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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
676
Clear Creek Financial Management
Washington
$14.8M +$639K +1,601 +4%
HR
677
Howe & Rusling
New York
$14.8M +$498K +1,247 +3%
MWM
678
Modera Wealth Management
New Jersey
$14.8M -$165K -413 -1%
Treasurer of the State of North Carolina
679
Treasurer of the State of North Carolina
North Carolina
$14.8M +$6.42M +16,082 +64%
RWMH
680
Riverpoint Wealth Management Holdings
Illinois
$14.8M -$25.2K -63 -0.2%
BWP
681
Bernardo Wealth Planning
Pennsylvania
$14.7M +$72.3K +181 +0.5%
BWCS
682
Beirne Wealth Consulting Services
Connecticut
$14.7M -$407K -1,019 -2%
CWA
683
Centennial Wealth Advisory
Michigan
$14.6M +$11.8M +29,525 +263%
WJA
684
Willis Johnson & Associates
Texas
$14.6M -$1.16M -2,913 -7%
SF
685
Summit Financial
New Jersey
$14.5M +$2.09M +5,234 +15%
HI
686
Human Investing
Oregon
$14.5M -$1.38M -3,458 -8%
NFG
687
Nations Financial Group
Iowa
$14.4M +$1.8M +4,518 +13%
PPWM
688
PFG Private Wealth Management
Florida
$14.4M +$7.97M +19,968 +99%
PGA
689
Portland Global Advisors
Maine
$14.4M +$500K +1,252 +3%
MFC
690
Morris Financial Concepts
South Carolina
$14.3M +$924K +2,314 +6%
SWA
691
Stratos Wealth Advisors
Ohio
$14.3M -$13.2M -33,027 -45%
EWM
692
Evermay Wealth Management
Virginia
$14.3M -$183K -458 -1%
KPW
693
Kore Private Wealth
New York
$14.2M +$206K +517 +1%
IC
694
Iconiq Capital
California
$14.2M +$33.1K +83 +0.2%
VC
695
Vestor Capital
Illinois
$14.2M +$323K +809 +2%
SIG
696
Stonegate Investment Group
Alabama
$14.1M – – –
TA
697
Tiedemann Advisors
New York
$14M -$2.26M -5,665 -13%
PFPT
698
Pinnacle Financial Partners (Tennessee)
Tennessee
$14M +$2.37M +5,939 +18%
FCI
699
Financial Counselors Inc
Kansas
$14M +$788K +1,974 +5%
PFM
700
Patton Fund Management
Texas
$13.8M +$9.02M +22,594 +142%