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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UIA
776
UBP Investment Advisors
Switzerland
$3.49M
NCM
777
Next Capital Management
New York
$3.49M +$1.21M +4,423 +56%
CFD
778
Creative Financial Designs
Indiana
$3.48M +$1.78M +6,516 +114%
OWA
779
Outlook Wealth Advisors
Texas
$3.48M +$2.93M +10,720 +715%
SMFS
780
Squar Milner Financial Services
California
$3.47M +$542K +1,982 +19%
FPCP
781
Fort Point Capital Partners
California
$3.44M -$110K -402 -3%
TC
782
TownSquare Capital
Utah
$3.42M +$1.02M +3,723 +45%
OIA
783
OneDigital Investment Advisors
Kansas
$3.39M +$235K +858 +8%
CCA
784
Cobblestone Capital Advisors
New York
$3.38M -$1.41M -5,171 -30%
BAMG
785
Brand Asset Management Group
Missouri
$3.38M -$64.8K -237 -2%
CPP
786
Crow Point Partners
Massachusetts
$3.37M +$93.5K +342 +3%
CG
787
Caprock Group
Idaho
$3.32M
CFG
788
Cooper Financial Group
California
$3.31M -$665K -2,432 -17%
GP
789
Geneva Partners
Wisconsin
$3.25M +$35.5K +130 +1%
OFG
790
OmniStar Financial Group
North Carolina
$3.21M +$359K +1,313 +13%
ABC
791
Associated Banc-Corp
Wisconsin
$3.21M +$375K +1,370 +14%
DY
792
Dowling & Yahnke
California
$3.15M +$111K +405 +4%
W
793
Wealthquest
Ohio
$3.14M -$147K -538 -5%
WPSG
794
Wealth & Pension Services Group
Georgia
$3.14M -$722K -2,639 -19%
UTC
795
Unified Trust Company
Kentucky
$3.13M -$1.64K -6 -0.1%
EK
796
Evensky & Katz
Florida
$3.11M +$736K +2,690 +33%
Zurich Cantonal Bank
797
Zurich Cantonal Bank
Switzerland
$3.1M
FCA
798
FinTrust Capital Advisors
South Carolina
$3.1M +$366K +1,340 +14%
1NWS
799
1 North Wealth Services
Maryland
$3.09M -$276K -1,009 -9%
CA
800
Calton & Associates
Florida
$3.07M +$356K +1,301 +14%