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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
126
BSW Wealth Partners
Colorado
$34.7M +$2.69M +13,175 +8%
BA
127
Bridgewater Associates
Connecticut
$33.7M – – –
SIMM
128
Stillwater Investment Management (Minnesota)
Minnesota
$33.3M +$664K +3,253 +2%
SPC
129
Sigma Planning Corp
Michigan
$33.1M +$7.14M +34,961 +26%
Principal Financial Group
130
Principal Financial Group
Iowa
$32.8M -$733K -3,593 -2%
NAM
131
North American Management
Massachusetts
$32.1M +$34M +166,343 New
JWM
132
Jackson Wealth Management
Florida
$31.9M +$241K +1,181 +0.7%
WA
133
Wealth Architects
California
$31.9M -$934K -4,575 -3%
F
134
FutureAdvisor
California
$31.4M +$5.24M +25,687 +19%
GH
135
GAM Holding
Switzerland
$31.3M -$1.51M -7,384 -4%
NA
136
Nottingham Advisors
New York
$30.5M -$1.68M -8,250 -5%
DADC
137
D.A. Davidson & Co
Montana
$30.4M -$48.8K -239 -0.2%
GC
138
Grimes & Company
Massachusetts
$30.1M +$399K +1,954 +1%
HWA
139
Heritage Wealth Advisors
Virginia
$30M +$1.2M +5,879 +4%
SLF
140
Sun Life Financial
Ontario, Canada
$30M – – –
CC
141
Courier Capital
New York
$29.8M +$232K +1,135 +0.7%
GI
142
Gradient Investments
Minnesota
$29.5M +$838K +4,104 +3%
CWA
143
Constellation Wealth Advisors
New York
$29.5M +$461K +2,257 +1%
PFM
144
Phillips Financial Management
Indiana
$29.3M +$90.2K +442 +0.3%
CI
145
Conning Inc
Connecticut
$28.9M +$157K +770 +0.5%
MA
146
MUFG Americas
New York
$28M -$2M -9,814 -6%
HNB
147
Huntington National Bank
Ohio
$27.8M – – –
CB
148
Community Bank
New York
$26.8M -$2.04M -10,000 -7%
FA
149
FDx Advisors
Illinois
$26.3M +$16.6M +81,092 +146%
VFP
150
Verus Financial Partners
Virginia
$26.3M +$90.4K +443 +0.3%