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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
551
Wealthcare Advisory Partners
Pennsylvania
$21.5M +$2.57M +6,427 +12%
TA
552
Teramo Advisors
Florida
$21.5M -$5.99M -15,000 -20%
IDA
553
Intelligence Driven Advisers
California
$21.3M +$1.83M +4,578 +9%
SA
554
Stewardship Advisors
Pennsylvania
$21.3M -$5.7M -14,286 -19%
BHWM
555
Bay Harbor Wealth Management
Maryland
$21.2M +$1.46M +3,661 +7%
FCA
556
FinTrust Capital Advisors
South Carolina
$21.2M +$1.29M +3,228 +6%
GRP
557
Global Retirement Partners
California
$21.2M +$482K +1,207 +2%
CFP
558
Cypress Financial Planning
New Jersey
$21.2M +$1.5M +3,767 +7%
MM
559
Meridian Management
Arkansas
$21.1M +$677K +1,696 +3%
DZ Bank
560
DZ Bank
Germany
$21.1M -$399 -1 -0%
SQA
561
Simon Quick Advisors
New Jersey
$21M -$109K -274 -0.5%
SIAM
562
Sterling Investment Advisors (Missouri)
Missouri
$20.9M -$424K -1,063 -2%
CIA
563
Capital Investment Advisors
Georgia
$20.9M +$133K +332 +0.6%
SSWM
564
Sheets Smith Wealth Management
North Carolina
$20.8M +$390K +976 +2%
RHBC
565
R.H. Bluestein & Co
Michigan
$20.8M +$1.91M +4,772 +9%
DCM
566
Disciplina Capital Management
Tennessee
$20.7M +$22.5M +56,364 +3,903%
WEG
567
World Equity Group
Illinois
$20.6M +$4.72M +11,814 +26%
WPW
568
Waldron Private Wealth
Pennsylvania
$20.6M +$2.94M +7,370 +15%
IFPG
569
Intrepid Financial Planning Group
Indiana
$20.5M -$109K -272 -0.5%
BWIA
570
Bryant Woods Investment Advisors
New York
$20.5M +$234K +585 +1%
GIA
571
Gladstone Institutional Advisory
Florida
$20.5M +$1.7M +4,245 +8%
KWS
572
Keystone Wealth Services
California
$20.5M +$49.5K +124 +0.2%
OGF
573
Orin Green Financial
California
$20.5M +$4.35M +10,899 +24%
DWT
574
Dorsey & Whitney Trust
South Dakota
$20.4M +$4.53M +11,350 +25%
BFS
575
Bard Financial Services
Connecticut
$20.3M