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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
601
Parsons Capital Management
Rhode Island
$7.1M -$475K -1,748 -6%
TL
602
TrueWealth LLC
Georgia
$7.04M +$1.98M +7,306 +35%
CAC
603
Certified Advisory Corp
Florida
$7M -$10.3K -38 -0.1%
CAM
604
Concorde Asset Management
Michigan
$6.92M +$99.4K +366 +1%
GFS
605
GYL Financial Synergies
Connecticut
$6.91M +$7.46M +27,467 New
CB
606
Chemical Bank
Michigan
$6.91M +$172K +632 +2%
LWCFA
607
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.9M
NFG
608
Next Financial Group
Texas
$6.88M +$6.5M +23,937 +706%
SGCA
609
Steel Grove Capital Advisors
Tennessee
$6.81M +$4.71M +17,326 +179%
AMG
610
Asset Management Group
Connecticut
$6.81M +$336K +1,238 +5%
DW
611
Domani Wealth
Pennsylvania
$6.71M +$777K +2,862 +12%
NS
612
NewDay Solutions
New Hampshire
$6.7M +$7.23M +26,633 New
MNBTD
613
Moody National Bank Trust Division
Texas
$6.65M
PWAG
614
Polaris Wealth Advisory Group
California
$6.62M +$531K +1,954 +8%
AIA
615
Avalon Investment & Advisory
Texas
$6.61M +$541K +1,992 +8%
EAM
616
Erste Asset Management
Austria
$6.61M +$7.2M +26,510 New
UCMOK
617
United Capital Management of KS
Kansas
$6.55M +$233K +858 +3%
FFM
618
Fullerton Fund Management
Singapore
$6.47M -$8.68M -31,972 -55%
LP
619
LGL Partners
Pennsylvania
$6.44M -$1.94M -7,147 -22%
NFG
620
NewFocus Financial Group
Washington
$6.42M +$433K +1,595 +7%
LNB
621
Ledyard National Bank
$6.42M +$310K +1,141 +5%
PFA
622
Pinnacle Family Advisors
Missouri
$6.37M -$3.02M -11,137 -31%
WP
623
WealthPLAN Partners
Nebraska
$6.29M -$30.1K -111 -0.5%
HCC
624
Hirtle Callaghan & Co
Pennsylvania
$6.28M +$65.2K +240 +1%
Truist Financial
625
Truist Financial
North Carolina
$6.27M +$47.5K +175 +0.7%