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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
526
Marino Stram & Associates
Massachusetts
$44.3M +$46.3K +88 +0.1%
CWM
527
Cranbrook Wealth Management
Michigan
$44.3M +$1.74M +3,303 +4%
HCM
528
Hollencrest Capital Management
California
$44.1M -$405K -770 -0.9%
BFA
529
Bluestem Financial Advisors
Illinois
$44M -$1.53M -2,919 -4%
WI
530
Wintrust Investments
Illinois
$44M +$1.45M +2,760 +4%
SIRP
531
Shelter Insurance Retirement Plan
Missouri
$43.8M
EWA
532
EP Wealth Advisors
California
$43.8M +$358K +680 +0.9%
GIA
533
Gladstone Institutional Advisory
Florida
$43.7M +$492K +935 +1%
ICMARC
534
International City Management Association Retirement Corp
District of Columbia
$43.6M +$8.78M +16,700 +27%
CWM
535
Cornerstone Wealth Management
Missouri
$43.3M -$588K -1,119 -1%
SIA
536
SkyView Investment Advisors
New Jersey
$43.2M +$618K +1,176 +2%
P3I
537
Progeny 3 Inc
Washington
$43.1M
MSA
538
McAlister Sweet & Associates
Texas
$43.1M +$890K +1,692 +2%
Allianz Asset Management
539
Allianz Asset Management
Germany
$43M
CIAS
540
CFS Investment Advisory Services
New Jersey
$43M +$41.4M +78,672 New
CFO
541
Custos Family Office
Texas
$43M +$445K +846 +1%
KTA
542
Keeley-Teton Advisors
Illinois
$42.8M -$373K -709 -0.9%
RJT
543
Raymond James Trust
Florida
$42.7M +$2.34M +4,448 +6%
FCI
544
Financial Counselors Inc
Kansas
$42.7M +$1.48M +2,816 +4%
KFA
545
Kelleher Financial Advisors
New York
$42.7M +$1.52M +2,896 +4%
GPA
546
Guidance Point Advisors
Massachusetts
$42.7M -$792K -1,506 -2%
LLWM
547
Life Line Wealth Management
California
$42.7M -$10.6M -20,221 -21%
WPW
548
Watershed Private Wealth
Illinois
$42.6M -$2.44M -4,647 -6%
SCM
549
Spreng Capital Management
Ohio
$42.6M +$1.21M +2,296 +3%
SAM
550
Securian Asset Management
Minnesota
$42.3M