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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
226
Phillips Financial Management
Indiana
$68.3M -$419K -1,178 -0.6%
TCM
227
Twele Capital Management
Minnesota
$68M -$5.02M -14,111 -7%
Cetera Investment Advisers
228
Cetera Investment Advisers
Illinois
$67.5M +$51.1M +143,700 +397%
BFPW
229
BOK Financial Private Wealth
Colorado
$66.4M -$11.2M -31,517 -15%
FMWA
230
Forvis Mazars Wealth Advisors
Missouri
$66.2M -$4.31M -12,111 -6%
PI
231
PFS Investments
Georgia
$66.1M +$12.7M +35,666 +26%
BBHC
232
Brown Brothers Harriman & Co
New York
$64.8M +$3.47M +9,758 +6%
BWP
233
BSW Wealth Partners
Colorado
$64.5M -$95.4K -268 -0.2%
BMCM
234
Bryn Mawr Capital Management
Pennsylvania
$64.1M -$1.86M -5,233 -3%
BBVA
235
Banco Bilbao Vizcaya Argentaria
Spain
$63.8M +$56.3M +158,063 +1,336%
TIM
236
Tortoise Investment Management
New York
$63.6M -$3.33M -9,356 -5%
ANTB
237
AMG National Trust Bank
Colorado
$62.9M -$85.8K -241 -0.1%
DWM
238
Destination Wealth Management
California
$61.8M +$936K +2,629 +2%
MIH
239
Meitav Investment House
Israel
$61.7M +$31.8M +89,410 +119%
BCM
240
Brookstone Capital Management
Illinois
$61.5M +$3.12M +8,757 +6%
AA
241
ALPS Advisors
Colorado
$61.2M -$420K -1,180 -0.7%
CAM
242
Chandler Asset Management
California
$59.9M +$206K +580 +0.4%
MW
243
Marcum Wealth
Ohio
$59.3M -$2.17M -6,108 -4%
Kayne Anderson Rudnick Investment Management
244
Kayne Anderson Rudnick Investment Management
California
$59.2M +$2.14M +6,014 +4%
APCM
245
Alaska Permanent Capital Management
Alaska
$58.1M -$2.5M -7,026 -4%
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$56.8M +$7.14M +20,073 +15%
MA
247
Montag & Associates
Georgia
$56.6M -$428K -1,202 -0.8%
CI
248
Conning Inc
Connecticut
$55.9M -$232K -651 -0.4%
OPS
249
Orion Portfolio Solutions
Nebraska
$55.9M -$85.1M -239,032 -62%
RIS
250
Retirement Income Solutions
Michigan
$55.3M +$15.2M +42,627 +41%