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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
276
FineMark National Bank & Trust
Florida
$33.2M +$1.9M +6,947 +6%
EHPM
277
Emery Howard Portfolio Management
California
$33.1M +$693K +2,534 +2%
LPWM
278
Lake Point Wealth Management
Texas
$32.8M +$6.63M +24,264 +28%
HTC
279
Haverford Trust Company
Pennsylvania
$32.6M -$14.5M -52,960 -32%
SFS
280
Summit Financial Strategies
Ohio
$32.3M +$473K +1,729 +2%
BHWM
281
Bar Harbor Wealth Management
New Hampshire
$31.8M +$26.8K +98 +0.1%
APA
282
American Portfolios Advisors
New York
$31.6M +$1.12M +4,103 +4%
PP
283
Pegasus Partners
Wisconsin
$31.4M -$15.2M -55,579 -33%
JWM
284
Jackson Wealth Management
Florida
$31.4M +$542K +1,982 +2%
EWA
285
ERTS Wealth Advisors
Michigan
$31.3M +$3.44M +12,589 +13%
IF
286
Ironwood Financial
Arizona
$31.3M -$10.4K -38 -0%
HA
287
Harfst & Associates
Wyoming
$31.3M -$1.51M -5,510 -5%
EPA
288
Element Pointe Advisors
Florida
$30.9M -$6.61M -24,159 -18%
MIS
289
Morningstar Investment Services
Illinois
$30.8M +$1.24M +4,536 +4%
OC
290
Oppenheimer & Co
New York
$30.7M -$93.5K -342 -0.3%
RhumbLine Advisers
291
RhumbLine Advisers
Massachusetts
$30.5M +$735K +2,689 +3%
KFS
292
Kelly Financial Services
Massachusetts
$30.4M +$29.2M +106,875 New
RTS
293
Round Table Services
New Jersey
$29.9M +$275K +1,005 +1%
PWLP
294
Prio Wealth Limited Partnership
Massachusetts
$29.8M +$1.47M +5,361 +5%
AWA
295
Artemis Wealth Advisors
New York
$29.8M -$4.27M -15,600 -13%
FCFC
296
First Commonwealth Financial Corp
Pennsylvania
$29.7M +$6.91M +25,271 +32%
TAM
297
Tyers Asset Management
Texas
$29.3M +$1.89M +6,908 +7%
MIAN
298
Mariner Independent Advisor Network
Kansas
$29.2M +$6.63M +24,247 +31%
I
299
IberiaBank
Louisiana
$29M -$981K -3,589 -3%
GT
300
Glenmede Trust
Pennsylvania
$28.9M -$6.81M -24,902 -20%