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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HB
651
Homrich & Berg
Georgia
$14.1M +$801K +2,069 +6%
ERWM
652
Elk River Wealth Management
Colorado
$14M +$1.11M +2,876 +9%
HR
653
Howe & Rusling
New York
$14M +$6.14M +15,866 +82%
HF
654
Halpern Financial
Virginia
$14M +$168K +435 +1%
BHIA
655
Birch Hill Investment Advisors
Massachusetts
$13.9M +$327K +844 +2%
EWM
656
EPG Wealth Management
Georgia
$13.9M +$284K +733 +2%
MPWT
657
MassMutual Private Wealth & Trust
Connecticut
$13.8M -$935K -2,415 -6%
OGF
658
Orin Green Financial
California
$13.8M +$747K +1,929 +6%
DWT
659
Dorsey & Whitney Trust
South Dakota
$13.8M +$937K +2,419 +8%
BFM
660
Broadview Financial Management
Wisconsin
$13.7M -$128K -331 -0.9%
AIM
661
Acropolis Investment Management
Missouri
$13.7M -$98.3K -254 -0.7%
CWC
662
Carolinas Wealth Consulting
North Carolina
$13.6M +$543K +1,402 +4%
MFG
663
Merit Financial Group
Georgia
$13.6M +$6.57M +16,967 +99%
WHG
664
Westwood Holdings Group
Texas
$13.6M -$6.06M -15,647 -31%
IDBONY
665
Israel Discount Bank of New York
New York
$13.6M -$1.25M -3,221 -9%
KPWS
666
Kestra Private Wealth Services
Texas
$13.5M -$75.9K -196 -0.6%
SFA
667
Source Financial Advisors
New York
$13.5M +$594K +1,533 +5%
Janus Henderson Group
668
Janus Henderson Group
$13.5M -$2.37M -6,115 -15%
LF
669
Lantz Financial
Illinois
$13.4M +$100K +259 +0.8%
T. Rowe Price Associates
670
T. Rowe Price Associates
Maryland
$13.4M -$1.66M -4,289 -11%
CAWM
671
Capital Advisors Wealth Management
Washington
$13.4M +$13M +33,626 New
FCA
672
FLC Capital Advisors
California
$13.4M -$2.4M -6,187 -16%
CAC
673
Certified Advisory Corp
Florida
$13.2M +$12.8M +33,189 New
HSWM
674
Hubbell Strickland Wealth Management
Louisiana
$13.1M +$350K +904 +3%
ARG
675
Advisory Resource Group
Oklahoma
$13.1M -$2.74M -7,076 -18%