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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
326
HighMark Wealth Management
Minnesota
$55M +$7.34M +16,403 +16%
CTB
327
Country Trust Bank
Illinois
$54.8M +$34.2M +76,437 +172%
P3I
328
Progeny 3 Inc
Washington
$54.8M +$10.4M +23,290 +24%
JF
329
JSF Financial
California
$54.3M +$9.53M +21,318 +22%
WAG
330
Winthrop Advisory Group
Massachusetts
$54.2M +$1.7M +3,796 +3%
PP
331
Palladium Partners
Virginia
$53.9M +$1.04M +2,322 +2%
RSWM
332
Robertson Stephens Wealth Management
California
$53.8M +$13.7M +30,521 +35%
CCWA
333
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$53.7M +$5.06M +11,307 +11%
CA
334
Crewe Advisors
Utah
$53.6M +$4.2M +9,402 +9%
NA
335
Nottingham Advisors
New York
$53.3M -$3.77M -8,436 -7%
KWMG
336
King Wealth Management Group
Florida
$53M +$3.62M +8,101 +7%
SIA
337
Sovereign Investment Advisors
Arizona
$52.9M +$168K +375 +0.3%
RA
338
Rational Advisors
New York
$52.6M +$7.09M +15,861 +16%
VCM
339
Vision Capital Management
Oregon
$52.6M +$3.62M +8,097 +8%
CSWG
340
Cardinal Strategic Wealth Guidance
Kentucky
$52.1M +$6.74M +15,077 +15%
WTC
341
WhitTier Trust Company
Nevada
$52M +$3.73M +8,350 +8%
RhumbLine Advisers
342
RhumbLine Advisers
Massachusetts
$51.9M +$5.14M +11,490 +11%
SHIM
343
Stone House Investment Management
Pennsylvania
$51.9M +$19.3M +43,054 +60%
WAOI
344
Wealth Advisors of Iowa
Iowa
$51.8M +$2.33M +5,212 +5%
WWM
345
Wiser Wealth Management
Georgia
$51.6M +$4.89M +10,940 +11%
ETS
346
ESL Trust Services
New York
$51.3M -$22.4K -50 -0%
DSA
347
Droms Strauss Advisors
Missouri
$51.2M -$1.23M -2,747 -2%
HPC
348
Hobart Private Capital
North Carolina
$51M +$15.4M +34,498 +44%
MSWMA
349
Market Street Wealth Management Advisors
Indiana
$50.8M +$13.2M +29,411 +36%
WFPG
350
Waller Financial Planning Group
Ohio
$50.8M +$310K +693 +0.6%