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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
376
HighMark Wealth Management
Minnesota
$50M +$1.93M +4,189 +4%
WI
377
Wintrust Investments
Illinois
$49.9M +$1.08M +2,336 +2%
GL
378
Graypoint LLC
New York
$49.8M +$13.9M +30,108 +41%
AL
379
Aspiriant LLC
California
$49.6M -$2.34M -5,071 -5%
KPWG
380
KFA Private Wealth Group
Virginia
$49.6M +$1.81M +3,917 +4%
Cerity Partners
381
Cerity Partners
New York
$49.3M +$246M +533,748 +719%
CI
382
CX Institutional
Indiana
$49.2M +$401K +870 +0.9%
RhumbLine Advisers
383
RhumbLine Advisers
Massachusetts
$49.1M +$11.1M +24,069 +31%
WWM
384
Wiser Wealth Management
Georgia
$49M +$1.8M +3,903 +4%
PA
385
Pinnacle Associates
New York
$48.8M +$154K +335 +0.3%
I
386
INVST
Indiana
$48.7M +$10.5M +22,871 +25%
HA
387
Harfst & Associates
Wyoming
$48.5M -$401K -870 -0.8%
HCM
388
Hollencrest Capital Management
California
$48.5M +$46.8M +101,611 New
FWA
389
FOCUS Wealth Advisors
Texas
$48.2M +$3.79M +8,228 +9%
RA
390
Rational Advisors
New York
$47.8M +$3.31M +7,177 +8%
VFPW
391
Vantage Financial Partners (Wisconsin)
Wisconsin
$47.8M +$46.2M +100,159 New
SHJ
392
Sharkey, Howes & Javer
Colorado
$47.6M +$6.65M +14,437 +17%
WS
393
Wela Strategies
Georgia
$47.6M +$794K +1,723 +2%
CSWG
394
Cardinal Strategic Wealth Guidance
Kentucky
$47.5M +$2.04M +4,425 +5%
CWM
395
Cornerstone Wealth Management
Missouri
$47.1M -$682K -1,479 -1%
PWM
396
PRW Wealth Management
Massachusetts
$47M +$3.97M +8,617 +10%
JF
397
JSF Financial
California
$47M +$1.05M +2,273 +2%
OC
398
Oppenheimer & Co
New York
$46.9M -$1.85M -4,023 -4%
SCP
399
Syntal Capital Partners
Texas
$46.8M +$62.7K +136 +0.1%
FNBOH
400
First National Bank of Hutchinson
Kansas
$46.8M -$650K -1,411 -1%