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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MTC
876
Matrix Trust Company
Colorado
$33.6M +$202K +277 +0.6%
CGPCS
877
Capital Group Private Client Services
California
$33.5M -$5.43M -7,462 -14%
YWM
878
Yukon Wealth Management
Kansas
$33.3M +$5.28M +7,257 +19%
DT
879
Diversified Trust
Tennessee
$33.3M +$1.05M +1,436 +3%
HCM
880
Hicks Capital Management
Ohio
$33.3M +$49.5K +68 +0.2%
CFO
881
Custos Family Office
Texas
$33.3M +$18.9K +26 +0.1%
CAAM
882
Cornerstone Advisors Asset Management
Pennsylvania
$33.2M -$243K -334 -0.7%
FG
883
Fairman Group
Pennsylvania
$33M -$67.7K -93 -0.2%
GBT
884
Grove Bank & Trust
Florida
$33M -$360K -495 -1%
MNBTD
885
Moody National Bank Trust Division
Texas
$32.9M – – –
CAM
886
Cobblestone Asset Management
Virginia
$32.9M +$11.3M +15,488 +54%
FLP
887
Financial Life Planners
Arizona
$32.9M +$1.3M +1,786 +4%
SCM
888
Sunbeam Capital Management
Georgia
$32.8M +$3.97M +5,454 +14%
ERWM
889
Elk River Wealth Management
Colorado
$32.8M -$4.27M -5,867 -12%
AIM
890
Archer Investment Management
Texas
$32.8M +$17.2M +23,653 +118%
NGA
891
Naples Global Advisors
Florida
$32.7M +$417K +572 +1%
CFGF
892
Compass Financial Group (Florida)
Florida
$32.6M -$1.81M -2,484 -5%
VCM
893
Verger Capital Management
North Carolina
$32.5M -$1.49M -2,048 -5%
SVWG
894
Shared Vision Wealth Group
United States
$32.5M +$6.47M +8,880 +26%
PAMG
895
Patton Albertson Miller Group
Tennessee
$32.4M -$873K -1,199 -3%
QCM
896
QRG Capital Management
Illinois
$32.1M +$20.4M +27,980 +188%
AWM
897
Abound Wealth Management
Tennessee
$32M +$861K +1,183 +3%
FPW
898
Fairvoy Private Wealth
Alabama
$32M +$13M +17,914 +72%
Nuveen
899
Nuveen
North Carolina
$31.9M +$24.4M +33,479 +367%
EL
900
EQ LLC
Washington
$31.9M +$12.5M +17,152 +68%