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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
326
Robertson Stephens Wealth Management
California
$123M -$12.1M -18,748 -9%
RWP
327
RWA Wealth Partners
Massachusetts
$122M -$4.34M -6,739 -4%
CFP
328
Catalyst Financial Partners
Massachusetts
$122M +$2.94M +4,558 +3%
WAG
329
Winthrop Advisory Group
Massachusetts
$121M +$2.25M +3,495 +2%
IA
330
Integrity Alliance
Iowa
$119M +$9.91M +15,386 +9%
PFA
331
Pure Financial Advisors
California
$119M +$2.09M +3,241 +2%
CWMK
332
Caliber Wealth Management (Kansas)
Kansas
$118M +$14.4M +22,282 +14%
Janus Henderson Group
333
Janus Henderson Group
$118M +$19.3M +30,031 +20%
AA
334
ALPS Advisors
Colorado
$117M -$1.26M -1,955 -1%
BMCM
335
Bryn Mawr Capital Management
Pennsylvania
$116M +$5.15M +7,992 +5%
IC
336
IEQ Capital
California
$115M +$14.3M +22,169 +15%
MB
337
Mizuho Bank
Japan
$115M +$52.8M +82,000 +91%
TWG
338
The Wealth Group
Minnesota
$115M -$10.6M -16,448 -9%
CFO
339
Callan Family Office
Pennsylvania
$115M -$8.63M -13,392 -7%
ACM
340
Advisors Capital Management
New Jersey
$115M +$8.57M +13,300 +8%
SYBT
341
Stock Yards Bank & Trust
Kentucky
$114M +$3.85M +5,976 +4%
BCM
342
Brookstone Capital Management
Illinois
$113M -$466K -723 -0.4%
DADC
343
D.A. Davidson & Co
Montana
$113M -$68.9K -107 -0.1%
KWMG
344
King Wealth Management Group
Florida
$113M +$3.3M +5,128 +3%
FMWA
345
Forvis Mazars Wealth Advisors
Missouri
$113M +$1.82M +2,825 +2%
FCFC
346
First Commonwealth Financial Corp
Pennsylvania
$113M +$259K +402 +0.2%
PWM
347
Perigon Wealth Management
California
$112M -$10.3M -16,070 -9%
CAM
348
Chandler Asset Management
California
$112M +$13.5M +20,885 +14%
MCWS
349
McKinley Carter Wealth Services
West Virginia
$112M +$622K +965 +0.6%
IAN
350
Integrated Advisors Network
Texas
$111M +$1.75M +2,719 +2%