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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EIA
251
Eldridge Investment Advisors
New Hampshire
$33.2M +$5.43M +20,000 +18%
BWP
252
BSW Wealth Partners
Colorado
$32.9M -$2.87M -10,573 -7%
BAC
253
Boys Arnold & Co
North Carolina
$32.8M +$1.93M +7,093 +6%
LGWM
254
Litman Gregory Wealth Management
California
$32.7M +$14.6M +53,623 +70%
MMI
255
Matson Money Inc
Ohio
$32.6M -$1.98M -7,303 -5%
SIM
256
Strategic Investment Management
Virginia
$32.3M – – –
RP
257
Riverbridge Partners
Minnesota
$32.3M +$34.4M +126,629 +6,732%
IWM
258
IHT Wealth Management
Illinois
$32M +$11.9M +43,839 +53%
GT
259
Glenmede Trust
Pennsylvania
$31.9M +$5.75M +21,174 +20%
MA
260
Mutual Advisors
Nebraska
$31.8M +$2.83M +10,428 +9%
APSP
261
Asset Planning Services (Pennsylvania)
Pennsylvania
$31.4M -$157K -577 -0.5%
SWM
262
SigFig Wealth Management
California
$31.3M +$3.77M +13,881 +12%
DA
263
Doliver Advisors
Texas
$31.2M +$7.53M +27,725 +29%
AWM
264
Avondale Wealth Management
Texas
$30.9M +$1.73M +6,376 +5%
FCM
265
Flinton Capital Management
Pennsylvania
$30.8M +$1.24M +4,564 +4%
HCMT
266
Highland Capital Management (Tennessee)
Tennessee
$30.8M +$516K +1,901 +2%
AL
267
Aspiriant LLC
California
$30.7M -$1.28M -4,697 -4%
PP
268
Palladium Partners
Virginia
$30.4M -$827K -3,045 -2%
CFA
269
Clarfeld Financial Advisors
New York
$30.3M +$32.7M +120,453 New
AWA
270
Artemis Wealth Advisors
New York
$30.3M +$5.5M +20,257 +20%
FFA
271
Fragasso Financial Advisors
Pennsylvania
$29.9M +$2M +7,351 +7%
EWF
272
Epstein & White Financial
California
$29.5M -$619K -2,281 -2%
HA
273
Harfst & Associates
Wyoming
$29M +$212K +782 +0.7%
Principal Financial Group
274
Principal Financial Group
Iowa
$29M -$76.8M -282,919 -71%
CA
275
Cambridge Associates
Massachusetts
$28.7M +$19.8M +73,063 +178%