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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
401
Prosperity Consulting Group
Maryland
$74.5M +$1.2M +2,024 +2%
SFS
402
Summit Financial Strategies
Ohio
$74.3M +$1.19M +2,013 +2%
CWMK
403
Caliber Wealth Management (Kansas)
Kansas
$74.3M +$78M +132,168 New
QCM
404
Quantinno Capital Management
New York
$74.1M +$29.3M +49,584 +60%
AA
405
ALPS Advisors
Colorado
$74.1M +$216K +365 +0.3%
SHJ
406
Sharkey, Howes & Javer
Colorado
$74.1M -$13.8M -23,299 -15%
AFS
407
Amtrust Financial Services
New York
$74.1M – – –
OFS
408
Orrstown Financial Services
Pennsylvania
$73.8M +$16.8M +28,471 +28%
LNB
409
Ledyard National Bank
$73.6M +$863K +1,461 +1%
BTD
410
BankPlus Trust Department
Mississippi
$73.6M +$957K +1,620 +1%
RIA
411
Regal Investment Advisors
Michigan
$73.5M -$677K -1,147 -0.9%
GLA
412
Great Lakes Advisors
Illinois
$73.1M -$12.5M -21,212 -14%
EB
413
Eastern Bank
Massachusetts
$73M +$517K +876 +0.7%
OBWG
414
Onyx Bridge Wealth Group
New York
$72.8M -$6.7M -11,350 -8%
Citigroup
415
Citigroup
New York
$72.4M +$20.4M +34,565 +37%
AI
416
Accredited Investors
Minnesota
$72.2M -$419K -710 -0.5%
BAAM
417
Baker Avenue Asset Management
California
$71.6M +$5.19M +8,785 +7%
CA
418
Centerpoint Advisors
Massachusetts
$70.7M +$4.49M +7,604 +6%
DWM
419
Destination Wealth Management
California
$70.6M +$778K +1,317 +1%
BF
420
BOK Financial
Oklahoma
$70.5M +$1.41M +2,382 +2%
BWIA
421
Bryant Woods Investment Advisors
New York
$70.5M +$5.58M +9,442 +8%
CWM
422
Cahill Wealth Management
Michigan
$70.3M +$511K +865 +0.7%
NRC
423
New Republic Capital
North Carolina
$70.2M +$70.7M +119,799 +2,335%
NEPPG
424
New England Professional Planning Group
Rhode Island
$70.2M +$1.79M +3,039 +2%
CC
425
Courier Capital
New York
$70.1M +$1.92M +3,251 +3%