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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
676
Brighton Jones LLC
Washington
$15M -$2.12M -5,062 -13%
HF
677
Halpern Financial
Virginia
$15M -$90.5K -216 -0.6%
JIP
678
Jaffetilchin Investment Partners
Florida
$15M +$8.44M +20,141 +115%
AAMC
679
Asset Allocation & Management Company
Illinois
$15M +$5.89M +14,061 +67%
WWM
680
Western Wealth Management
Colorado
$15M +$1.66M +3,952 +13%
UWPG
681
Ullmann Wealth Partners Group
Florida
$14.9M -$1.55M -3,711 -10%
HB
682
Homrich & Berg
Georgia
$14.8M -$442K -1,054 -3%
CPIG
683
Chicago Partners Investment Group
Illinois
$14.7M +$764K +1,824 +6%
BFM
684
Broadview Financial Management
Wisconsin
$14.5M -$304K -725 -2%
KPW
685
Kore Private Wealth
New York
$14.5M +$1.61M +3,840 +13%
VVP
686
Venture Visionary Partners
Ohio
$14.5M +$710K +1,695 +5%
AIA
687
Avalon Investment & Advisory
Texas
$14.5M +$903K +2,155 +7%
TPSF
688
Texas Permanent School Fund
Texas
$14.4M +$14.1M +33,540 New
BCM
689
BTC Capital Management
Iowa
$14.4M -$6.4M -15,270 -31%
SWA
690
Stratos Wealth Advisors
Ohio
$14.3M +$5.14M +12,260 +58%
CAC
691
Certified Advisory Corp
Florida
$14.3M +$67K +160 +0.5%
CAG
692
Crestwood Advisors Group
Massachusetts
$14.3M +$258K +616 +2%
SF
693
Synovus Financial
Georgia
$14.3M +$6.77M +16,159 +95%
AIM
694
Acropolis Investment Management
Missouri
$14.3M -$467K -1,115 -3%
MPWT
695
MassMutual Private Wealth & Trust
Connecticut
$14.2M -$780K -1,862 -5%
HSWM
696
Hubbell Strickland Wealth Management
Louisiana
$14.2M -$44.8K -107 -0.3%
FIA
697
Foundations Investment Advisors
Arizona
$14.1M +$4.05M +9,658 +43%
FFS
698
Founders Financial Securities
Maryland
$14.1M +$313K +747 +2%
RWG
699
Regal Wealth Group
California
$13.9M +$2.1K +5 +0%
CL
700
Choreo LLC
Illinois
$13.8M -$148K -353 -1%