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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIRP
601
Shelter Insurance Retirement Plan
Missouri
$52.3M
HR
602
Howe & Rusling
New York
$52.3M -$742K -1,087 -1%
EWM
603
Evercore Wealth Management
New York
$52.2M +$909K +1,331 +2%
ICMARC
604
International City Management Association Retirement Corp
District of Columbia
$52.1M
CWG
605
Cornerstone Wealth Group
North Carolina
$51.2M -$836K -1,225 -2%
WWM
606
Waterway Wealth Management
Texas
$51.2M -$2.32M -3,404 -2%
RA
607
Riverstone Advisors
Texas
$51.1M -$4.17M -6,104 -7%
SIA
608
SkyView Investment Advisors
New Jersey
$51.1M +$12.3K +18 +0%
CWWM
609
Clear Wave Wealth Management
New Jersey
$50.8M +$53.1M +77,825 New
SWM
610
SigFig Wealth Management
California
$50.6M +$6.14M +8,997 +13%
SFFS
611
Stonehage Fleming Financial Services
Jersey
$50.5M +$30.7M +44,938 +139%
SIM
612
Stratos Investment Management
Ohio
$50.5M +$408K +598 +0.8%
MG
613
Mather Group
Illinois
$50.4M +$3.7M +5,422 +8%
PGFC
614
Peapack-Gladstone Financial Corp
New Jersey
$50.1M +$1.51M +2,207 +3%
HPM
615
Hoxton Planning & Management
West Virginia
$50M +$1.96M +2,870 +4%
FFA
616
Fi3 Financial Advisors
Indiana
$50M +$6.04M +8,844 +13%
AWA
617
Acumen Wealth Advisors
Tennessee
$49.9M +$2.7M +3,955 +5%
SCA
618
Stonebridge Capital Advisors
Minnesota
$49.8M +$454K +665 +0.9%
NWA
619
New World Advisors
Massachusetts
$49.7M -$7.85M -11,498 -13%
WPW
620
Watershed Private Wealth
Illinois
$49.6M +$5.96M +8,733 +13%
NOI
621
Newton One Investments
Delaware
$49.2M -$765K -1,121 -1%
SWA
622
Serenus Wealth Advisors
California
$49.2M -$2.32M -3,402 -4%
WFAG
623
Wescott Financial Advisory Group
Pennsylvania
$49.1M +$2.9M +4,254 +6%
RhumbLine Advisers
624
RhumbLine Advisers
Massachusetts
$48.8M -$2.43M -3,553 -5%
SFMG
625
Sage Financial Management Group
Virginia
$48.8M -$387K -567 -0.8%