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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UW
326
Unique Wealth
Florida
$59.3M -$119K -265 -0.2%
SYBT
327
Stock Yards Bank & Trust
Kentucky
$59.2M +$356K +797 +0.6%
BSW
328
Buckingham Strategic Wealth
Missouri
$58.9M +$1.77M +3,956 +3%
DWM
329
Destination Wealth Management
California
$58.7M -$427K -955 -0.7%
MIS
330
Morningstar Investment Services
Illinois
$58.4M -$48.8K -109 -0.1%
APCM
331
Alaska Permanent Capital Management
Alaska
$58.3M +$577K +1,290 +1%
AL
332
Aspiriant LLC
California
$58.1M +$7.81M +17,452 +15%
PRA
333
Pine Ridge Advisers
New York
$57.9M
ANB
334
Amarillo National Bank
Texas
$57.6M -$1.47M -3,287 -2%
MCM
335
MV Capital Management
Maryland
$57.3M +$2.3M +5,153 +4%
BFPW
336
BOK Financial Private Wealth
Colorado
$57.2M -$452K -1,010 -0.8%
EC
337
EdgeRock Capital
Colorado
$57M +$11.7M +26,209 +25%
SG
338
StoneX Group
New York
$56.7M -$232K -519 -0.4%
AFS
339
Amtrust Financial Services
New York
$56.6M
CWM
340
Curi Wealth Management
North Carolina
$56.4M -$5.27M -11,777 -8%
DP
341
Divergent Planning
Maryland
$56.4M -$767K -1,714 -1%
RWP
342
RWA Wealth Partners
Massachusetts
$56M -$4.66M -10,424 -7%
CSWG
343
Cardinal Strategic Wealth Guidance
Kentucky
$55.9M +$3.95M +8,835 +7%
CIM
344
CIM Investment Management
Pennsylvania
$55.8M -$4.96M -11,093 -8%
1832 Asset Management
345
1832 Asset Management
Ontario, Canada
$55.5M +$44.6M +99,740 +337%
ANTB
346
AMG National Trust Bank
Colorado
$55.5M -$637K -1,425 -1%
WA
347
Wealth Alliance
New York
$55.4M +$8.59M +19,210 +17%
WA
348
Wealth Architects
California
$55.3M +$8.05K +18 +0%
RDFA
349
Ritter Daniher Financial Advisory
Ohio
$55M +$583K +1,303 +1%
FFA
350
First Foundation Advisors
California
$55M +$1.49M +3,337 +3%