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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
226
HL Financial Services
Kentucky
$39.4M -$4.76M -16,604 -11%
BOCM
227
Bontempo Ohly Capital Management
Maryland
$38.8M +$3.22M +11,225 +9%
TCM
228
Twele Capital Management
Minnesota
$38.5M -$815K -2,840 -2%
Stifel Financial
229
Stifel Financial
Missouri
$38.4M -$3.02M -10,521 -7%
SIM
230
Strategic Investment Management
Virginia
$37.6M
WT
231
Whittier Trust
California
$37.6M -$2.4M -8,361 -6%
CAG
232
Crestwood Advisors Group
Massachusetts
$37.4M -$603K -2,102 -2%
AL
233
Aspiriant LLC
California
$37.1M -$1.18M -4,100 -3%
BAC
234
Boys Arnold & Co
North Carolina
$36.6M +$1.14M +3,960 +3%
MWP
235
Moller Wealth Partners
$36.4M -$1.86M -6,477 -5%
PP
236
Palladium Partners
Virginia
$36.2M +$20.7K +72 +0.1%
CC
237
Cedar Capital
Illinois
$36M +$16.4M +57,077 +86%
CIBC World Market
238
CIBC World Market
Ontario, Canada
$35.9M +$293K +1,020 +0.8%
MIS
239
Morningstar Investment Services
Illinois
$35.8M +$5.66M +19,732 +19%
RTS
240
Round Table Services
New Jersey
$35.7M +$276K +961 +0.8%
APSP
241
Asset Planning Services (Pennsylvania)
Pennsylvania
$35.6M -$206K -717 -0.6%
HCMT
242
Highland Capital Management (Tennessee)
Tennessee
$35.3M -$859K -2,995 -2%
EWF
243
Epstein & White Financial
California
$34.9M +$31.9M +111,217 +1,375%
Thrivent Financial for Lutherans
244
Thrivent Financial for Lutherans
Minnesota
$34.8M +$5.03M +17,553 +17%
FCM
245
Flinton Capital Management
Pennsylvania
$34.5M +$1.14M +3,976 +3%
PP
246
Pegasus Partners
Wisconsin
$34.4M -$1.54M -5,352 -4%
CNHF
247
Conrad N. Hilton Foundation
California
$34.2M -$13.4M -46,693 -29%
AWM
248
Avondale Wealth Management
Texas
$34.1M +$141K +491 +0.4%
MA
249
Mutual Advisors
Nebraska
$33.9M +$30M +104,695 +941%
SFS
250
Summit Financial Strategies
Ohio
$33.6M -$272K -949 -0.8%