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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
376
Deutsche Bank
Germany
$71.6M -$1.97M -3,737 -3%
SFS
377
Summit Financial Strategies
Ohio
$71.5M -$2.58M -4,898 -4%
FA
378
Fiducient Advisors
Illinois
$71.4M +$17.7M +33,643 +35%
AI
379
Accredited Investors
Minnesota
$71.2M +$3.92M +7,462 +6%
RDFA
380
Ritter Daniher Financial Advisory
Ohio
$71M -$1.2M -2,287 -2%
JF
381
JSF Financial
California
$70.9M -$7.65M -14,548 -10%
DWM
382
Destination Wealth Management
California
$70.3M -$2.93M -5,574 -4%
PA
383
Pinnacle Associates
New York
$70.1M +$947K +1,800 +1%
FBB
384
Fulton Breakefield Broenniman
Maryland
$70M +$4.25M +8,090 +7%
BIM
385
Bridges Investment Management
Nebraska
$69.7M +$29.6M +56,306 +79%
LWA
386
Lineweaver Wealth Advisors
Ohio
$69.6M -$17.4K -33 -0%
GPW
387
Gray Private Wealth
Massachusetts
$69.6M +$366K +696 +0.6%
ACM
388
Advisors Capital Management
New Jersey
$69.2M +$10.5M +19,976 +19%
WA
389
Wealth Architects
California
$69.1M +$50K +95 +0.1%
PWLP
390
Prio Wealth Limited Partnership
Massachusetts
$68.8M +$648K +1,233 +1%
CRC
391
Curi RMB Capital
Illinois
$68.6M -$2.81M -5,347 -4%
HI
392
Hudock Inc
Pennsylvania
$68.3M +$2.07M +3,932 +3%
ANB
393
Amarillo National Bank
Texas
$67.8M -$4.93M -9,368 -7%
CIM
394
CIM Investment Management
Pennsylvania
$67.7M -$5.93M -11,274 -8%
APCM
395
Alaska Permanent Capital Management
Alaska
$67.7M +$5.62M +10,695 +9%
CWM
396
Cahill Wealth Management
Michigan
$67.5M -$412K -784 -0.6%
BFPW
397
BOK Financial Private Wealth
Colorado
$67.4M -$663K -1,261 -1%
LNB
398
Ledyard National Bank
$67M +$4.43M +8,426 +7%
NEPPG
399
New England Professional Planning Group
Rhode Island
$66.6M -$558K -1,061 -0.9%
CSWG
400
Cardinal Strategic Wealth Guidance
Kentucky
$66.5M -$3.89M -7,395 -6%