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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
226
Commerce Bank
Missouri
$109M +$1.02M +2,285 +1%
KIM
227
Karpus Investment Management
New York
$109M -$18.2M -40,609 -15%
PFM
228
Phillips Financial Management
Indiana
$109M +$1.09M +2,441 +1%
RSWM
229
Robertson Stephens Wealth Management
California
$109M -$5.59M -12,490 -5%
UWPG
230
Ullmann Wealth Partners Group
Florida
$109M +$1.96M +4,388 +2%
FFN
231
Focus Financial Network
Minnesota
$108M +$34.7M +77,495 +52%
MA
232
Mutual Advisors
Nebraska
$108M +$7.62M +17,034 +8%
PP
233
Pegasus Partners
Wisconsin
$107M -$3.7M -8,270 -4%
LGWM
234
Litman Gregory Wealth Management
California
$107M -$1.29M -2,881 -1%
Jones Financial Companies
235
Jones Financial Companies
Missouri
$106M +$2.51M +5,617 +3%
GW
236
GW & Wade
Massachusetts
$105M +$8.7M +19,429 +10%
OWM
237
Orgel Wealth Management
Wisconsin
$105M +$10.4M +23,333 +12%
HFA
238
High Falls Advisors
New York
$105M +$10.3M +23,072 +12%
FHA
239
First Horizon Advisors
Tennessee
$104M +$7.44M +16,624 +8%
SSB
240
Sandy Spring Bank
Maryland
$104M -$1.49M -3,338 -2%
Kayne Anderson Rudnick Investment Management
241
Kayne Anderson Rudnick Investment Management
California
$104M +$10.6M +23,708 +12%
LF
242
Lee Financial
Texas
$104M +$3.46M +7,725 +4%
DC
243
Deere & Company
Illinois
$102M +$1.95M +4,347 +2%
RIS
244
Retirement Income Solutions
Michigan
$102M +$2.53M +5,647 +3%
BSW
245
Buckingham Strategic Wealth
Missouri
$101M +$33.4M +74,570 +54%
SW
246
SVB Wealth
Massachusetts
$101M -$64.2M -143,334 -40%
Chevy Chase Trust
247
Chevy Chase Trust
Maryland
$101M -$17.7M -39,626 -16%
SWP
248
Stratos Wealth Partners
Ohio
$100M +$4.29M +9,592 +5%
AWC
249
Abundance Wealth Counselors
Pennsylvania
$99.9M -$1.41M -3,159 -1%
SPP
250
Single Point Partners
Massachusetts
$99.5M -$7.25M -16,195 -7%