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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
476
Vision Capital Management
Oregon
$78.7M -$5.24M -7,716 -6%
CNHF
477
Conrad N. Hilton Foundation
California
$78.3M
WBG
478
Wharton Business Group
Pennsylvania
$77.9M +$788K +1,160 +1%
CFC
479
Coyle Financial Counsel
Illinois
$77.6M +$4.18M +6,156 +6%
DWM
480
Destination Wealth Management
California
$77.6M -$3.61M -5,311 -4%
KPWG
481
KFA Private Wealth Group
Virginia
$76.4M +$10.3M +15,128 +16%
HIG
482
Heritage Investment Group
Florida
$76.1M +$1.77M +2,610 +2%
HWM
483
HighMark Wealth Management
Minnesota
$75.6M +$769K +1,132 +1%
BFPW
484
BOK Financial Private Wealth
Colorado
$75.5M -$259K -382 -0.3%
MMA
485
Miracle Mile Advisors
California
$75M -$2M -2,947 -3%
BOC
486
Bull Oak Capital
California
$74.7M +$686K +1,010 +0.9%
NWP
487
NerdWallet Wealth Partners
New York
$74.6M +$6.76M +9,962 +10%
SMC
488
Smith, Moore & Co
Missouri
$74M +$11.5K +17 +0%
MB
489
MidFirst Bank
Oklahoma
$73.9M +$73.3M +107,929 New
IF
490
Ironwood Financial
Arizona
$73.8M -$997K -1,468 -1%
FFN
491
Focus Financial Network
Minnesota
$72.8M +$380K +559 +0.5%
WFPG
492
Waller Financial Planning Group
Ohio
$72.6M +$18M +26,466 +33%
KIM
493
Karpus Investment Management
New York
$72.5M -$12.9M -19,070 -15%
KPWS
494
Kestra Private Wealth Services
Texas
$72.5M +$757K +1,115 +1%
BWA
495
Beam Wealth Advisors
Louisiana
$72.4M +$987K +1,454 +1%
PP
496
Passaic Partners
New Jersey
$72.4M -$53.6K -79 -0.1%
OC
497
Oppenheimer & Co
New York
$72.4M -$9.83M -14,478 -12%
SPIA
498
Strategic Point Investment Advisors
Rhode Island
$72.2M +$2.95M +4,348 +4%
APCM
499
Alaska Permanent Capital Management
Alaska
$71.9M -$1.25M -1,845 -2%
SAM
500
Standpoint Asset Management
Arizona
$71.8M -$2.51M -3,700 -3%