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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRM
876
Boston Research & Management
Massachusetts
$17.2M -$371K -742 -2%
RFG
877
RFP Financial Group
Georgia
$17.2M +$791K +1,581 +5%
SC
878
Stephenson & Company
California
$17.2M +$1.27M +2,536 +8%
MWP
879
MYCIO Wealth Partners
Pennsylvania
$17.2M +$3.52M +7,032 +27%
FPW
880
Flagship Private Wealth
Massachusetts
$17.1M +$5.56M +11,120 +52%
PCA
881
Peddock Capital Advisors
Massachusetts
$17.1M +$882K +1,762 +6%
VHAM
882
Van Hulzen Asset Management
California
$17.1M +$28K +56 +0.2%
RWIA
883
Roger Wittlin Investment Advisory
California
$17M +$5.57M +11,129 +52%
JFG
884
JDM Financial Group
Texas
$16.9M +$550K +1,100 +4%
WWM
885
Western Wealth Management
Colorado
$16.9M -$287K -574 -2%
GBT
886
Grove Bank & Trust
Florida
$16.8M +$831K +1,661 +5%
CFO
887
CVA Family Office
Colorado
$16.8M +$286K +571 +2%
Bank Julius Baer & Co
888
Bank Julius Baer & Co
Switzerland
$16.6M -$2.67M -5,335 -14%
MIA
889
MainStreet Investment Advisors
Illinois
$16.6M -$30K -60 -0.2%
SFG
890
Sovereign Financial Group
Connecticut
$16.5M -$1.16M -2,315 -7%
WCFA
891
Walkner Condon Financial Advisors
Wisconsin
$16.5M +$579K +1,158 +4%
GVAG
892
Great Valley Advisor Group
Delaware
$16.5M -$4.22M -8,438 -21%
GKWIM
893
Gerber Kawasaki Wealth & Investment Management
California
$16.5M +$980K +1,958 +7%
AWMG
894
Alliance Wealth Management Group
New Jersey
$16.4M +$784K +1,566 +5%
GWM
895
Gray Wealth Management
Maine
$16.4M +$91.1K +182 +0.6%
CFS
896
Coordinated Financial Services
Colorado
$16.4M +$15.6M +31,172 New
CWA
897
Centennial Wealth Advisory
Michigan
$16.4M +$6.46M +12,911 +71%
CFC
898
Client First Capital
California
$16.3M +$8.07M +16,123 +108%
PBO
899
Peoples Bank (Ohio)
Ohio
$16.2M -$294K -587 -2%
SWM
900
Scissortail Wealth Management
Oklahoma
$16.2M +$15.4M +30,759 New