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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
301
Orrstown Financial Services
Pennsylvania
$150M +$51.7M +75,654 +49%
FIA
302
Foundations Investment Advisors
Arizona
$149M +$101M +147,425 +182%
RI
303
RPTC Inc
Wyoming
$149M +$7.32M +10,722 +5%
HWM
304
HB Wealth Management
Georgia
$147M +$5.7M +8,346 +4%
SPP
305
Single Point Partners
Massachusetts
$146M +$1.43M +2,095 +0.9%
PFM
306
Phillips Financial Management
Indiana
$145M -$20.7M -30,246 -12%
OIA
307
OneDigital Investment Advisors
Kansas
$145M +$9.15M +13,394 +6%
HFBOT
308
Home Federal Bank of Tennessee
Tennessee
$144M -$847K -1,241 -0.6%
CWMK
309
Caliber Wealth Management (Kansas)
Kansas
$143M +$16.3M +23,895 +12%
MEPT
310
Missouri Education Pension Trust
Missouri
$142M -$100M -146,611 -40%
AWC
311
Abundance Wealth Counselors
Pennsylvania
$142M +$17.4M +25,518 +13%
CA
312
Crewe Advisors
Utah
$141M +$11M +16,080 +8%
MMA
313
Miracle Mile Advisors
California
$141M +$72.3M +105,915 +97%
RIM
314
Rakuten Investment Management
Japan
$139M +$71.2M +104,287 +100%
MSA
315
Mason Street Advisors
Wisconsin
$138M +$606K +888 +0.4%
NCM
316
Narwhal Capital Management
Georgia
$138M +$690K +1,010 +0.5%
IMCOOI
317
Investment Management Corp of Ontario (IMCO)
Canada
$138M -$2.45M -3,585 -2%
DE
318
Defiance ETFs
New York
$138M +$144M +210,655 New
FWCM
319
Ferguson Wellman Capital Management
Oregon
$137M +$5.03M +7,366 +4%
SP
320
Stairway Partners
Illinois
$137M +$468K +685 +0.3%
GWM
321
Geneos Wealth Management
Colorado
$136M +$7.14M +10,454 +5%
Financial Engines Advisors
322
Financial Engines Advisors
California
$135M -$7.8M -11,418 -5%
MA
323
Mutual Advisors
Nebraska
$135M -$4.53M -6,630 -3%
FIB
324
First Interstate Bank
Montana
$135M +$2.39M +3,495 +2%
IWA
325
Icon Wealth Advisors
Texas
$134M +$28.8M +42,222 +29%