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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
351
Meristem Family Wealth
Minnesota
$14.8M +$8.96M +34,196 +164%
RIA
352
Regal Investment Advisors
Michigan
$14.7M -$2.24M -8,559 -14%
CIR
353
Clear Investment Research
Georgia
$14.7M -$513K -1,960 -3%
FMI
354
Fiduciary Management Inc
Wisconsin
$14.6M +$14.3M +54,415 New
PWLP
355
Prio Wealth Limited Partnership
Massachusetts
$14.6M +$548K +2,094 +4%
AIM
356
Acropolis Investment Management
Missouri
$14.6M -$313K -1,195 -2%
SS
357
Simplicity Solutions
Minnesota
$14.5M +$8.26M +31,559 +140%
KTA
358
Keeley-Teton Advisors
Illinois
$14.5M +$66.3K +253 +0.5%
DE
359
Day & Ennis
Georgia
$14.2M +$284K +1,084 +2%
BBHC
360
Brown Brothers Harriman & Co
New York
$14.2M -$929K -3,548 -6%
AIM
361
Advantage Investment Management
Iowa
$14M -$58.7K -224 -0.4%
CFGF
362
Compass Financial Group (Florida)
Florida
$13.9M -$1.98M -7,560 -13%
MM
363
Meridian Management
Arkansas
$13.9M +$666K +2,543 +5%
SWA
364
SFMG Wealth Advisors
Texas
$13.9M +$6.04M +23,066 +81%
CHA
365
Cooper/Haims Advisors
New York
$13.8M +$13.4M +51,251 New
LSERS
366
Louisiana State Employees Retirement System
Louisiana
$13.8M -$1.02M -3,900 -7%
Sumitomo Mitsui Trust Group
367
Sumitomo Mitsui Trust Group
Japan
$13.7M -$411K -1,569 -3%
GG
368
GenWealth Group
New Jersey
$13.7M -$624K -2,381 -5%
CIA
369
Capital Investment Advisors
Georgia
$13.6M -$97.9K -374 -0.7%
FNT
370
First National Trust
Pennsylvania
$13.5M +$1.04M +3,967 +9%
AWM
371
AE Wealth Management
Kansas
$13.5M +$2.79M +10,638 +27%
FAIM
372
Financial Advocates Investment Management
Washington
$13.3M +$13M +49,591 New
FC
373
Fulcrum Capital
Washington
$13.3M +$13M +49,586 New
CA
374
Crewe Advisors
Utah
$13.3M +$13M +49,527 New
PWS
375
Paragon Wealth Strategies
Florida
$13.2M +$723K +2,762 +6%