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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DP
351
Divergent Planning
Maryland
$46.3M +$2.47M +6,410 +6%
RVPG
352
Relative Value Partners Group
$46.1M +$5.81M +15,054 +14%
CFO
353
Callan Family Office
Pennsylvania
$46.1M +$46.3M +119,909 New
CCWA
354
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$45.9M +$46.1M +119,576 New
MCWS
355
McKinley Carter Wealth Services
West Virginia
$45.5M +$164K +424 +0.4%
NEAM
356
New England Asset Management
Connecticut
$45.4M +$11.3M +29,370 +33%
RhumbLine Advisers
357
RhumbLine Advisers
Massachusetts
$44.7M +$12.4M +32,169 +38%
RWP
358
RWA Wealth Partners
Massachusetts
$44.6M +$10.3M +26,678 +31%
MSWMA
359
Market Street Wealth Management Advisors
Indiana
$44.3M -$3.37M -8,740 -7%
CIM
360
CenturyLink Investment Management
Colorado
$44.3M
ETS
361
ESL Trust Services
New York
$44.3M +$255K +660 +0.6%
NA
362
Nottingham Advisors
New York
$44.3M -$72.6K -188 -0.2%
HWM
363
HighMark Wealth Management
Minnesota
$43.9M -$2.21M -5,716 -5%
FW
364
Fidato Wealth
Ohio
$43.7M +$641K +1,660 +1%
GF
365
Gries Financial
Ohio
$43.5M +$6.5M +16,836 +17%
LWA
366
Lineweaver Wealth Advisors
Ohio
$43.4M -$440K -1,140 -1%
Deutsche Bank
367
Deutsche Bank
Germany
$43.3M -$1.77M -4,579 -4%
SHIM
368
Stone House Investment Management
Pennsylvania
$43.2M +$413K +1,070 +1%
MCM
369
MV Capital Management
Maryland
$43.1M +$2.25M +5,837 +5%
PA
370
Pinnacle Associates
New York
$43M +$1.46M +3,782 +3%
HA
371
Harfst & Associates
Wyoming
$42.9M -$142K -368 -0.3%
RDFA
372
Ritter Daniher Financial Advisory
Ohio
$42.8M +$15.7M +40,554 +57%
FPGK
373
Financial Partners Group (Kansas)
Kansas
$42.7M +$290K +751 +0.7%
CFGS
374
Concourse Financial Group Securities
Alabama
$42.6M +$32.8K +85 +0.1%
UOMF
375
University of Massachusetts Foundation
Massachusetts
$42.3M +$189K +490 +0.4%