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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWAF
401
Core Wealth Advisors (Florida)
Florida
$23M +$22.1M +71,267 New
HMC
402
Harvard Management Company
Massachusetts
$22.7M +$364K +1,177 +2%
NPF
403
Norris Perne & French
Michigan
$22.6M +$483K +1,560 +2%
PAG
404
Pinnacle Advisory Group
Maryland
$22.6M -$82.9K -268 -0.4%
OWM
405
Orgel Wealth Management
Wisconsin
$22.6M +$6.48M +20,929 +43%
TA
406
Tiedemann Advisors
New York
$22.4M -$507K -1,639 -2%
GLA
407
Good Life Advisors
Pennsylvania
$22.4M -$243K -786 -1%
SC
408
Schoolcraft Capital
Colorado
$22.2M +$277K +896 +1%
LCOV
409
London Company of Virginia
Virginia
$22.2M +$4.03M +13,008 +23%
SHJ
410
Sharkey, Howes & Javer
Colorado
$22.1M +$19.3M +62,380 +1,022%
DSA
411
Droms Strauss Advisors
Missouri
$22.1M +$413K +1,335 +2%
Daiwa Securities Group
412
Daiwa Securities Group
Japan
$22M -$5.75M -18,581 -21%
KTA
413
Keeley-Teton Advisors
Illinois
$21.9M +$20.1K +65 +0.1%
BIM
414
Bridges Investment Management
Nebraska
$21.8M -$1.53M -4,934 -7%
CCWA
415
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.4M +$2.43M +7,837 +13%
SHGA
416
Sand Hill Global Advisors
California
$21.2M +$482K +1,557 +2%
IFA
417
Interactive Financial Advisors
Illinois
$21.2M -$203K -657 -1%
FHA
418
First Horizon Advisors
Tennessee
$21.1M -$4.02K -13 -0%
WTB
419
Washington Trust Bank
Washington
$21M +$7.74K +25 +0%
WHG
420
Westwood Holdings Group
Texas
$21M +$1.23M +3,987 +7%
BRWA
421
B. Riley Wealth Advisors
Florida
$21M +$4.82M +15,567 +32%
GPA
422
Guidance Point Advisors
Massachusetts
$20.9M +$291K +940 +1%
RIA
423
Regal Investment Advisors
Michigan
$20.9M +$562K +1,815 +3%
B
424
Bailard
California
$20.8M -$3.96M -12,789 -17%
PHAM
425
Palisades Hudson Asset Management
Florida
$20.7M -$602K -1,944 -3%