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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
301
Palisades Hudson Asset Management
Florida
$19.9M -$1.58M -5,790 -7%
MSA
302
Mason Street Advisors
Wisconsin
$19.7M -$3.1M -11,400 -14%
MFW
303
Meristem Family Wealth
Minnesota
$19.6M +$969K +3,563 +5%
PAG
304
Pinnacle Advisory Group
Maryland
$19.6M +$496K +1,824 +3%
MM
305
Meridian Management
Arkansas
$19.5M +$4.1M +15,089 +27%
PP
306
PagnatoKarp Partners
Virginia
$19.2M +$18.2M +66,955 +2,191%
MFS
307
Monetta Financial Services
Illinois
$19.1M
PA
308
Pinnacle Associates
New York
$19M +$1.07M +3,948 +6%
MGIA
309
Moneta Group Investment Advisors
Missouri
$18.9M +$1.31M +4,818 +7%
HW
310
Hancock Whitney
Mississippi
$18.6M +$3.15M +11,577 +20%
SHIM
311
Stone House Investment Management
Pennsylvania
$18.4M -$68.6K -252 -0.4%
I
312
IberiaBank
Louisiana
$18.4M +$4.88M +17,922 +36%
William Blair & Company
313
William Blair & Company
Illinois
$18.4M +$1.59M +5,832 +9%
SPIA
314
Steward Partners Investment Advisory
New York
$18.1M +$396K +1,456 +2%
NPF
315
Norris Perne & French
Michigan
$18M -$121K -445 -0.7%
CC
316
Cedar Capital
Illinois
$18M -$2.19M -8,043 -11%
GHCM
317
Glen Harbor Capital Management
California
$17.8M +$5.63M +20,704 +47%
SHGA
318
Sand Hill Global Advisors
California
$17.4M +$17.1M +62,761 +5,609%
WTB
319
Washington Trust Bank
Washington
$17.4M -$2.9M -10,651 -14%
NAM
320
North American Management
Massachusetts
$17.2M +$381K +1,400 +2%
Two Sigma Investments
321
Two Sigma Investments
New York
$17.2M +$9.96M +36,600 +138%
CWM
322
Confluence Wealth Management
Oregon
$17.1M -$286K -1,051 -2%
K
323
Kemper
Illinois
$16.9M
VFA
324
Valeo Financial Advisors
Indiana
$16.9M +$4.63M +17,030 +40%
PWLP
325
Prio Wealth Limited Partnership
Massachusetts
$16.7M +$904K +3,324 +6%