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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
176
Heritage Wealth Advisors
Virginia
$52.8M -$986K -3,764 -2%
UBS AM
177
UBS AM
Illinois
$52.2M +$108K +411 +0.2%
MFS
178
McNamara Financial Services
Massachusetts
$52M -$714K -2,728 -1%
Northern Trust
179
Northern Trust
Illinois
$51.8M -$48.7K -186 -0.1%
FMWA
180
Forvis Mazars Wealth Advisors
Missouri
$50.1M -$927K -3,540 -2%
Baird Financial Group
181
Baird Financial Group
Wisconsin
$49.3M +$2.25M +8,600 +5%
GC
182
Gilbert & Cook
Iowa
$48.7M +$793K +3,028 +2%
GWM
183
Geneos Wealth Management
Colorado
$48.7M +$6.91M +26,385 +17%
WA
184
Wealth Architects
California
$48.6M -$952K -3,637 -2%
MB
185
Mizuho Bank
Japan
$48.4M
GT
186
Glenview Trust
Kentucky
$48.1M -$71.5K -273 -0.2%
CIM
187
CIM Investment Management
Pennsylvania
$47.9M +$3.54M +13,536 +8%
FA
188
Fiducient Advisors
Illinois
$47M +$45.8M +174,743 New
ONB
189
Old National Bancorp
Indiana
$46.8M +$9.36M +35,726 +26%
WAM
190
Watermark Asset Management
California
$45.8M -$2.09M -7,982 -4%
HFBOT
191
Home Federal Bank of Tennessee
Tennessee
$45.7M +$58.9K +225 +0.1%
MWAC
192
Mariner Wealth Advisors (Cincinnati)
Ohio
$45.1M +$1.18M +4,489 +3%
CPO
193
Cerity Partners OCIO
New York
$44.7M -$179K -682 -0.4%
TLIC
194
Taiyo Life Insurance Company
Japan
$44.6M +$43.5M +166,000 New
CC
195
Courier Capital
New York
$44.6M +$57.4K +219 +0.1%
DADC
196
D.A. Davidson & Co
Montana
$44.3M +$1.53M +5,857 +4%
FWCM
197
Ferguson Wellman Capital Management
Oregon
$44M -$2.07M -7,888 -5%
BOH
198
Bank of Hawaii
Hawaii
$44M -$3.72M -14,210 -8%
JWM
199
Jackson Wealth Management
Florida
$43.7M -$24.2M -92,217 -37%
CWM
200
Cahaba Wealth Management
Georgia
$43.1M +$4.21M +16,077 +11%