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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIM
551
Karpus Investment Management
New York
$59.3M -$10.3M -15,078 -14%
MSA
552
Marino Stram & Associates
Massachusetts
$58.9M +$1.47M +2,148 +2%
CWA
553
CM Wealth Advisors
Ohio
$58.8M +$34.6M +50,629 +128%
AFS
554
Axiom Financial Strategies
Indiana
$58.8M +$17.9M +26,208 +41%
OFG
555
Oxford Financial Group
Indiana
$58.4M -$1.82M -2,661 -3%
MYIA
556
Mount Yale Investment Advisors
Colorado
$58.2M +$50.7M +74,313 +503%
MW
557
Marble Wealth
Alabama
$58.1M -$160K -234 -0.3%
WA
558
Waterford Advisors
New York
$58.1M +$1.61M +2,365 +3%
EA
559
Enclave Advisors
Texas
$58M +$1.26M +1,842 +2%
JWA
560
JFS Wealth Advisors
Pennsylvania
$57.9M +$4.36M +6,390 +8%
Citigroup
561
Citigroup
New York
$57.5M +$2.08M +3,048 +4%
CPSAC
562
Chas P. Smith & Associates (CPS)
Florida
$57.4M +$5.41M +7,921 +10%
AA
563
Ancora Advisors
Ohio
$57.2M -$2.61M -3,822 -4%
Rafferty Asset Management
564
Rafferty Asset Management
New York
$57.2M – – –
SFS
565
Sowell Financial Services
Arkansas
$57.1M -$3.55M -5,202 -6%
BSSFA
566
Baron Silver Stevens Financial Advisors
Florida
$57M +$287K +420 +0.5%
AWM
567
Avior Wealth Management
Nebraska
$56.7M -$3.39M -4,961 -5%
AWM
568
AAF Wealth Management
Massachusetts
$56.4M +$590K +864 +1%
FFBTD
569
First Financial Bank - Trust Division
Ohio
$56.2M +$4.13M +6,047 +8%
VT
570
Vise Technologies
New York
$56M – – –
BWP
571
Bernardo Wealth Planning
Pennsylvania
$55.8M +$24.6K +36 +0%
KA
572
Kovack Advisors
Florida
$55.7M -$2.88M -4,213 -5%
CTA
573
Colonial Trust Advisors
South Carolina
$55.7M +$915K +1,340 +2%
SRC
574
Shufro Rose & Co
New York
$55.7M +$6.19M +9,070 +12%
GSWM
575
Greenup Street Wealth Management
Michigan
$55.5M +$346K +506 +0.6%