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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
251
Grimes & Company
Massachusetts
$38.1M -$4.53M -14,768 -9%
RhumbLine Advisers
252
RhumbLine Advisers
Massachusetts
$37.7M +$16.8M +54,929 +60%
PFG
253
PAX Financial Group
Texas
$37.5M +$6.26M +20,445 +18%
WA
254
Wealth Architects
California
$37.4M -$1.85M -6,046 -4%
MLIC
255
Mandatum Life Insurance Company
Finland
$36.9M -$8.67M -28,301 -17%
NCM
256
Narwhal Capital Management
Georgia
$36.8M -$3.22M -10,492 -7%
NVCHI
257
New Vernon Capital Holdings II
New Jersey
$36.8M -$3.86M -12,583 -8%
BPA
258
Beacon Pointe Advisors
California
$36.3M +$31.9M +103,943 +283%
HS
259
Horan Securities
United States
$36.2M +$2.74M +8,932 +7%
ONB
260
Old National Bancorp
Indiana
$35.6M +$1.63M +5,304 +4%
PIM
261
Parker Investment Management
California
$35.6M -$13.1M -42,909 -24%
APSP
262
Asset Planning Services (Pennsylvania)
Pennsylvania
$35.3M +$3.97M +12,968 +10%
CI
263
Conning Inc
Connecticut
$35M -$3.23M -10,530 -7%
CAM
264
Chandler Asset Management
California
$34.8M +$56.7K +185 +0.1%
FIB
265
First Interstate Bank
Montana
$34.8M +$38.8M +126,663 +1,583%
RWP
266
RWA Wealth Partners
Massachusetts
$34.7M -$52.7M -171,855 -56%
EIG
267
Ellenbecker Investment Group
Wisconsin
$34.5M +$2.6M +8,474 +7%
SFS
268
Summit Financial Strategies
Ohio
$34.1M +$6.95M +22,680 +21%
NEPPG
269
New England Professional Planning Group
Rhode Island
$34.1M +$3.22M +10,503 +10%
PI
270
PFS Investments
Georgia
$33.9M +$14.6M +47,662 +57%
HSBC Holdings
271
HSBC Holdings
United Kingdom
$33.4M -$43.2M -140,844 -52%
AWA
272
Artemis Wealth Advisors
New York
$33.4M -$21.3M -69,479 -35%
MA
273
Mutual Advisors
Nebraska
$33.3M -$434K -1,415 -1%
CS
274
Comerica Securities
Michigan
$33M -$3.37M -11,000 -8%
SW
275
SteelPeak Wealth
California
$33M -$3.23M -10,531 -8%