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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MC
601
Middleton & Co
Massachusetts
$23.5M -$1.3M -2,822 -5%
TC
602
TownSquare Capital
Utah
$23.5M +$5.3M +11,502 +30%
LWA
603
LWS Wealth Advisors
New Jersey
$23.4M -$27.2K -59 -0.1%
T. Rowe Price Associates
604
T. Rowe Price Associates
Maryland
$23.4M +$4.67M +10,123 +26%
IFA
605
Interactive Financial Advisors
Illinois
$23.3M -$687K -1,491 -3%
PFA
606
Pinnacle Family Advisors
Missouri
$23.2M -$1.07M -2,325 -5%
CIAS
607
CBIZ Investment Advisory Services
Ohio
$23.1M +$22.3M +48,487 New
GCA
608
Greenwood Capital Associates
South Carolina
$23.1M +$2.81M +6,090 +14%
BFA
609
Beaumont Financial Advisors
Massachusetts
$23M +$664K +1,440 +3%
WCM
610
WealthBridge Capital Management
Ohio
$22.9M -$1.34M -2,903 -6%
SCA
611
Stonebridge Capital Advisors
Minnesota
$22.9M +$919K +1,994 +4%
EGP
612
Entrust Global Partners
New York
$22.9M +$22.1M +47,950 New
MMA
613
Miracle Mile Advisors
California
$22.8M +$4.7M +10,208 +27%
BBHBI
614
B, B, H, & B Inc
Alabama
$22.8M +$606K +1,315 +3%
CP
615
Capital Planning
Washington
$22.8M -$35.9K -78 -0.2%
ES
616
ETF Store
Kansas
$22.8M +$23.4M +50,821 New
AWM
617
Avondale Wealth Management
Texas
$22.7M -$1.29M -2,809 -6%
FFA
618
Fi3 Financial Advisors
Indiana
$22.6M +$1.54M +3,341 +8%
MFG
619
Monumental Financial Group
Maryland
$22.6M +$571K +1,240 +3%
JWA
620
JFS Wealth Advisors
Pennsylvania
$22.4M +$2.36M +5,123 +12%
HI
621
Human Investing
Oregon
$22.4M -$83.9K -182 -0.4%
Neuberger Berman Group
622
Neuberger Berman Group
New York
$22.4M -$75.6K -164 -0.3%
DIM
623
Delta Investment Management
California
$22.4M +$796K +1,728 +4%
FG
624
Foster Group
Iowa
$22.2M +$1.21M +2,620 +6%
LAS
625
Lloyd Advisory Services
Georgia
$22.1M -$173K -376 -0.8%