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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
326
Simplicity Solutions
Minnesota
$4.38M +$2.05M +10,057 +79%
Stifel Financial
327
Stifel Financial
Missouri
$4.29M -$146K -713 -3%
RDM
328
Retirement Design & Management
Connecticut
$4.22M +$94.9K +465 +2%
BAAM
329
Baker Avenue Asset Management
California
$4.16M +$4.4M +21,568 New
MFP
330
Mosaic Financial Partners
California
$4.15M -$42.5K -208 -1%
BFA
331
Beaumont Financial Advisors
Massachusetts
$4.14M
PR
332
Payden & Rygel
California
$4.11M +$828K +4,055 +24%
ICOA
333
Investment Centers of America
North Dakota
$4.02M +$1.16M +5,683 +38%
BHIA
334
Birch Hill Investment Advisors
Massachusetts
$4.01M -$810K -3,970 -16%
ZB
335
Zions Bancorporation
Utah
$3.94M -$2.51M -12,308 -38%
PWLP
336
Prio Wealth Limited Partnership
Massachusetts
$3.92M +$1M +4,914 +32%
FWM
337
Focused Wealth Management
New York
$3.88M -$16.9K -83 -0.4%
SGK
338
Steigerwald Gordon & Koch
Virginia
$3.86M +$173K +848 +4%
FMI
339
Fiduciary Management Inc
Wisconsin
$3.74M +$3.96M +19,385 New
CNC
340
Citizens & Northern Corp
Pennsylvania
$3.73M +$3.41M +16,717 +637%
KL
341
KWMG LLC
Kansas
$3.69M +$2.7M +13,217 +224%
TAM
342
Todd Asset Management
Kentucky
$3.67M -$108K -530 -3%
FIB
343
First Interstate Bank
Montana
$3.64M +$3.86M +18,906 New
LPT
344
Legacy Private Trust
Wisconsin
$3.64M -$281K -1,376 -7%
SFM
345
Signet Financial Management
New Jersey
$3.63M -$203K -994 -5%
MFW
346
Meristem Family Wealth
Minnesota
$3.59M +$262K +1,283 +7%
PFS
347
Prospera Financial Services
Texas
$3.55M +$543K +2,658 +17%
WA
348
WealthTrust-Arizona
Arizona
$3.54M +$35.9K +176 +1%
PTC
349
Private Trust Company
Ohio
$3.54M +$800K +3,920 +27%
ICAS
350
Investors Capital Advisory Services
Massachusetts
$3.51M +$1.4M +6,861 +60%