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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
701
Sheets Smith Wealth Management
North Carolina
$27.8M -$865K -1,729 -3%
DT
702
Diversified Trust
Tennessee
$27.8M +$1.53M +3,059 +6%
T. Rowe Price Associates
703
T. Rowe Price Associates
Maryland
$27.8M +$1.95M +3,893 +8%
PPWM
704
PFG Private Wealth Management
Florida
$27.8M -$394K -787 -1%
HR
705
Howe & Rusling
New York
$27.8M +$1.05M +2,100 +4%
FNBOH
706
First National Bank of Hutchinson
Kansas
$27.5M -$2.04M -4,068 -7%
WFPG
707
Waller Financial Planning Group
Ohio
$27.5M +$4.83M +9,655 +23%
OWMIAS
708
One Wealth Management Investment & Advisory Services
Florida
$27.5M -$5M -9,987 -16%
GCA
709
Gradient Capital Advisors
California
$27.4M -$1.5M -3,002 -5%
IFG
710
Independent Financial Group
California
$27.4M +$4.11M +8,206 +19%
S
711
SignatureFD
Georgia
$27.3M -$1.47M -2,932 -5%
WCM
712
WealthBridge Capital Management
Ohio
$27.3M +$1.21M +2,416 +5%
SC
713
Saiph Capital
New Jersey
$27.3M -$6.32M -12,633 -20%
EWM
714
Evermay Wealth Management
Virginia
$27.3M +$4.44M +8,881 +21%
SFMG
715
Sage Financial Management Group
Virginia
$27.2M -$204K -408 -0.8%
AFG
716
Arkansas Financial Group
Arkansas
$27.2M +$144K +287 +0.6%
CIA
717
Capital Investment Advisors
Georgia
$27M -$3.81M -7,624 -13%
MC
718
Middleton & Co
Massachusetts
$26.9M +$697K +1,393 +3%
Susquehanna International Group
719
Susquehanna International Group
Pennsylvania
$26.8M +$8.14M +16,274 +47%
CWM
720
Campbell Wealth Management
Virginia
$26.7M +$448K +895 +2%
RFO
721
RiverGlades Family Offices
Florida
$26.7M -$379K -757 -1%
IFPG
722
Intrepid Financial Planning Group
Indiana
$26.6M -$415K -829 -2%
CFGF
723
Compass Financial Group (Florida)
Florida
$26.4M -$54.5K -109 -0.2%
CFP
724
Cascade Financial Partners
California
$26.3M +$25.7M +51,292 New
VFP
725
Verus Financial Partners
Virginia
$26.3M +$44.5K +89 +0.2%