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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DP
376
Divergent Planning
Maryland
$99.2M +$2.62M +4,070 +3%
PWM
377
Proathlete Wealth Management
Florida
$98.5M +$3.3M +5,117 +4%
GRP
378
Global Retirement Partners
California
$97.6M +$3.96M +6,144 +4%
VC
379
Vicus Capital
Pennsylvania
$97.3M -$124M -192,912 -57%
Betterment LLC
380
Betterment LLC
New York
$97M -$3.11M -4,828 -3%
RDFA
381
Ritter Daniher Financial Advisory
Ohio
$96.5M +$1.62M +2,513 +2%
CA
382
Cambridge Associates
Massachusetts
$96.5M +$10.8M +16,699 +13%
GIM
383
Glenmede Investment Management
Pennsylvania
$96.1M +$5.46M +8,471 +6%
SFS
384
Summit Financial Strategies
Ohio
$95.1M +$3.19M +4,947 +4%
IWA
385
Icon Wealth Advisors
Texas
$94.9M -$944K -1,465 -1%
CCFCSB
386
Cape Cod Five Cents Savings Bank
Massachusetts
$94.7M
RFA
387
RTD Financial Advisors
Pennsylvania
$94.7M +$998K +1,549 +1%
JWM
388
JGP Wealth Management
Oregon
$94.4M +$6.28M +9,745 +7%
GLA
389
Great Lakes Advisors
Illinois
$94.1M +$1.3M +2,013 +1%
PA
390
Pinnacle Associates
New York
$93.4M +$1.32M +2,056 +1%
ACM
391
Arcataur Capital Management
Wisconsin
$93.2M -$765K -1,188 -0.8%
CIBC World Market
392
CIBC World Market
Ontario, Canada
$93.1M +$16.7M +25,940 +23%
P3I
393
Progeny 3 Inc
Washington
$93.1M
CL
394
Choreo LLC
Illinois
$92.8M -$384K -597 -0.4%
WSFS
395
Wilmington Savings Fund Society
Delaware
$92.5M +$202K +314 +0.2%
CTB
396
Country Trust Bank
Illinois
$91.9M +$911K +1,415 +1%
PWAM
397
Private Wealth Asset Management
Iowa
$91.8M +$45M +69,886 +104%
CSWG
398
Cardinal Strategic Wealth Guidance
Kentucky
$91.8M -$553K -858 -0.6%
GC
399
Guggenheim Capital
Illinois
$91.3M +$34.8M +54,000 +65%
PWA
400
Physician Wealth Advisors
Utah
$90.7M +$486K +755 +0.6%