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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
601
GDS Wealth Management
Texas
$25.4M +$637K +1,511 +3%
VFP
602
Verus Financial Partners
Virginia
$25.3M -$863K -2,049 -4%
GCA
603
Gradient Capital Advisors
California
$25.3M +$4.21K +10 +0%
CAG
604
Crestwood Advisors Group
Massachusetts
$25.2M +$8.04M +19,073 +51%
BWFA
605
Baltimore-Washington Financial Advisors
Maryland
$25.2M +$8.08M +19,182 +51%
FA
606
FDx Advisors
Illinois
$25.1M +$898K +2,130 +4%
CPIG
607
Chicago Partners Investment Group
Illinois
$25M +$2.45M +5,824 +12%
WCM
608
Windsor Capital Management
Arizona
$24.8M +$449K +1,066 +2%
WPW
609
Watershed Private Wealth
Illinois
$24.8M +$1.91M +4,521 +9%
SSWM
610
Sheets Smith Wealth Management
North Carolina
$24.7M +$1.26K +3 +0%
PCIA
611
Prime Capital Investment Advisors
Kansas
$24.7M +$20.9M +49,630 +875%
CA
612
CSM Advisors
Pennsylvania
$24.6M +$17.5M +41,466 +303%
CP
613
Capital Planning
Washington
$24.4M +$303K +718 +1%
SLF
614
Sun Life Financial
Ontario, Canada
$24.3M +$1.55M +3,678 +7%
SWA
615
Stratos Wealth Advisors
Ohio
$24.3M +$2.72M +6,454 +13%
LF
616
Lantz Financial
Illinois
$24.2M +$468K +1,110 +2%
IFPG
617
Intrepid Financial Planning Group
Indiana
$24.2M -$254K -603 -1%
SCA
618
Stonebridge Capital Advisors
Minnesota
$24.2M +$622K +1,475 +3%
BFS
619
Bard Financial Services
Connecticut
$24.1M
DWT
620
Dorsey & Whitney Trust
South Dakota
$24M +$1.1M +2,610 +5%
BNP Paribas Financial Markets
621
BNP Paribas Financial Markets
France
$23.9M +$10.6M +25,036 +88%
RWA
622
Ropes Wealth Advisors
Massachusetts
$23.8M +$293K +696 +1%
KCM
623
Kanawha Capital Management
Virginia
$23.8M +$526K +1,248 +2%
Bank Julius Baer & Co
624
Bank Julius Baer & Co
Switzerland
$23.8M +$11.9M +28,243 +113%
DJYG
625
David J. Yvars Group
Florida
$23.7M +$261K +620 +1%