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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIG
451
Heritage Investment Group
Florida
$64M +$2.43M +4,113 +4%
MWM
452
Mascoma Wealth Management
New Hampshire
$63.6M +$5.74M +9,723 +9%
TA
453
Tectonic Advisors
Texas
$63.4M +$2.39M +4,046 +4%
LWA
454
Lineweaver Wealth Advisors
Ohio
$63.4M +$1.73M +2,929 +3%
SQA
455
Simon Quick Advisors
New Jersey
$63.3M -$4.75M -8,041 -7%
FPGK
456
Financial Partners Group (Kansas)
Kansas
$63.2M +$655K +1,110 +1%
AFG
457
Atomi Financial Group
New York
$62.8M +$8.88M +15,042 +16%
MWA
458
Meridian Wealth Advisors
Texas
$62.8M +$3.39M +5,746 +5%
KA
459
Kovack Advisors
Florida
$62.5M -$13M -22,014 -17%
APCM
460
Alaska Permanent Capital Management
Alaska
$62.1M -$10.5M -17,703 -14%
AIP
461
Ameritas Investment Partners
Nebraska
$61.9M +$1.1M +1,866 +2%
UW
462
Unique Wealth
Florida
$61.8M -$21.2M -35,819 -25%
HWM
463
HighMark Wealth Management
Minnesota
$61.5M -$89.2K -151 -0.1%
RA
464
Rational Advisors
New York
$61.4M +$4.73M +8,018 +8%
OC
465
Oppenheimer & Co
New York
$61.3M +$1.1M +1,869 +2%
SMC
466
Smith, Moore & Co
Missouri
$61M -$879K -1,488 -1%
SHIM
467
Stone House Investment Management
Pennsylvania
$61M +$4.09M +6,922 +7%
HA
468
Harfst & Associates
Wyoming
$60.8M +$1.65M +2,801 +3%
SC
469
Savant Capital
Illinois
$60.7M -$9.34M -15,812 -13%
CCB
470
Country Club Bank
Missouri
$60.6M +$3.79M +6,412 +6%
WSFS
471
Wilmington Savings Fund Society
Delaware
$60.1M +$507K +858 +0.8%
BHWM
472
Bar Harbor Wealth Management
New Hampshire
$60M -$755K -1,279 -1%
RhumbLine Advisers
473
RhumbLine Advisers
Massachusetts
$60M +$5.14M +8,712 +9%
HFA
474
High Falls Advisors
New York
$59.2M -$7.18M -12,155 -10%
KWM
475
Keebeck Wealth Management
Illinois
$59.1M +$2.16M +3,658 +4%