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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
276
Financial Synergies Wealth Advisors
Texas
$156M -$950K -1,475 -0.6%
CAG
277
Crestwood Advisors Group
Massachusetts
$155M +$65.3M +101,445 +78%
QCG
278
Quadrant Capital Group
Ohio
$155M +$763K +1,184 +0.5%
MFS
279
McNamara Financial Services
Massachusetts
$155M -$682K -1,059 -0.5%
AAG
280
Armstrong Advisory Group
Massachusetts
$155M +$4.23M +6,568 +3%
FNBT
281
FineMark National Bank & Trust
Florida
$154M +$2.99M +4,642 +2%
LGWM
282
Litman Gregory Wealth Management
California
$152M -$929K -1,442 -0.6%
CB
283
Commerce Bank
Missouri
$150M -$748K -1,162 -0.5%
LFG
284
Leverty Financial Group
Wisconsin
$150M -$1.3M -2,016 -0.9%
Financial Engines Advisors
285
Financial Engines Advisors
California
$149M -$5.48M -8,501 -4%
Daiwa Securities Group
286
Daiwa Securities Group
Japan
$149M -$28.1M -43,568 -16%
HFBOT
287
Home Federal Bank of Tennessee
Tennessee
$149M -$1.26M -1,950 -0.9%
BOH
288
Bank of Hawaii
Hawaii
$149M -$1.17M -1,812 -0.8%
SPP
289
Single Point Partners
Massachusetts
$148M +$1.78M +2,759 +1%
BC
290
Bricktown Capital
Michigan
$148M +$773K +1,200 +0.5%
AI
291
Atria Investments
North Carolina
$148M -$1.1M -1,711 -0.8%
OIA
292
OneDigital Investment Advisors
Kansas
$147M +$2.49M +3,872 +2%
MA
293
Mutual Advisors
Nebraska
$146M +$16.6M +25,851 +14%
RI
294
RPTC Inc
Wyoming
$145M +$464K +721 +0.3%
PCIA
295
Prime Capital Investment Advisors
Kansas
$142M -$4.32M -6,701 -3%
CAL
296
Capital Analysts LLC
Pennsylvania
$142M +$4.06M +6,300 +3%
SMFG
297
Sumitomo Mitsui Financial Group
Japan
$141M +$135M +210,000 New
MSA
298
Mason Street Advisors
Wisconsin
$140M -$38.8M -60,280 -22%
RIG
299
RiverFront Investment Group
Virginia
$140M +$1.42M +2,205 +1%
HWM
300
HB Wealth Management
Georgia
$139M +$3.42M +5,312 +3%