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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMN
626
Financial Management Network
California
$20.5M +$1.25M +2,791 +7%
IC
627
IEQ Capital
California
$20.5M +$79.6K +178 +0.4%
OGF
628
Orin Green Financial
California
$20.4M +$636K +1,423 +3%
ERWM
629
Elk River Wealth Management
Colorado
$20.4M +$1.74M +3,896 +9%
SS
630
Simplicity Solutions
Minnesota
$20.4M +$13.1M +29,186 +186%
AIA
631
Avalon Investment & Advisory
Texas
$20.2M +$6.94M +15,523 +53%
BBHBI
632
B, B, H, & B Inc
Alabama
$20M -$1.6M -3,587 -8%
SIA
633
Soltis Investment Advisors
Utah
$20M -$4.84M -10,822 -20%
IFA
634
Interactive Financial Advisors
Illinois
$19.9M -$2.15M -4,813 -10%
PPW
635
PACK Private Wealth
Minnesota
$19.7M +$572K +1,280 +3%
SC
636
Sierra Capital
Florida
$19.7M -$127K -283 -0.6%
WJA
637
Willis Johnson & Associates
Texas
$19.6M -$306K -685 -2%
IIC
638
Integrated Investment Consultants
Michigan
$19.6M -$44.3K -99 -0.2%
RCAG
639
Rehmann Capital Advisory Group
Michigan
$19.6M +$708K +1,582 +4%
AFG
640
Arkansas Financial Group
Arkansas
$19.6M -$402K -898 -2%
Neuberger Berman Group
641
Neuberger Berman Group
New York
$19.5M -$1.72M -3,840 -8%
SC
642
Scotia Capital
Ontario, Canada
$19.5M -$1.45M -3,253 -7%
PCG
643
Prosperity Consulting Group
Maryland
$19.5M -$928K -2,074 -5%
BFA
644
BMS Financial Advisors
South Dakota
$19.5M -$7.17M -16,028 -27%
MWM
645
Modera Wealth Management
New Jersey
$19.4M +$1.61M +3,596 +9%
IWM
646
IHT Wealth Management
Illinois
$19.3M -$1.38M -3,090 -7%
MPW
647
MA Private Wealth
California
$19.3M +$1.07M +2,396 +6%
WWM
648
Windsor Wealth Management
Indiana
$19.3M -$538K -1,202 -3%
BWCS
649
Beirne Wealth Consulting Services
Connecticut
$19.3M +$81.4K +182 +0.4%
NFG
650
Nations Financial Group
Iowa
$19.2M -$214K -479 -1%