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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
326
Oppenheimer & Co
New York
$31.8M -$236K -804 -0.8%
Bank Julius Baer & Co
327
Bank Julius Baer & Co
Switzerland
$31.5M +$28M +95,511 +1,586%
Sumitomo Mitsui Trust Group
328
Sumitomo Mitsui Trust Group
Japan
$31.4M +$10.8M +36,717 +57%
HWM
329
HighMark Wealth Management
Minnesota
$31.3M +$407K +1,385 +1%
LF
330
Lee Financial
Texas
$31.2M +$1.2M +4,095 +4%
SAM
331
Securian Asset Management
Minnesota
$31.1M
IWP
332
Icon Wealth Partners
Texas
$31.1M -$6.22M -21,171 -17%
JF
333
JSF Financial
California
$31M -$1.32M -4,502 -4%
MAFM
334
Mid Atlantic Financial Management
Pennsylvania
$31M -$2.69M -9,171 -8%
PPW
335
Parcion Private Wealth
Washington
$30.9M +$5.86M +19,963 +26%
MWM
336
MBE Wealth Management
Wisconsin
$30.9M -$455K -1,548 -2%
WIP
337
Wellesley Investment Partners
Massachusetts
$30.8M -$864K -2,942 -3%
BAAM
338
Baker Avenue Asset Management
California
$30.7M -$38M -129,439 -57%
BWM
339
Baystate Wealth Management
Massachusetts
$30.7M -$1.16M -3,939 -4%
WDL
340
Well Done LLC
Michigan
$30.1M +$1.2M +4,091 +4%
AFA
341
Atlanta Financial Associates
Georgia
$29.6M +$1.8M +6,126 +7%
PA
342
Pinnacle Associates
New York
$29.3M +$1.72M +5,870 +7%
DA
343
Doliver Advisors
Texas
$29.1M -$1.6M -5,440 -5%
VCM
344
Verger Capital Management
North Carolina
$29.1M -$5.38M -18,330 -16%
VCM
345
Vision Capital Management
Oregon
$28.8M -$833K -2,836 -3%
AIP
346
Ameritas Investment Partners
Nebraska
$28.6M -$1.14M -3,880 -4%
OFG
347
Oxford Financial Group
Indiana
$28.6M -$20.3K -69 -0.1%
BBA
348
BLB&B Advisors
Pennsylvania
$28.4M -$464K -1,581 -2%
CA
349
Cumberland Advisors
Florida
$28.2M -$257K -875 -1%
AIIMS
350
Analyst IMS Investment Management Services
Israel
$28.2M +$2.95M +10,035 +12%