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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
326
Narwhal Capital Management
Georgia
$55.7M +$2.75M +6,856 +5%
RVPG
327
Relative Value Partners Group
$55M +$5.55M +13,851 +12%
NEPPG
328
New England Professional Planning Group
Rhode Island
$54.7M +$1.14M +2,851 +2%
HFS
329
Hantz Financial Services
Michigan
$54.5M +$12.1M +30,153 +29%
FFA
330
First Foundation Advisors
California
$54.4M +$3.45M +8,599 +7%
Mackenzie Financial
331
Mackenzie Financial
Ontario, Canada
$54.4M -$4.71M -11,759 -8%
GSAM
332
Grant Street Asset Management
Pennsylvania
$53.9M -$11.9M -29,783 -19%
CW
333
Connectus Wealth
Ohio
$53.6M +$31.7K +79 +0.1%
BOCM
334
Bontempo Ohly Capital Management
Maryland
$53.2M +$10.9M +27,129 +27%
WAG
335
Winthrop Advisory Group
Massachusetts
$53.2M +$1.09M +2,726 +2%
SG
336
StoneX Group
New York
$53.2M +$2.48M +6,185 +5%
WA
337
Wealth Architects
California
$52.5M +$686K +1,710 +1%
AI
338
Accredited Investors
Minnesota
$52.4M -$1.23M -3,057 -2%
DP
339
Divergent Planning
Maryland
$52.4M +$2.79M +6,964 +6%
CI
340
CX Institutional
Indiana
$52.3M +$471K +1,176 +0.9%
HH
341
HWG Holdings
Texas
$51.7M -$16.7M -41,756 -25%
CC
342
Courier Capital
New York
$51.6M +$516K +1,288 +1%
SAM
343
Securian Asset Management
Minnesota
$51.5M -$32.3M -80,666 -39%
VCM
344
Vision Capital Management
Oregon
$51.3M -$130K -324 -0.3%
VFA
345
Voya Financial Advisors
Connecticut
$51.1M +$447K +1,116 +0.9%
CIBC World Market
346
CIBC World Market
Ontario, Canada
$51M -$2.5M -6,226 -5%
HCC
347
Hirtle Callaghan & Co
Pennsylvania
$50.8M +$472K +1,177 +1%
LWA
348
Lineweaver Wealth Advisors
Ohio
$50.6M +$4.07M +10,144 +9%
MFA
349
Mayflower Financial Advisors
Massachusetts
$50.4M -$1.19M -2,962 -2%
CWM
350
Cahill Wealth Management
Michigan
$50.4M -$286K -713 -0.6%