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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
651
Valmark Advisers
Ohio
$57.4M +$8.66M +11,895 +18%
SCA
652
Stonebridge Capital Advisors
Minnesota
$57.3M +$202K +277 +0.4%
CWWM
653
Clear Wave Wealth Management
New Jersey
$56.7M -$1.57M -2,152 -3%
UFF
654
USA Financial Formulas
Michigan
$56.6M +$12.6M +17,238 +30%
NPT
655
Nixon Peabody Trust
Massachusetts
$56.3M +$2.87M +3,936 +6%
NFG
656
Nations Financial Group
Iowa
$56.1M +$702K +964 +1%
PAS
657
PKS Advisory Services
New York
$56M +$49M +67,258 +888%
Legacy Financial Group (Iowa)
658
Legacy Financial Group (Iowa)
Iowa
$55.9M +$24.4M +33,458 +81%
C
659
Certuity
Florida
$55.5M +$2.82M +3,873 +5%
SFMG
660
Sage Financial Management Group
Virginia
$55.2M -$719K -987 -1%
CA
661
Cornerstone Advisory
Maryland
$55.1M +$1.15M +1,580 +2%
TF
662
Trek Financial
Arizona
$55M +$21.8M +29,950 +69%
WWM
663
Waterway Wealth Management
Texas
$54.9M +$1.23M +1,694 +1%
SW
664
Simplicity Wealth
New Jersey
$54.9M +$15M +20,551 +39%
NOI
665
Newton One Investments
Delaware
$54.7M -$1.65M -2,264 -3%
TPCW
666
TD Private Client Wealth
New York
$54.7M +$324K +445 +0.6%
PGA
667
Portland Global Advisors
Maine
$54.5M +$2.64M +3,629 +5%
SIM
668
Stratos Investment Management
Ohio
$54.4M -$3.37M -4,633 -6%
NCM
669
Next Capital Management
New York
$54.3M +$1.36M +1,867 +3%
PSCM
670
Per Stirling Capital Management
Texas
$54.2M -$1.12M -1,544 -2%
CNBOF
671
City National Bank of Florida
Florida
$54M +$4.55M +6,251 +9%
CWM
672
Cornerstone Wealth Management
Missouri
$53.9M -$856K -1,176 -2%
SWA
673
Serenus Wealth Advisors
California
$53.9M -$2.36M -3,235 -4%
WP
674
WealthShield Partners
North Carolina
$53.5M +$12.7M +17,447 +32%
AWM
675
Avior Wealth Management
Nebraska
$53.4M -$11.3M -15,474 -18%