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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWC
526
MKD Wealth Coaches
Michigan
$53.5M +$322K +561 +0.7%
IFG
527
Independent Financial Group
California
$53.4M +$3.78M +6,584 +8%
CL
528
CLG LLC
California
$53.2M +$4.51M +7,850 +10%
MSA
529
Marino Stram & Associates
Massachusetts
$53.2M +$1.41M +2,464 +3%
RL
530
Rogco LP
Oklahoma
$53.1M -$465K -810 -0.9%
CWM
531
Cranbrook Wealth Management
Michigan
$52.9M +$2.93M +5,101 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
532
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$52.8M +$14.4M +25,000 +42%
UOMF
533
University of Massachusetts Foundation
Massachusetts
$52.7M +$1.16M +2,016 +2%
AWM
534
AAF Wealth Management
Massachusetts
$52.6M +$4.54M +7,905 +10%
HI
535
Harbour Investments
Wisconsin
$52.6M +$2.51M +4,364 +5%
GIA
536
Gladstone Institutional Advisory
Florida
$52.5M +$2.32M +4,037 +5%
Natixis Advisors
537
Natixis Advisors
Massachusetts
$52.5M +$11.1M +19,332 +30%
CMF
538
Counterpoint Mutual Funds
California
$52.4M +$48.4M +84,341 New
CCG
539
Cypress Capital Group
Florida
$52.2M -$2.38M -4,138 -5%
RA
540
Riverstone Advisors
Texas
$52.1M +$5.01M +8,720 +12%
NWA
541
New World Advisors
Massachusetts
$51.8M +$10.1M +17,677 +27%
SHGA
542
Sand Hill Global Advisors
California
$51.8M -$9.67M -16,843 -17%
GPA
543
Guidance Point Advisors
Massachusetts
$51.7M +$1.59M +2,764 +3%
AAM
544
Ackerman Asset Management
Maryland
$51.5M +$71.8K +125 +0.2%
KWM
545
Keebeck Wealth Management
Illinois
$51.4M -$12.8M -22,350 -21%
FG
546
Foster Group
Iowa
$51.4M +$2.1M +3,658 +5%
GC
547
Guggenheim Capital
Illinois
$51.2M +$23.2M +40,321 +96%
SIA
548
Sovereign Investment Advisors
Arizona
$51M +$6.13M +10,682 +15%
BWP
549
Bernardo Wealth Planning
Pennsylvania
$50.9M +$2.29M +3,990 +5%
LFP
550
Lakeshore Financial Planning
Michigan
$50.9M +$1.74M +3,038 +4%