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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
651
Capital Advisors Wealth Management
Washington
$31M +$767K +1,532 +3%
BIAS
652
Beacon Investment Advisory Services
New Jersey
$31M -$491K -981 -2%
RCM
653
Rain Capital Management
Oregon
$30.9M -$505K -1,009 -2%
SCA
654
Stonebridge Capital Advisors
Minnesota
$30.8M +$2.13M +4,249 +8%
ECG
655
Edge Capital Group
Georgia
$30.8M +$3.85M +7,692 +15%
CT
656
Coastline Trust
Rhode Island
$30.7M +$2.53M +5,049 +9%
FCP
657
Fidelis Capital Partners
Florida
$30.7M +$11M +21,915 +60%
WC
658
Waterloo Capital
Texas
$30.7M +$9.31M +18,598 +47%
GWM
659
GDS Wealth Management
Texas
$30.6M -$343K -686 -1%
Kovitz Investment Group Partners
660
Kovitz Investment Group Partners
Illinois
$30.5M +$24.9M +49,683 +596%
NWM
661
NRI Wealth Management
California
$30.3M +$1.54M +3,073 +6%
National Bank of Canada
662
National Bank of Canada
Quebec, Canada
$30.3M +$6.13M +12,249 +27%
FWA
663
FOCUS Wealth Advisors
Texas
$30.3M +$66K +132 +0.2%
CFS
664
Commonwealth Financial Services
West Virginia
$30.2M -$51.5K -103 -0.2%
DWT
665
Dorsey & Whitney Trust
South Dakota
$30.2M +$1.94M +3,872 +7%
BFP
666
Beacon Financial Planning
Massachusetts
$30.2M -$204K -407 -0.7%
NCM
667
Novare Capital Management
North Carolina
$30.1M +$2.32M +4,629 +9%
MFC
668
Morris Financial Concepts
South Carolina
$30M +$5.17M +10,328 +22%
VCM
669
Verger Capital Management
North Carolina
$30M -$759K -1,516 -3%
UFA
670
US Financial Advisors
Massachusetts
$29.9M +$371K +742 +1%
NL
671
NWAM LLC
Washington
$29.9M -$10.2M -20,450 -26%
BHWM
672
Bay Harbor Wealth Management
Maryland
$29.8M -$11.2M -22,470 -28%
AWM
673
Avondale Wealth Management
Texas
$29.8M -$259K -518 -0.9%
WQ
674
Wealth Quarterback
New Jersey
$29.6M -$159K -318 -0.6%
IA
675
IFP Advisors
Florida
$29.3M +$3.92M +7,843 +16%