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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
301
Montag & Associates
Georgia
$185M +$2.88M +3,958 +2%
VFA
302
Valeo Financial Advisors
Indiana
$183M +$6.03M +8,274 +3%
MWM
303
Modera Wealth Management
New Jersey
$180M -$2.93M -4,029 -2%
RCA
304
Resonant Capital Advisors
Wisconsin
$177M -$4.57M -6,270 -3%
BCM
305
Brookstone Capital Management
Illinois
$175M +$30.1M +41,277 +21%
MMA
306
Mizuho Markets Americas
New York
$175M -$11.5M -15,800 -6%
Manulife (Manufacturers Life Insurance)
307
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$174M +$125M +172,218 +282%
OFS
308
Orrstown Financial Services
Pennsylvania
$174M +$2.49M +3,424 +1%
JFA
309
JNBA Financial Advisors
Minnesota
$174M -$7.02M -9,635 -4%
SWM
310
Spire Wealth Management
Virginia
$174M -$3.17M -4,352 -2%
FBB
311
Fulton Breakefield Broenniman
Maryland
$173M -$839K -1,152 -0.5%
Arrowstreet Capital
312
Arrowstreet Capital
Massachusetts
$172M -$69.3M -95,128 -29%
Kovitz Investment Group Partners
313
Kovitz Investment Group Partners
Illinois
$171M -$8.97M -12,320 -5%
FSWA
314
Financial Synergies Wealth Advisors
Texas
$171M -$3.39M -4,649 -2%
RI
315
RPTC Inc
Wyoming
$169M -$1.61M -2,208 -1%
BP
316
BBR Partners
New York
$168M +$28.4M +38,941 +21%
BOH
317
Bank of Hawaii
Hawaii
$168M -$5.77M -7,926 -3%
SPP
318
Single Point Partners
Massachusetts
$167M -$1M -1,376 -0.6%
HFBOT
319
Home Federal Bank of Tennessee
Tennessee
$166M +$320K +440 +0.2%
OIA
320
OneDigital Investment Advisors
Kansas
$165M -$760K -1,043 -0.5%
HWM
321
HB Wealth Management
Georgia
$165M -$2.87M -3,944 -2%
CAL
322
Capital Analysts LLC
Pennsylvania
$165M +$24.6M +33,785 +18%
FWCM
323
Ferguson Wellman Capital Management
Oregon
$164M +$7.09M +9,735 +5%
EB
324
Eastern Bank
Massachusetts
$163M +$11M +15,088 +7%
CWMK
325
Caliber Wealth Management (Kansas)
Kansas
$163M -$934K -1,282 -0.6%