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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
301
Janiczek Wealth Management
Colorado
$52M -$2.01M -4,878 -4%
APCM
302
Alaska Permanent Capital Management
Alaska
$52M -$4.07M -9,900 -7%
DWM
303
Destination Wealth Management
California
$51.9M +$1.68M +4,086 +3%
RTS
304
Round Table Services
New Jersey
$51.2M +$423K +1,028 +0.8%
ANB
305
Amarillo National Bank
Texas
$51.2M +$695K +1,689 +1%
CWM
306
Cahill Wealth Management
Michigan
$50.8M +$1.04M +2,535 +2%
BWM
307
BT Wealth Management
Georgia
$50.6M +$2.34M +5,695 +4%
VFA
308
Valeo Financial Advisors
Indiana
$50.1M -$2.1M -5,104 -4%
PFG
309
PAX Financial Group
Texas
$49.8M -$157K -382 -0.3%
IAN
310
Integrated Advisors Network
Texas
$49.4M -$195K -473 -0.4%
JF
311
JSF Financial
California
$49.4M +$4.36M +10,600 +9%
Sumitomo Mitsui Trust Group
312
Sumitomo Mitsui Trust Group
Japan
$49.2M +$13.2M +32,054 +33%
BBHC
313
Brown Brothers Harriman & Co
New York
$49.1M +$2.34M +5,684 +5%
MFA
314
Mayflower Financial Advisors
Massachusetts
$49.1M -$2.88M -7,010 -5%
CI
315
CX Institutional
Indiana
$48.8M +$10.2M +24,883 +24%
CSWG
316
Cardinal Strategic Wealth Guidance
Kentucky
$48.7M +$5.64M +13,714 +12%
CA
317
Crewe Advisors
Utah
$48.6M +$4.1M +9,959 +8%
NCM
318
Narwhal Capital Management
Georgia
$48.5M +$2.32M +5,652 +5%
KWMG
319
King Wealth Management Group
Florida
$48M +$4.08M +9,917 +8%
WA
320
Wealth Architects
California
$48M -$58K -141 -0.1%
RIA
321
Regal Investment Advisors
Michigan
$47.9M +$1.89M +4,602 +4%
VFA
322
Voya Financial Advisors
Connecticut
$47.9M -$1.52M -3,690 -3%
NEPPG
323
New England Professional Planning Group
Rhode Island
$47.8M +$1.3M +3,163 +3%
AI
324
Accredited Investors
Minnesota
$47.4M -$734K -1,784 -1%
VCM
325
Vision Capital Management
Oregon
$47.1M +$3.42M +8,312 +7%