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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
226
B. Riley Wealth Advisors
Florida
$75.4M -$3.42M -8,858 -4%
SHJ
227
Sharkey, Howes & Javer
Colorado
$75M +$6.04M +15,660 +9%
CCFCSB
228
Cape Cod Five Cents Savings Bank
Massachusetts
$74.8M +$474K +1,229 +0.6%
IWA
229
Icon Wealth Advisors
Texas
$74M -$2.72M -7,052 -4%
SAM
230
Satovsky Asset Management
New York
$73.7M -$1.02M -2,654 -1%
SWP
231
Stratos Wealth Partners
Ohio
$73.4M -$685K -1,776 -0.9%
MA
232
Montag & Associates
Georgia
$73.3M +$4.67M +12,108 +7%
AT
233
Arvest Trust
Oklahoma
$73M +$543K +1,407 +0.7%
FHA
234
First Horizon Advisors
Tennessee
$73M +$6.28M +16,265 +9%
GC
235
Grimes & Company
Massachusetts
$72.8M -$20.3M -52,615 -22%
PFM
236
Parsec Financial Management
North Carolina
$72.2M +$3.74M +9,692 +5%
Chevy Chase Trust
237
Chevy Chase Trust
Maryland
$72M -$43.2M -111,978 -37%
MIH
238
Meitav Investment House
Israel
$71.6M +$1.08M +2,801 +2%
CWAF
239
Core Wealth Advisors (Florida)
Florida
$70.3M +$4.99M +12,930 +8%
BCI
240
Brinker Capital Investments
Pennsylvania
$70.1M -$946K -2,451 -1%
BL
241
Balentine LLC
Georgia
$70M -$89M -230,645 -56%
BMCM
242
Bryn Mawr Capital Management
Pennsylvania
$69.9M -$559K -1,448 -0.8%
EPA
243
Element Pointe Advisors
Florida
$69.5M +$3.85M +9,964 +6%
MGIA
244
Moneta Group Investment Advisors
Missouri
$69.1M +$936K +2,426 +1%
UID
245
Union Investments & Development
Israel
$68.7M -$5.05M -13,077 -7%
AWM
246
Apollon Wealth Management
South Carolina
$67.9M +$20.8M +53,877 +44%
CCMG
247
Clark Capital Management Group
Pennsylvania
$67.9M -$434M -1,123,544 -86%
BWM
248
Baystate Wealth Management
Massachusetts
$67.5M +$31.3K +81 +0%
MA
249
Mutual Advisors
Nebraska
$66.8M +$1.41M +3,663 +2%
FNBT
250
FineMark National Bank & Trust
Florida
$66.8M +$9.58M +24,828 +17%