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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
376
Colony Group
Massachusetts
$47.9M -$34.2M -76,531 -42%
CWM
377
Cornerstone Wealth Management
Missouri
$47.6M +$2.8M +6,257 +6%
CB
378
Community Bank
New York
$47.5M -$4.5M -10,060 -9%
PA
379
Pinnacle Associates
New York
$47.5M +$1.07M +2,388 +2%
MCWS
380
McKinley Carter Wealth Services
West Virginia
$47.3M +$2.79M +6,234 +6%
CI
381
CX Institutional
Indiana
$47.1M +$309K +692 +0.7%
AL
382
Aspiriant LLC
California
$47.1M -$130K -291 -0.3%
SG
383
StoneX Group
New York
$46.9M +$12.7M +28,476 +38%
CA
384
CSM Advisors
Pennsylvania
$46.8M +$46.2M +103,215 New
RCA
385
Resonant Capital Advisors
Wisconsin
$46.7M -$1.51M -3,385 -3%
BHWM
386
Bar Harbor Wealth Management
New Hampshire
$46.7M -$1.45M -3,238 -3%
NVCHI
387
New Vernon Capital Holdings II
New Jersey
$45.6M -$18.6M -41,532 -29%
BOCM
388
Bontempo Ohly Capital Management
Maryland
$45.5M -$4.46M -9,976 -9%
SMG
389
Spectrum Management Group
Indiana
$45.5M +$14.7M +32,835 +49%
CWM
390
Cranbrook Wealth Management
Michigan
$45.4M +$2.89M +6,452 +7%
GLA
391
Great Lakes Advisors
Illinois
$45.4M +$3.59M +8,018 +9%
SCP
392
Syntal Capital Partners
Texas
$45M +$462K +1,033 +1%
QCG
393
Quadrant Capital Group
Ohio
$45M +$1.41M +3,142 +3%
WDL
394
Well Done LLC
Michigan
$45M +$483K +1,079 +1%
HNB
395
Huntington National Bank
Ohio
$44.8M
FWA
396
FOCUS Wealth Advisors
Texas
$44.7M -$1.14M -2,548 -3%
HSBC Holdings
397
HSBC Holdings
United Kingdom
$44.6M +$6.08M +13,587 +16%
VFPW
398
Vantage Financial Partners (Wisconsin)
Wisconsin
$44.4M -$1.01M -2,255 -2%
PWM
399
PRW Wealth Management
Massachusetts
$44.3M -$331K -739 -0.8%
Sumitomo Mitsui Trust Group
400
Sumitomo Mitsui Trust Group
Japan
$44.3M -$34M -75,926 -44%