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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
801
Stonehage Fleming Financial Services
Jersey
$27.7M +$5.39M +9,101 +24%
IA
802
IFP Advisors
Florida
$27.6M -$2.01M -3,395 -7%
CFC
803
Client First Capital
California
$27.6M +$7.74M +13,073 +39%
TC
804
Trilogy Capital
California
$27.6M -$355K -600 -1%
BWA
805
Boulder Wealth Advisors
Colorado
$27.6M +$299K +505 +1%
MAG
806
MRA Advisory Group
New Jersey
$27.5M +$382K +646 +1%
NIWA
807
New Insight Wealth Advisors
California
$27.5M -$709K -1,197 -2%
PWMAG
808
Pinnacle Wealth Management Advisory Group
New Jersey
$27.5M +$578K +976 +2%
WHCFA
809
William Howard & Co Financial Advisors
Tennessee
$27.4M -$1.15M -1,948 -4%
IFPG
810
Intrepid Financial Planning Group
Indiana
$27.4M -$752K -1,270 -3%
T. Rowe Price Associates
811
T. Rowe Price Associates
Maryland
$27.4M +$2.45M +4,134 +10%
COFSG
812
Carbahal Olsen Financial Services Group
California
$27.3M +$27.5M +46,396 New
PPG
813
Peak Planning Group
Colorado
$27.3M +$1.91M +3,232 +7%
LFG
814
Leverty Financial Group
Wisconsin
$27.2M -$259K -438 -0.9%
ACM
815
Ascent Capital Management
Oregon
$27.2M +$27.4M +46,233 New
SC
816
Saiph Capital
New Jersey
$27.2M +$194K +327 +0.7%
MWM
817
Modern Wealth Management
Kansas
$27.2M +$8.16M +13,779 +43%
VCM
818
Verger Capital Management
North Carolina
$27.1M +$98.3K +166 +0.4%
NVCHI
819
New Vernon Capital Holdings II
New Jersey
$27.1M -$9.07M -15,331 -25%
NFP
820
NorthLanding Financial Partners
New York
$27M -$1.1M -1,861 -4%
WIA
821
World Investment Advisors
California
$26.9M +$7.34M +12,397 +37%
AWM
822
Avaii Wealth Management
Wisconsin
$26.5M +$817K +1,381 +3%
GCM
823
Granby Capital Management
Florida
$26.5M +$14.8M +25,000 +125%
SIA
824
Soltis Investment Advisors
Utah
$26.4M +$471K +795 +2%
PIAS
825
PCA Investment Advisory Services
Ohio
$26.4M +$1.08M +1,825 +4%