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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAM
651
Cornerstone Advisors Asset Management
Pennsylvania
$16M +$937K +2,347 +6%
BFM
652
Boston Financial Management
Massachusetts
$15.9M -$77.9K -195 -0.4%
CIBC Asset Management
653
CIBC Asset Management
Ontario, Canada
$15.8M -$10.7M -26,794 -38%
SMG
654
Smart Money Group
Texas
$15.7M +$971K +2,431 +6%
KWM
655
Keebeck Wealth Management
Illinois
$15.7M +$2.17M +5,445 +14%
PWMG
656
Provence Wealth Management Group
California
$15.7M +$2M +5,007 +13%
BWFA
657
Baltimore-Washington Financial Advisors
Maryland
$15.7M +$1.84M +4,616 +16%
NVCHI
658
New Vernon Capital Holdings II
New Jersey
$15.6M -$19.8M -49,594 -53%
Parallax Volatility Advisers
659
Parallax Volatility Advisers
California
$15.6M +$6.26M +15,688 +56%
IIC
660
Integrated Investment Consultants
Michigan
$15.6M +$13.2K +33 +0.1%
SC
661
Scotia Capital
Ontario, Canada
$15.5M -$827K -2,072 -5%
BFEC
662
Benjamin F. Edwards & Company
Missouri
$15.4M +$3.19M +7,983 +23%
PFGIA
663
Patriot Financial Group Insurance Agency
Massachusetts
$15.3M +$692K +1,734 +4%
JFG
664
JMG Financial Group
Illinois
$15.2M +$1.05M +2,636 +7%
SF
665
Synovus Financial
Georgia
$15.2M +$553K +1,386 +3%
LSAG
666
Lake Street Advisors Group
New Hampshire
$15.2M +$5.54M +13,885 +49%
SIA
667
Soltis Investment Advisors
Utah
$15.1M -$188K -470 -1%
NCM
668
Next Capital Management
New York
$15.1M +$776K +1,943 +5%
CAWM
669
Capital Advisors Wealth Management
Washington
$15M +$595K +1,490 +4%
CPIG
670
Chicago Partners Investment Group
Illinois
$15M +$1.15M +2,880 +8%
Squarepoint
671
Squarepoint
New York
$14.9M +$16.6M +41,674 New
BHIA
672
Birch Hill Investment Advisors
Massachusetts
$14.9M +$80.7K +202 +0.5%
SWMG
673
Sanchez Wealth Management Group
Florida
$14.9M +$7.59K +19 +0%
CCFM
674
Clear Creek Financial Management
Washington
$14.8M +$639K +1,601 +4%
HR
675
Howe & Rusling
New York
$14.8M +$498K +1,247 +3%