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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
676
Howe & Rusling
New York
$17.9M +$962K +2,400 +6%
CAG
677
Csenge Advisory Group
Florida
$17.9M +$2.56M +6,385 +17%
MWM
678
Modera Wealth Management
New Jersey
$17.9M -$1.46M -3,638 -8%
NCM
679
Next Capital Management
New York
$17.8M -$15.2K -38 -0.1%
IIC
680
Integrated Investment Consultants
Michigan
$17.8M -$16.4K -41 -0.1%
HWA
681
Hilltop Wealth Advisors
North Carolina
$17.8M +$621K +1,550 +4%
PIAS
682
PCA Investment Advisory Services
Ohio
$17.8M +$17.3M +43,227 New
SC
683
Scotia Capital
Ontario, Canada
$17.7M -$1.42M -3,545 -8%
JFG
684
JMG Financial Group
Illinois
$17.5M -$9.22K -23 -0.1%
SFA
685
Source Financial Advisors
New York
$17.5M +$3.73M +9,294 +28%
WDG
686
Wealth Dimensions Group
Ohio
$17.4M +$244K +609 +1%
NAG
687
Northstar Advisory Group
New Jersey
$17.3M +$13.5M +33,587 +400%
FCI
688
Financial Counselors Inc
Kansas
$17.2M -$649K -1,620 -4%
SIA
689
Soltis Investment Advisors
Utah
$17M -$514K -1,283 -3%
MWP
690
Moller Wealth Partners
$17M +$520K +1,296 +3%
EWM
691
Evermay Wealth Management
Virginia
$17M +$335K +835 +2%
SWMG
692
Sanchez Wealth Management Group
Florida
$16.9M -$125K -313 -0.8%
RWMH
693
Riverpoint Wealth Management Holdings
Illinois
$16.8M -$51.3K -128 -0.3%
OCM
694
One Capital Management
California
$16.8M +$965K +2,406 +6%
USAA
695
United Services Automobile Association
Texas
$16.8M -$4.11M -10,261 -20%
SF
696
Summit Financial
New Jersey
$16.7M +$270K +674 +2%
BWP
697
Bernardo Wealth Planning
Pennsylvania
$16.6M +$430K +1,072 +3%
SF
698
Synovus Financial
Georgia
$16.6M -$297K -741 -2%
MFC
699
Morris Financial Concepts
South Carolina
$16.6M +$726K +1,812 +5%
ATPW
700
Ashton Thomas Private Wealth
Arizona
$16.5M +$4.79M +11,936 +42%