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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
$96.8M +$2.11M +4,716 +2%
UWPG
227
Ullmann Wealth Partners Group
Florida
$95.8M +$31.3M +69,996 +46%
SSB
228
Sandy Spring Bank
Maryland
$95.1M -$829K -1,853 -0.8%
TLFA
229
True Link Financial Advisors
California
$94.3M +$6.71K +15 +0%
Jones Financial Companies
230
Jones Financial Companies
Missouri
$92.7M +$2.54M +5,688 +3%
AWC
231
Abundance Wealth Counselors
Pennsylvania
$91.2M +$95M +212,325 New
Natixis Advisors
232
Natixis Advisors
Massachusetts
$90.8M +$85.9M +192,109 +996%
HS
233
Horan Securities
United States
$90.8M -$1.29M -2,888 -1%
LF
234
Lee Financial
Texas
$90.1M +$6.43M +14,375 +7%
DC
235
Deere & Company
Illinois
$90M -$4.51M -10,081 -5%
CW
236
Connectus Wealth
Ohio
$89.9M +$14.5M +32,402 +18%
MA
237
Mutual Advisors
Nebraska
$89.4M +$734K +1,641 +0.8%
RIS
238
Retirement Income Solutions
Michigan
$89.2M +$1.98M +4,437 +2%
CAL
239
Capital Analysts LLC
Pennsylvania
$88.9M +$2.25M +5,031 +2%
GWM
240
Geneos Wealth Management
Colorado
$88.4M +$754K +1,686 +0.8%
HH
241
HWG Holdings
Texas
$87.2M +$31.9M +71,327 +54%
FHA
242
First Horizon Advisors
Tennessee
$86.7M +$3.95M +8,834 +5%
PP
243
Prudential plc
United Kingdom
$86M -$24.4M -54,449 -21%
SWP
244
Stratos Wealth Partners
Ohio
$85.8M +$2.34M +5,240 +3%
GW
245
GW & Wade
Massachusetts
$85.8M +$6.62M +14,811 +8%
I
246
INVST
Indiana
$85M +$13.8M +30,858 +18%
HFA
247
High Falls Advisors
New York
$84.2M +$12.7M +28,493 +17%
PFM
248
Patton Fund Management
Texas
$84.2M +$87.4M +195,412 +30,533%
OWM
249
Orgel Wealth Management
Wisconsin
$84.1M +$7.13M +15,932 +9%
GC
250
Grimes & Company
Massachusetts
$83.8M +$1.31M +2,927 +2%