3%
SSWM
556
Sheets Smith Wealth Management
North Carolina
$21.7M +$1,000K +2,431 +4%
Citadel Advisors
557
Citadel Advisors
Florida
$21.7M +$20.9M +50,841 +810%
KWS
558
Keystone Wealth Services
California
$21.6M +$94.2K +229 +0.4%
BA
559
Bluesphere Advisors
Pennsylvania
$21.6M +$13.8M +33,590 +144%
MMA
560
Miracle Mile Advisors
California
$21.5M +$1.82M +4,415 +8%
GCA
561
Gradient Capital Advisors
California
$21.5M +$1.4M +3,401 +6%
BWIA
562
Bryant Woods Investment Advisors
New York
$21.5M +$390K +949 +2%
BFS
563
Bard Financial Services
Connecticut
$21.5M +$51.4K +125 +0.2%
FCA
564
FinTrust Capital Advisors
South Carolina
$21.3M +$1.71M +4,151 +8%
BHWM
565
Bay Harbor Wealth Management
Maryland
$21.1M +$2.45M +5,955 +12%
IWP
566
IAG Wealth Partners
Wisconsin
$21M +$390K +947 +2%
RFO
567
RiverGlades Family Offices
Florida
$20.9M -$934K -2,271 -4%
CFP
568
Cypress Financial Planning
New Jersey
$20.9M +$22.7M +55,241 New
BAAM
569
Baker Avenue Asset Management
California
$20.9M +$2.44M +5,923 +12%
SWM
570
SigFig Wealth Management
California
$20.8M +$3.98M +9,668 +19%
RA
571
Riverstone Advisors
Texas
$20.6M -$58.4K -142 -0.3%
FTS
572
Fifth Third Securities
Ohio
$20.5M +$22.3M +54,163 New
FFM
573
Fullerton Fund Management
Singapore
$20.4M +$22.1M +53,696 New
JWA
574
JFS Wealth Advisors
Pennsylvania
$20.3M +$1.56M +3,792 +8%
WAP
575
Wealthcare Advisory Partners
Pennsylvania
$20.3M +$10.3M +25,137 +88%