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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Modera Wealth Management
New Jersey
$15.8M -$686K -3,852 -4%
FFS
152
Founders Financial Securities
Maryland
$15.8M +$15.1M +85,009 New
MFS
153
Monetta Financial Services
Illinois
$15.8M +$4.45M +25,000 +42%
AIM
154
Acropolis Investment Management
Missouri
$15.7M -$2.73M -15,312 -15%
CB
155
Commerce Bank
Missouri
$15.7M +$1.15M +6,449 +8%
B
156
Baird
Wisconsin
$15.5M -$182K -1,024 -1%
Ameriprise
157
Ameriprise
Minnesota
$15.1M +$1.51M +8,478 +12%
RJFSA
158
Raymond James Financial Services Advisors
Florida
$15M +$680K +3,819 +5%
HWA
159
Heritage Wealth Advisors
Virginia
$14.9M +$14.3M +80,301 New
MWP
160
Moller Wealth Partners
$14.8M +$894K +5,021 +7%
BAC
161
Boys Arnold & Co
North Carolina
$14.6M +$498K +2,795 +4%
SFSIG
162
San Francisco Sentry Investment Group
California
$14.3M +$11M +62,038 +410%
Allianz Asset Management
163
Allianz Asset Management
Germany
$13.8M +$13.2M +74,318 New
FHB
164
First Hawaiian Bank
Hawaii
$13.6M -$5.87K -33 -0%
Fidelity Investments
165
Fidelity Investments
Massachusetts
$13.6M +$2.92M +16,410 +29%
RJA
166
Raymond James & Associates
Florida
$13.3M +$6.05M +34,010 +90%
CWM
167
Concert Wealth Management
California
$13.2M +$10.7M +59,896 +545%
AI
168
Atria Investments
North Carolina
$12.8M +$5.04M +28,291 +69%
GI
169
Gradient Investments
Minnesota
$12.7M +$533K +2,994 +5%
LPT
170
Legacy Private Trust
Wisconsin
$12.5M -$5.23M -29,354 -30%
AIA
171
Alerus Investment Advisors
Minnesota
$12.2M +$2.62M +14,713 +28%
TIM
172
Tortoise Investment Management
New York
$12.2M +$2.13M +11,964 +22%
Invesco
173
Invesco
Georgia
$12.2M -$212K -1,190 -2%
AW
174
ACG Wealth
Georgia
$12.1M +$883K +4,962 +8%
BJL
175
Brighton Jones LLC
Washington
$12M -$392K -2,203 -3%