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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
801
Pinnacle Wealth Management Advisory Group
New Jersey
$39.4M -$42.2K -58 -0.1%
AFW
802
Atlantic Family Wealth
Florida
$39.4M +$360K +495 +1%
BHWM
803
Bay Harbor Wealth Management
Maryland
$39.3M +$16.2M +22,199 +73%
OSAM
804
O'Shaughnessy Asset Management
Connecticut
$39.3M -$5.94M -8,156 -13%
GCA
805
Gradient Capital Advisors
California
$39.2M -$379K -520 -1%
ICMM
806
Integrated Capital Management (Michigan)
Michigan
$39M +$500K +687 +1%
KCM
807
Kanawha Capital Management
Virginia
$38.9M -$307K -422 -0.8%
APM
808
a16z Perennial Management
California
$38.9M +$4.84M +6,645 +15%
NA
809
Nottingham Advisors
New York
$38.8M +$72.1K +99 +0.2%
BJL
810
Brighton Jones LLC
Washington
$38.8M +$1.13M +1,551 +3%
VFA
811
Voya Financial Advisors
Connecticut
$38.8M -$1.95M -2,680 -5%
AR
812
Apeiron RIA
Texas
$38.7M -$3.62M -4,970 -9%
State of Wisconsin Investment Board
813
State of Wisconsin Investment Board
Wisconsin
$38.7M -$42.3M -58,120 -53%
NFP
814
NorthLanding Financial Partners
New York
$38.3M +$875K +1,202 +2%
CIAS
815
CBIZ Investment Advisory Services
Ohio
$38.2M – – –
DW
816
Durante & Waters
New York
$38.2M -$2.59M -3,563 -7%
CCWA
817
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$38.2M -$6.65M -9,135 -15%
BA
818
Ballew Advisors
Mississippi
$38.1M -$234K -321 -0.6%
SWA
819
SFMG Wealth Advisors
Texas
$38.1M -$1.13M -1,558 -3%
TF
820
Tandem Financial
Colorado
$38.1M -$10.3M -14,194 -22%
HWA
821
HCR Wealth Advisors
California
$37.9M +$18.9K +26 +0.1%
KFP
822
KMG Fiduciary Partners
Ohio
$37.8M -$6.93M -9,515 -16%
RFO
823
RiverGlades Family Offices
Florida
$37.6M -$673K -924 -2%
BEI
824
Benjamin Edwards Inc
Missouri
$37.6M +$1.14M +1,562 +3%
CCFM
825
Clear Creek Financial Management
Washington
$37.6M -$2.56M -3,512 -7%