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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFP
326
Mosaic Financial Partners
California
$4.59M -$131K -649 -3%
PJSIMP
327
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.49M +$2.59M +12,771 +143%
TAM
328
Todd Asset Management
Kentucky
$4.49M -$217K -1,070 -5%
WWM
329
Willingdon Wealth Management
North Carolina
$4.47M +$75.9K +375 +2%
F
330
FolioMetrix
Nebraska
$4.42M +$4.35M +21,468 New
SFG
331
SNS Financial Group
Minnesota
$4.42M +$4.1M +20,252 +1,846%
Ninety One (UK)
332
Ninety One (UK)
United Kingdom
$4.39M -$60.7K -300 -1%
FC
333
Financial Consulate
Maryland
$4.25M +$4.15M +20,522 New
FWM
334
Focused Wealth Management
New York
$4.24M +$293K +1,449 +8%
LCOV
335
London Company of Virginia
Virginia
$4.17M +$4.08M +20,174 New
HC
336
Highmount Capital
New York
$4.11M +$153K +755 +4%
NYLIM
337
New York Life Investment Management
New York
$4.11M -$5.34M -26,390 -57%
BNP Paribas Financial Markets
338
BNP Paribas Financial Markets
France
$4.03M +$778K +3,846 +25%
BPC
339
Banque Pictet & Cie
Switzerland
$3.98M +$429K +2,120 +12%
HW
340
Hancock Whitney
Mississippi
$3.96M -$246K -1,216 -6%
IP
341
Investment Partners
Ohio
$3.94M +$3.85M +19,025 New
SGK
342
Steigerwald Gordon & Koch
Virginia
$3.91M -$18.6K -92 -0.5%
RDM
343
Retirement Design & Management
Connecticut
$3.91M +$3.82M +18,885 New
UOC
344
UBS O'Connor
Illinois
$3.81M -$223K -1,100 -6%
QA
345
Quantitative Advantage
Minnesota
$3.79M -$180K -888 -5%
Chevy Chase Trust
346
Chevy Chase Trust
Maryland
$3.77M -$253K -1,252 -6%
CWM
347
Cabot Wealth Management
Massachusetts
$3.64M -$281K -1,386 -7%
PFS
348
Prospera Financial Services
Texas
$3.63M -$1.3M -6,403 -27%
BO
349
BRR OpCo
Ohio
$3.61M +$204K +1,006 +6%
CIM
350
CIM Investment Management
Pennsylvania
$3.56M +$1.36M +6,728 +64%