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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CNB
226
City National Bank
Delaware
$4.09M +$149K +887 +4%
SGK
227
Steigerwald Gordon & Koch
Virginia
$4.01M +$4.72K +28 +0.1%
BHIA
228
Birch Hill Investment Advisors
Massachusetts
$3.99M -$35.2K -209 -0.9%
CW
229
Cobiz Wealth
Colorado
$3.97M +$130K +771 +3%
CWM
230
Cabot Wealth Management
Massachusetts
$3.95M -$87.3K -518 -2%
ICOA
231
Investment Centers of America
North Dakota
$3.89M +$1.03M +6,139 +37%
CA
232
Cetera Advisors
Colorado
$3.77M +$433K +2,571 +13%
AAS
233
Annex Advisory Services
Wisconsin
$3.65M -$400K -2,373 -10%
Chevy Chase Trust
234
Chevy Chase Trust
Maryland
$3.59M +$1.95M +11,580 +120%
Neuberger Berman Group
235
Neuberger Berman Group
New York
$3.56M +$1.69K +10 +0%
LA
236
Lynch & Associates
Indiana
$3.46M +$225K +1,336 +7%
CB
237
Chemical Bank
Michigan
$3.44M +$3.43M +20,369 New
MMLI
238
Massachusetts Mutual Life Insurance
Massachusetts
$3.44M +$3.43M +20,367 New
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$3.33M +$3.32M +19,718 New
MFS
240
MSI Financial Services
Massachusetts
$3.3M +$513K +3,042 +18%
BWP
241
BSW Wealth Partners
Colorado
$3.2M +$282K +1,674 +10%
FWM
242
Focused Wealth Management
New York
$3.18M +$3.18M +18,846 New
EWM
243
Evercore Wealth Management
New York
$3.16M +$725K +4,300 +30%
Connor, Clark & Lunn Investment Management (CC&L)
244
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.15M
RBC
245
Ronald Blue & Co
Georgia
$3.1M -$126K -746 -4%
HighTower Advisors
246
HighTower Advisors
Illinois
$3.09M -$1.64M -9,739 -35%
IH
247
IFC Holdings
Florida
$3.09M +$371K +2,203 +14%
CTA
248
Colonial Trust Advisors
South Carolina
$2.99M -$41K -243 -1%
DG
249
Davidson & Garrard
Virginia
$2.95M +$298K +1,768 +11%
3AM
250
3D Asset Management
Connecticut
$2.95M -$14.2M -84,196 -83%