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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
226
Todd Asset Management
Kentucky
$5.91M +$765K +4,300 +16%
WCM
227
Wunderlich Capital Managemnt
Tennessee
$5.87M +$5.63M +31,603 New
JFG
228
JMG Financial Group
Illinois
$5.85M -$146K -818 -3%
ST
229
Sageworth Trust
Pennsylvania
$5.73M -$7.12K -40 -0.1%
BRWA
230
B. Riley Wealth Advisors
Florida
$5.71M +$5.48M +30,783 New
IB
231
Intrust Bank
Kansas
$5.67M
BFA
232
Beaumont Financial Advisors
Massachusetts
$5.6M +$4.05M +22,757 +306%
Truist Financial
233
Truist Financial
North Carolina
$5.58M -$81.5K -458 -2%
CA
234
Cornerstone Advisors
North Carolina
$5.57M -$1.78M -10,000 -25%
CIA
235
Capital Investment Advisors
Georgia
$5.54M +$5.31M +29,829 New
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$5.43M +$5.21M +29,245 New
PCM
237
Parsons Capital Management
Rhode Island
$5.41M -$312K -1,754 -6%
MGIA
238
Moneta Group Investment Advisors
Missouri
$5.38M -$253K -1,419 -5%
HighTower Advisors
239
HighTower Advisors
Illinois
$5.38M +$1.9M +10,650 +58%
SC
240
Scotia Capital
Ontario, Canada
$5.21M -$2.37M -13,341 -32%
SAM
241
Silvercrest Asset Management
New York
$5.21M +$122K +685 +3%
AAS
242
Annex Advisory Services
Wisconsin
$5.17M +$1.1M +6,198 +29%
Chevy Chase Trust
243
Chevy Chase Trust
Maryland
$5.14M +$1.14M +6,415 +30%
WI
244
WrapManager Inc
California
$5.1M +$4.89M +27,479 New
TCT
245
TIAA CREF Trust
Missouri
$5.07M +$172K +964 +4%
WB
246
Webster Bank
Connecticut
$5.05M +$19.4K +109 +0.4%
RNS
247
Robert N. Shapiro
$4.91M +$40.2K +226 +0.9%
CIM
248
CIM Investment Management
Pennsylvania
$4.9M -$1.06M -5,949 -18%
SFG
249
SNS Financial Group
Minnesota
$4.86M -$501K -2,815 -10%
CCA
250
Cobblestone Capital Advisors
New York
$4.83M -$30.6K -172 -0.7%