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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
601
FinTrust Capital Advisors
South Carolina
$22.4M
BFS
602
Bard Financial Services
Connecticut
$22.2M -$1M -2,500 -4%
CP
603
Capital Planning
Washington
$22.2M +$943K +2,352 +5%
CIA
604
Capital Investment Advisors
Georgia
$22.1M -$637K -1,590 -3%
UFA
605
US Financial Advisors
Massachusetts
$22M +$1.17M +2,922 +6%
BFM
606
Boston Financial Management
Massachusetts
$22M -$49.7K -124 -0.2%
WPW
607
Waldron Private Wealth
Pennsylvania
$21.8M -$1.69M -4,208 -7%
LF
608
Lantz Financial
Illinois
$21.8M +$134K +335 +0.6%
ECG
609
Edge Capital Group
Georgia
$21.8M +$8.48M +21,156 +66%
SCA
610
Stonebridge Capital Advisors
Minnesota
$21.7M +$744K +1,856 +4%
RWA
611
Ropes Wealth Advisors
Massachusetts
$21.7M -$95.8K -239 -0.5%
DJYG
612
David J. Yvars Group
Florida
$21.6M +$6.66M +16,601 +46%
MMA
613
Miracle Mile Advisors
California
$21.6M -$502K -1,253 -2%
KWS
614
Keystone Wealth Services
California
$21.6M -$1.75M -4,371 -8%
DCM
615
Disciplina Capital Management
Tennessee
$21.6M -$2.06M -5,135 -9%
RFO
616
RiverGlades Family Offices
Florida
$21.6M -$1.3M -3,251 -6%
TWM
617
Trevian Wealth Management
Massachusetts
$21.5M +$5.14M +12,824 +32%
Janus Henderson Group
618
Janus Henderson Group
$21.5M +$2.98M +7,432 +17%
KCM
619
Kanawha Capital Management
Virginia
$21.4M -$102K -255 -0.5%
VA
620
Valmark Advisers
Ohio
$21.4M +$2.29M +5,708 +12%
IWP
621
IAG Wealth Partners
Wisconsin
$21.3M -$793K -1,977 -4%
CGFA
622
Colton Groome Financial Advisors
North Carolina
$21.3M +$6.35M +15,833 +44%
DWT
623
Dorsey & Whitney Trust
South Dakota
$21.1M -$39.7K -99 -0.2%
PCA
624
Pallas Capital Advisors
Massachusetts
$21.1M +$63.7K +159 +0.3%
TC
625
Telemus Capital
Michigan
$21M -$88.6K -221 -0.4%