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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
426
Destination Wealth Management
California
$73.2M -$2.38M -4,014 -3%
HI
427
Hudock Inc
Pennsylvania
$73.2M -$515K -870 -0.7%
CWM
428
Cahill Wealth Management
Michigan
$73.2M +$410K +692 +0.6%
CRC
429
Curi RMB Capital
Illinois
$73.2M -$6.65M -11,243 -8%
SC
430
Savant Capital
Illinois
$72.9M +$23.1M +39,099 +46%
AF
431
Allworth Financial
California
$72.9M +$16.1M +27,256 +30%
1832 Asset Management
432
1832 Asset Management
Ontario, Canada
$72.7M +$3.71M +6,263 +5%
CAG
433
Crestwood Advisors Group
Massachusetts
$72.5M +$8.97M +15,147 +14%
WA
434
Wealth Architects
California
$72.4M -$845K -1,428 -1%
FA
435
Fiducient Advisors
Illinois
$72.2M -$9.18M -15,511 -11%
ACM
436
Advisors Capital Management
New Jersey
$72M +$8.05M +13,604 +13%
BF
437
BOK Financial
Oklahoma
$71.8M +$1.3M +2,200 +2%
NEPPG
438
New England Professional Planning Group
Rhode Island
$71.7M -$297K -502 -0.4%
CC
439
Courier Capital
New York
$71.5M -$15.3M -25,830 -18%
CSWG
440
Cardinal Strategic Wealth Guidance
Kentucky
$71.2M -$2.3M -3,880 -3%
SQA
441
Simon Quick Advisors
New Jersey
$71.1M +$5.58M +9,434 +8%
IC
442
IEQ Capital
California
$70.6M +$2.05M +3,468 +3%
BRWA
443
B. Riley Wealth Advisors
Florida
$70.5M -$50.7M -85,654 -42%
SIG
444
Stonegate Investment Group
Alabama
$70.2M +$4.04M +6,817 +6%
BL
445
Balentine LLC
Georgia
$69.9M +$1.3M +2,195 +2%
BAAM
446
Baker Avenue Asset Management
California
$69.9M +$5.75M +9,709 +9%
BFPW
447
BOK Financial Private Wealth
Colorado
$69.8M -$1.56M -2,641 -2%
LPAM
448
Lodestar Private Asset Management
California
$69.7M +$2.11M +3,569 +3%
CA
449
Centerpoint Advisors
Massachusetts
$69.6M -$1.94M -3,271 -3%
HFA
450
High Falls Advisors
New York
$69.1M -$2.35M -3,967 -3%