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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
301
Mutual Advisors
Nebraska
$122M +$1.09M +1,898 +1%
AIA
302
Alternative Investment Advisors
Florida
$122M +$25M +43,525 +28%
AWS
303
Atria Wealth Solutions
New York
$122M -$133M -231,134 -54%
NCM
304
Narwhal Capital Management
Georgia
$122M +$12.1M +21,048 +12%
AWC
305
Abundance Wealth Counselors
Pennsylvania
$120M +$183K +319 +0.2%
BIM
306
Bridges Investment Management
Nebraska
$120M +$6.25M +10,892 +6%
AQR Capital Management
307
AQR Capital Management
Connecticut
$118M +$9.82M +17,104 +10%
BP
308
BBR Partners
New York
$118M
RWP
309
RWA Wealth Partners
Massachusetts
$117M +$5.18M +9,023 +5%
FAC
310
Financial Advisory Corporation
Michigan
$117M +$1.14M +1,988 +1%
TWG
311
The Wealth Group
Minnesota
$117M -$4.99M -8,684 -4%
SF
312
Summit Financial
New Jersey
$116M +$61.8M +107,574 +136%
BWP
313
BSW Wealth Partners
Colorado
$116M +$6.8M +11,840 +7%
FWCM
314
Ferguson Wellman Capital Management
Oregon
$115M +$1.7M +2,953 +2%
CFO
315
Callan Family Office
Pennsylvania
$115M +$8.84M +15,394 +9%
FHA
316
First Horizon Advisors
Tennessee
$115M -$9.93M -17,288 -9%
CWAF
317
Core Wealth Advisors (Florida)
Florida
$114M +$154K +268 +0.1%
PWM
318
Perigon Wealth Management
California
$114M -$3.45M -6,012 -3%
SG
319
StoneX Group
New York
$113M +$4.4M +7,658 +4%
FBB
320
Fulton Breakefield Broenniman
Maryland
$113M +$1.65M +2,876 +2%
VFIC
321
Valley Forge Investment Consultants
Pennsylvania
$112M +$141K +245 +0.1%
EWA
322
EP Wealth Advisors
California
$111M +$52.4M +91,254 +104%
Citigroup
323
Citigroup
New York
$110M +$27.8M +48,347 +38%
AA
324
ALPS Advisors
Colorado
$110M +$26M +45,335 +34%
CFP
325
Catalyst Financial Partners
Massachusetts
$110M +$5.71M +9,947 +6%