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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
226
Hantz Financial Services
Michigan
$190M +$29.3M +50,972 +20%
AWM
227
Apollon Wealth Management
South Carolina
$189M +$1.18M +2,055 +0.7%
TLFA
228
True Link Financial Advisors
California
$188M +$12.2M +21,328 +8%
EIG
229
Ellenbecker Investment Group
Wisconsin
$187M -$19.1M -33,320 -10%
GFP
230
Gryphon Financial Partners
Ohio
$187M -$1.78M -3,102 -1%
FFA
231
First Foundation Advisors
California
$184M +$2.59M +4,512 +2%
FWA
232
FORM Wealth Advisors
Wisconsin
$182M +$24.8M +43,251 +17%
Sumitomo Mitsui Trust Group
233
Sumitomo Mitsui Trust Group
Japan
$182M -$41.3M -71,968 -20%
GC
234
Gilbert & Cook
Iowa
$178M +$134K +233 +0.1%
Thrivent Financial for Lutherans
235
Thrivent Financial for Lutherans
Minnesota
$177M -$582M -1,012,986 -78%
BPA
236
Beacon Pointe Advisors
California
$177M -$5.53M -9,636 -3%
ZBNA
237
Zions Bancorporation, National Association
Utah
$175M +$3.86M +6,717 +2%
LF
238
Lee Financial
Texas
$171M +$3.37M +5,867 +2%
SWP
239
Sagespring Wealth Partners
Tennessee
$170M +$16.5M +28,702 +9%
GAM
240
Gotham Asset Management
New York
$169M -$319K -556 -0.2%
HCA
241
Heck Capital Advisors
Wisconsin
$168M +$43.5M +75,836 +39%
SC
242
Soundwatch Capital
Connecticut
$168M +$715M +1,245,649 +475%
MSA
243
Mason Street Advisors
Wisconsin
$168M -$12.4M -21,600 -7%
DWM
244
Dakota Wealth Management
Florida
$167M -$1.67M -2,915 -1%
MWM
245
Modera Wealth Management
New Jersey
$167M +$5.8M +10,097 +4%
Daiwa Securities Group
246
Daiwa Securities Group
Japan
$166M +$17M +29,630 +13%
BSB
247
Bangor Savings Bank
Maine
$165M -$19.2M -33,411 -11%
Kayne Anderson Rudnick Investment Management
248
Kayne Anderson Rudnick Investment Management
California
$165M -$9.67M -16,843 -6%
FDCDDQ
249
Federation des caisses Desjardins du Quebec
Quebec, Canada
$162M +$4.12M +7,182 +3%
UWPG
250
Ullmann Wealth Partners Group
Florida
$162M +$10.6M +18,442 +8%