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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
426
Modern Wealth Management
Kansas
$74.5M +$35M +60,950 +103%
KPWS
427
Kestra Private Wealth Services
Texas
$74.4M +$15.6M +27,217 +29%
AWM
428
Avior Wealth Management
Nebraska
$74.2M +$38.5K +67 +0.1%
GSAM
429
Grant Street Asset Management
Pennsylvania
$73.9M -$55.7K -97 -0.1%
WA
430
Wealth Architects
California
$73.9M +$544K +948 +0.8%
ETS
431
ESL Trust Services
New York
$73.7M +$1.85M +3,222 +3%
DWM
432
Destination Wealth Management
California
$73.3M -$4.4M -7,663 -6%
APCM
433
Alaska Permanent Capital Management
Alaska
$72.8M +$3.82M +6,656 +6%
MWM
434
Mascoma Wealth Management
New Hampshire
$72.1M +$1.72M +2,992 +3%
AFG
435
Atomi Financial Group
New York
$72.1M +$2.49M +4,344 +4%
JWCA
436
J.W. Cole Advisors
Florida
$72M +$26.5M +46,204 +66%
GF
437
Gries Financial
Ohio
$71.8M +$225K +392 +0.3%
Arrowstreet Capital
438
Arrowstreet Capital
Massachusetts
$71.8M -$11.8M -20,580 -15%
FPGK
439
Financial Partners Group (Kansas)
Kansas
$71.6M +$1.65M +2,873 +3%
WDL
440
Well Done LLC
Michigan
$71.2M +$1.06M +1,852 +2%
Deutsche Bank
441
Deutsche Bank
Germany
$70.8M -$1.74M -3,032 -3%
AIP
442
Ameritas Investment Partners
Nebraska
$70.4M +$1.91M +3,333 +3%
CIBC World Market
443
CIBC World Market
Ontario, Canada
$70.3M -$5.98M -10,412 -8%
SQA
444
Simon Quick Advisors
New Jersey
$70.2M +$184K +321 +0.3%
WBG
445
Wharton Business Group
Pennsylvania
$70.1M +$10.4M +18,195 +19%
SC
446
Savant Capital
Illinois
$69.9M +$2.61M +4,541 +4%
RIA
447
Regal Investment Advisors
Michigan
$69.9M -$10.5M -18,230 -14%
BFPW
448
BOK Financial Private Wealth
Colorado
$69.5M -$2.7M -4,705 -4%
MCM
449
MV Capital Management
Maryland
$68.5M -$3.9M -6,791 -6%
AF
450
Advisornet Financial
Minnesota
$68.4M +$20M +34,917 +46%