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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
176
Tortoise Investment Management
New York
$7.64M +$7.69M +47,507 New
AW
177
ACG Wealth
Georgia
$7.58M +$7.63M +47,137 New
KIM
178
Karpus Investment Management
New York
$7.33M +$7.38M +45,568 New
SSB
179
Sandy Spring Bank
Maryland
$7.33M +$7.38M +45,549 New
H
180
Hexavest
Quebec, Canada
$7.32M +$7.37M +45,518 New
LS
181
Lattice Strategies
Pennsylvania
$7.17M +$7.22M +44,595 New
NFM
182
North Forty Management
Washington
$6.95M +$7M +43,200 New
FT
183
Fiduciary Trust
Massachusetts
$6.88M +$6.93M +42,774 New
HCMT
184
Highland Capital Management (Tennessee)
Tennessee
$6.62M +$6.67M +41,171 New
LGWM
185
Litman Gregory Wealth Management
California
$6.53M +$6.57M +40,599 New
RJFSA
186
Raymond James Financial Services Advisors
Florida
$6.44M +$6.48M +40,015 New
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
$6.39M +$6.43M +39,735 New
MCM
188
Maryland Capital Management
Maryland
$6.38M +$6.42M +39,656 New
BRWA
189
B. Riley Wealth Advisors
Florida
$6.32M +$6.36M +39,298 New
CCA
190
Cobblestone Capital Advisors
New York
$6.2M +$6.24M +38,560 New
RJA
191
Raymond James & Associates
Florida
$6.19M +$6.23M +38,479 New
TWA
192
TCI Wealth Advisors
Arizona
$6.12M +$6.16M +38,043 New
DWM
193
Destination Wealth Management
California
$6.08M +$6.12M +37,767 New
SI
194
SII Investments
Wisconsin
$5.99M +$6.02M +37,187 New
SIC
195
Salem Investment Counselors
North Carolina
$5.97M +$6.01M +37,114 New
Truist Financial
196
Truist Financial
North Carolina
$5.89M +$5.93M +36,633 New
NPC
197
National Planning Corporation
California
$5.84M +$5.88M +36,334 New
QA
198
Quantitative Advantage
Minnesota
$5.77M +$5.81M +35,886 New
SHGA
199
Sand Hill Global Advisors
California
$5.59M +$5.63M +34,779 New
Natixis Advisors
200
Natixis Advisors
Massachusetts
$5.56M +$5.59M +34,549 New