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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
626
Global Retirement Partners
California
$20.5M +$23.2M +51,892 New
FMN
627
Financial Management Network
California
$20.5M +$1.25M +2,791 +7%
IC
628
IEQ Capital
California
$20.5M +$79.6K +178 +0.4%
OGF
629
Orin Green Financial
California
$20.4M +$636K +1,423 +3%
ERWM
630
Elk River Wealth Management
Colorado
$20.4M +$1.74M +3,896 +9%
SS
631
Simplicity Solutions
Minnesota
$20.4M +$13.1M +29,186 +186%
AIA
632
Avalon Investment & Advisory
Texas
$20.2M +$6.94M +15,523 +53%
BBHBI
633
B, B, H, & B Inc
Alabama
$20M -$1.6M -3,587 -8%
SIA
634
Soltis Investment Advisors
Utah
$20M -$4.84M -10,822 -20%
IFA
635
Interactive Financial Advisors
Illinois
$19.9M -$2.15M -4,813 -10%
PPW
636
PACK Private Wealth
Minnesota
$19.7M +$572K +1,280 +3%
SC
637
Sierra Capital
Florida
$19.7M -$127K -283 -0.6%
WJA
638
Willis Johnson & Associates
Texas
$19.6M -$306K -685 -2%
IIC
639
Integrated Investment Consultants
Michigan
$19.6M -$44.3K -99 -0.2%
RCAG
640
Rehmann Capital Advisory Group
Michigan
$19.6M +$708K +1,582 +4%
AFG
641
Arkansas Financial Group
Arkansas
$19.6M -$402K -898 -2%
Neuberger Berman Group
642
Neuberger Berman Group
New York
$19.5M -$1.72M -3,840 -8%
SC
643
Scotia Capital
Ontario, Canada
$19.5M -$1.45M -3,253 -7%
PCG
644
Prosperity Consulting Group
Maryland
$19.5M -$928K -2,074 -5%
BFA
645
BMS Financial Advisors
South Dakota
$19.5M -$7.17M -16,028 -27%
MWM
646
Modera Wealth Management
New Jersey
$19.4M +$1.61M +3,596 +9%
IWM
647
IHT Wealth Management
Illinois
$19.3M -$1.38M -3,090 -7%
MPW
648
MA Private Wealth
California
$19.3M +$1.07M +2,396 +6%
WWM
649
Windsor Wealth Management
Indiana
$19.3M -$538K -1,202 -3%
BWCS
650
Beirne Wealth Consulting Services
Connecticut
$19.3M +$81.4K +182 +0.4%