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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWA
651
WCG Wealth Advisors
Nevada
$47.6M +$12.6M +18,577 +36%
MA
652
MCF Advisors
Kentucky
$47.6M +$1.45M +2,130 +3%
GI
653
GAMCO Investors
Connecticut
$47.4M -$3.25M -4,789 -6%
WHG
654
Westwood Holdings Group
Texas
$47.2M -$155K -228 -0.3%
WIM
655
WealthPlan Investment Management
Nebraska
$47.2M +$19.8M +29,090 +73%
1WM
656
1900 Wealth Management
Texas
$47.2M -$507K -746 -1%
VC
657
Vestor Capital
Illinois
$47.1M -$44.3M -65,240 -99%
JWCA
658
J.W. Cole Advisors
Florida
$47.1M -$638K -940 -0.8%
AFP
659
Alpha Financial Partners
Kentucky
$46.9M -$2.79M -4,109 -6%
SWM
660
SigFig Wealth Management
California
$46.9M +$1.61M +2,371 +4%
NL
661
NDWM LLC
California
$46.6M +$943K +1,388 +2%
CQWA
662
Chokshi & Queen Wealth Advisors
California
$46.5M +$992K +1,461 +2%
RA
663
Rational Advisors
New York
$46.4M -$1.14M -1,681 -2%
FFA
664
Fi3 Financial Advisors
Indiana
$46.3M -$1.05M -1,545 -2%
CCWA
665
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$46.1M -$2.24M -3,294 -5%
CWP
666
Corepath Wealth Partners
Arizona
$46M +$1.11M +1,636 +3%
WTB
667
Washington Trust Bank
Washington
$46M +$2.29M +3,375 +5%
WPW
668
Watershed Private Wealth
Illinois
$46M -$189K -279 -0.4%
WAP
669
Wealthcare Advisory Partners
Pennsylvania
$45.8M +$1.18M +1,731 +3%
CP
670
Capital Planning
Washington
$45.8M -$970K -1,428 -2%
KFP
671
KMG Fiduciary Partners
Ohio
$45.6M -$25M -36,844 -36%
C
672
Certuity
Florida
$45.4M +$222K +327 +0.5%
National Bank of Canada
673
National Bank of Canada
Quebec, Canada
$45.3M +$16.2M +23,791 +56%
CPIG
674
Chicago Partners Investment Group
Illinois
$45.2M +$3.03M +4,463 +7%
PGA
675
Portland Global Advisors
Maine
$45.2M +$206K +304 +0.5%