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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
Wealth Architects
California
$35.5M +$607K +2,920 +2%
SIMM
127
Stillwater Investment Management (Minnesota)
Minnesota
$35M +$2.95M +14,191 +9%
Mirae Asset Global Investments
128
Mirae Asset Global Investments
South Korea
$34.9M +$4.01M +19,290 +13%
BWP
129
BSW Wealth Partners
Colorado
$34.6M +$23.4M +112,406 +208%
CB
130
Community Bank
New York
$33.5M -$8.11M -39,025 -20%
DADC
131
D.A. Davidson & Co
Montana
$32.8M -$1.46M -7,019 -4%
BAM
132
Baring Asset Management
United Kingdom
$32.4M +$32.1M +154,649 New
LTFS
133
Ladenburg Thalmann Financial Services
Florida
$32.4M -$3.28M -15,783 -9%
MA
134
MUFG Americas
New York
$32.4M +$403K +1,937 +1%
JWM
135
Jackson Wealth Management
Florida
$32.2M +$2.05M +9,886 +7%
CC
136
Courier Capital
New York
$31.8M +$94.4K +454 +0.3%
CWA
137
Constellation Wealth Advisors
New York
$31.8M -$140M -672,777 -81%
CI
138
Conning Inc
Connecticut
$31.1M
PFM
139
Phillips Financial Management
Indiana
$30.6M +$46.6K +224 +0.2%
FTIOP
140
Fiduciary Trust International of Pennsylvania
Pennsylvania
$30M -$789K -3,794 -3%
SPC
141
Sigma Planning Corp
Michigan
$30M +$4.56M +21,940 +18%
RJA
142
Raymond James & Associates
Florida
$29.7M -$892K -4,290 -3%
HWA
143
Heritage Wealth Advisors
Virginia
$29.1M +$4.46M +21,477 +18%
HFS
144
HL Financial Services
Kentucky
$29M -$4.29M -20,640 -13%
GI
145
Gradient Investments
Minnesota
$28.8M +$7.49M +36,036 +35%
WT
146
Whittier Trust
California
$28.4M +$2.92M +14,055 +11%
VFP
147
Verus Financial Partners
Virginia
$28.2M -$364K -1,751 -1%
JFA
148
JNBA Financial Advisors
Minnesota
$28.2M +$4.02M +19,320 +17%
HNB
149
Huntington National Bank
Ohio
$27.5M +$27.5M +132,173 New
BOCM
150
Bontempo Ohly Capital Management
Maryland
$27.4M -$957K -4,604 -3%