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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
151
Sigma Planning Corp
Michigan
$83.6M +$1.6M +5,434 +2%
GC
152
Gilbert & Cook
Iowa
$83.5M +$1.25M +4,262 +2%
AWC
153
Abundance Wealth Counselors
Pennsylvania
$81.3M -$18.1M -61,618 -19%
WT
154
Whittier Trust
California
$80.9M -$4.83M -16,436 -6%
EWF
155
Epstein & White Financial
California
$78.8M +$6.41M +21,830 +9%
CAN
156
Cetera Advisor Networks
California
$77.8M -$17.7M -60,373 -19%
GFP
157
Gryphon Financial Partners
Ohio
$77.2M +$3.24M +11,022 +5%
SC
158
Soundwatch Capital
Connecticut
$75.9M +$1.27M +4,312 +1%
William Blair & Company
159
William Blair & Company
Illinois
$75.2M -$3.43M -11,667 -5%
RI
160
RPTC Inc
Wyoming
$73.6M +$4.23M +14,418 +6%
VC
161
Vicus Capital
Pennsylvania
$73.4M -$3.04M -10,347 -4%
BFPW
162
BOK Financial Private Wealth
Colorado
$73.1M -$14.4M -49,046 -17%
RWM
163
Ritholtz Wealth Management
New York
$72.7M +$68.3M +232,730 +11,109%
AIA
164
Ally Invest Advisors
North Carolina
$72.3M +$2.88M +9,809 +4%
GT
165
Glenview Trust
Kentucky
$71.5M +$1.29M +4,391 +2%
HCA
166
Heck Capital Advisors
Wisconsin
$71.5M +$8.28M +28,203 +14%
RWM
167
Rezny Wealth Management
Florida
$71.2M +$2.2M +7,490 +3%
NA
168
NewEdge Advisors
Louisiana
$71M -$6.78M -23,106 -9%
CB
169
Commerce Bank
Missouri
$70.9M +$4.33M +14,762 +7%
SIM
170
SSI Investment Management
California
$70.5M -$1.87M -6,363 -3%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$70.4M -$4.91M -16,722 -7%
MFS
172
McNamara Financial Services
Massachusetts
$70.4M -$373K -1,270 -0.6%
PFO
173
Pathstone Family Office
New Jersey
$70.3M -$5.24M -17,863 -7%
BSB
174
Bangor Savings Bank
Maine
$70.2M -$2.53M -8,605 -4%
OPS
175
Orion Portfolio Solutions
Nebraska
$70.2M -$53.9M -183,676 -45%