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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
326
Geneos Wealth Management
Colorado
$162M +$6.05M +8,310 +4%
CA
327
Crewe Advisors
Utah
$161M -$1.07M -1,474 -0.7%
JWM
328
JGP Wealth Management
Oregon
$160M +$18.6M +25,549 +14%
FIB
329
First Interstate Bank
Montana
$160M +$5.3M +7,277 +4%
CFO
330
Callan Family Office
Pennsylvania
$159M +$8.35M +11,463 +6%
NCM
331
Narwhal Capital Management
Georgia
$159M +$342K +469 +0.2%
Mackenzie Financial
332
Mackenzie Financial
Ontario, Canada
$158M +$8.46M +11,622 +6%
FWM
333
FFT Wealth Management
Pennsylvania
$157M +$33.5M +46,003 +28%
MA
334
Mutual Advisors
Nebraska
$157M +$1.82M +2,500 +1%
PIMJS
335
PKO Investment Management Joint-Stock
Poland
$156M +$4.26M +5,848 +3%
KI
336
Kapitalo Investimentos
Brazil
$156M +$101M +139,265 +201%
SP
337
Stairway Partners
Illinois
$155M -$2.34M -3,209 -2%
MSA
338
Mason Street Advisors
Wisconsin
$155M -$3.78M -5,196 -2%
DE
339
Defiance ETFs
New York
$154M -$3.48M -4,780 -2%
CMF
340
Counterpoint Mutual Funds
California
$154M +$150M +205,717 New
RWM
341
Rezny Wealth Management
Florida
$154M +$3.65M +5,012 +2%
GRP
342
Global Retirement Partners
California
$152M +$148M +203,286 New
ETS
343
ESL Trust Services
New York
$152M +$363K +499 +0.2%
PFM
344
Phillips Financial Management
Indiana
$151M -$14.8M -20,344 -9%
CIA
345
Concurrent Investment Advisors
Florida
$150M +$28.3M +38,928 +24%
ACM
346
Advisors Capital Management
New Jersey
$149M +$6.35M +8,723 +5%
Financial Engines Advisors
347
Financial Engines Advisors
California
$149M -$5.88M -8,070 -4%
MWM
348
Modern Wealth Management
Kansas
$149M +$29.8M +40,918 +26%
WAG
349
Winthrop Advisory Group
Massachusetts
$148M +$7.09M +9,737 +5%
PFA
350
Pure Financial Advisors
California
$147M -$89.6K -123 -0.1%