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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
601
Riverstone Advisors
Texas
$44.8M +$550K +929 +1%
PFGIA
602
Patriot Financial Group Insurance Agency
Massachusetts
$44.8M +$105K +178 +0.2%
ACGA
603
Atlanta Consulting Group Advisors
Georgia
$44.8M -$16.4M -27,686 -27%
AWM
604
AAF Wealth Management
Massachusetts
$44.6M +$842K +1,422 +2%
RPC
605
Rossmore Private Capital
Connecticut
$44.5M +$2.02M +3,413 +5%
BWP
606
Bernardo Wealth Planning
Pennsylvania
$44.3M +$1.9M +3,217 +4%
LWM
607
Latko Wealth Management
Illinois
$44.2M +$404K +683 +0.9%
FG
608
Foster Group
Iowa
$43.9M +$2.79M +4,709 +7%
IFG
609
Independent Financial Group
California
$43.4M +$4.72M +7,968 +12%
MA
610
MCF Advisors
Kentucky
$43.1M -$729K -1,232 -2%
MFA
611
Mayflower Financial Advisors
Massachusetts
$42.9M -$3.94M -6,649 -8%
FCP
612
Fidelis Capital Partners
Florida
$42.7M +$3.89M +6,578 +10%
LLWM
613
Life Line Wealth Management
California
$42.5M +$429K +724 +1%
GSWM
614
Greenup Street Wealth Management
Michigan
$42.4M +$9.82M +16,592 +30%
OAP
615
One Advisory Partners
Kansas
$42.4M -$1.12M -1,897 -3%
PAS
616
PKS Advisory Services
New York
$42.3M +$42.6M +71,896 New
CFGS
617
Concourse Financial Group Securities
Alabama
$42.3M +$385K +651 +0.9%
JWA
618
JFS Wealth Advisors
Pennsylvania
$42.2M +$1.1M +1,853 +3%
CP
619
Capital Planning
Washington
$42.2M +$47.4K +80 +0.1%
CL
620
CLG LLC
California
$42.1M +$42.3M +71,447 New
FTS
621
Fifth Third Securities
Ohio
$42M -$61K -103 -0.1%
1WM
622
1900 Wealth Management
Texas
$42M -$1.54M -2,596 -4%
B
623
Bailard
California
$41.6M -$228K -386 -0.5%
FFA
624
Fi3 Financial Advisors
Indiana
$41.6M -$359K -606 -0.9%
PFA
625
Pettinga Financial Advisors
Indiana
$41.4M -$918K -1,551 -2%