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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
276
Highland Capital Management (Tennessee)
Tennessee
$41.6M +$416K +1,345 +1%
FPGK
277
Financial Partners Group (Kansas)
Kansas
$40.8M +$3.67M +11,857 +11%
DA
278
Doliver Advisors
Texas
$40.6M -$6.05M -19,554 -13%
MFW
279
Meristem Family Wealth
Minnesota
$40.4M +$845K +2,730 +2%
EIG
280
Ellenbecker Investment Group
Wisconsin
$40.4M +$2.52M +8,134 +7%
D.E. Shaw & Co
281
D.E. Shaw & Co
New York
$40.4M +$38.7M +125,000 New
RWM
282
RKL Wealth Management
Pennsylvania
$40.1M -$710K -2,295 -2%
EIA
283
Eldridge Investment Advisors
New Hampshire
$39.8M -$2.22M -7,161 -5%
SPP
284
Single Point Partners
Massachusetts
$39.7M +$38M +122,759 New
APA
285
American Portfolios Advisors
New York
$39.6M -$84.8K -274 -0.2%
MCIA
286
Mountain Capital Investment Advisors
Colorado
$39.5M +$36.1M +116,643 +2,564%
CPO
287
Cerity Partners OCIO
New York
$39.5M +$4.67M +15,077 +15%
CWM
288
Cornerstone Wealth Management
Missouri
$39.3M -$2.14M -6,928 -5%
EHPM
289
Emery Howard Portfolio Management
California
$39.3M +$827K +2,673 +2%
MW
290
Marcum Wealth
Ohio
$39.2M +$37.6M +121,380 New
AWA
291
Alaska Wealth Advisors
Alaska
$39.1M +$32.7M +105,780 +699%
BOCM
292
Bontempo Ohly Capital Management
Maryland
$39M +$198K +640 +0.5%
SS
293
Simplicity Solutions
Minnesota
$38.7M +$11.5M +37,158 +45%
Nuveen
294
Nuveen
North Carolina
$38.4M -$1.72M -5,570 -4%
SIM
295
Strategic Investment Management
Virginia
$38M -$4.76M -15,374 -12%
KFS
296
Kelly Financial Services
Massachusetts
$38M -$3.99M -12,906 -10%
PFG
297
PAX Financial Group
Texas
$37.8M +$34.6M +111,801 New
SIA
298
Sovereign Investment Advisors
Arizona
$37.6M +$36M +116,225 New
WAG
299
Winthrop Advisory Group
Massachusetts
$37.6M +$3.35M +10,826 +10%
IWP
300
Icon Wealth Partners
Texas
$37.5M +$1.37M +4,420 +4%