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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
326
Cambridge Trust
Massachusetts
$41.8M +$39.6M +102,396 +3,758%
FNBOH
327
First National Bank of Hutchinson
Kansas
$41.7M -$32.1M -82,872 -44%
PSUF
328
People's United Financial
Connecticut
$41.7M -$1.61M -4,170 -4%
HWM
329
HighMark Wealth Management
Minnesota
$41.5M +$1.2M +3,088 +3%
SAS
330
Sage Advisory Services
Texas
$41.3M +$13.5M +34,985 +51%
MA
331
Mutual Advisors
Nebraska
$41M -$3.55M -9,178 -8%
SW
332
SteelPeak Wealth
California
$40.9M +$37.3M +96,332 +1,473%
CI
333
Conning Inc
Connecticut
$40.6M -$18.2M -46,897 -31%
CWAF
334
Core Wealth Advisors (Florida)
Florida
$40.6M +$2.93M +7,556 +8%
SAS
335
Sanford Advisory Services
Michigan
$40.3M +$32.7M +84,330 +499%
Bank Julius Baer & Co
336
Bank Julius Baer & Co
Switzerland
$40.2M -$2.76M -7,118 -7%
SAM
337
Securian Asset Management
Minnesota
$40M
PA
338
Pinnacle Associates
New York
$39.8M +$3.64M +9,403 +10%
GC
339
Guggenheim Capital
Illinois
$39.8M +$38.7M +100,002 New
CWM
340
Cornerstone Wealth Management
Missouri
$39.8M -$5.17M -13,346 -12%
WDL
341
Well Done LLC
Michigan
$39.3M +$424K +1,095 +1%
MIS
342
Morningstar Investment Services
Illinois
$39.2M -$29K -75 -0.1%
KPWG
343
KFA Private Wealth Group
Virginia
$39.1M +$1.39M +3,584 +4%
TWA
344
TPB Wealth Advisors
Texas
$39M -$3.1M -8,000 -7%
CWS
345
Cypress Wealth Services
California
$38.8M -$286K -739 -0.8%
BG
346
Benedetti & Gucer
Georgia
$38.7M +$37.7M +97,271 New
VCM
347
Vision Capital Management
Oregon
$38.7M +$686K +1,773 +2%
APSP
348
Asset Planning Services (Pennsylvania)
Pennsylvania
$38.7M -$2.95M -7,617 -7%
CCWA
349
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$38.6M +$2.92M +7,542 +8%
PFM
350
Parsec Financial Management
North Carolina
$38.6M +$11.8M +30,439 +46%