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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$60.6M +$6.53M +21,313 +10%
SIM
177
SSI Investment Management
California
$60.4M -$8.42M -27,483 -11%
EWF
178
Epstein & White Financial
California
$60.1M +$2.87M +9,372 +4%
GWM
179
Geneos Wealth Management
Colorado
$60M +$8.31M +27,124 +13%
MFS
180
McNamara Financial Services
Massachusetts
$59.1M +$11.8M +38,388 +20%
BAAM
181
Baker Avenue Asset Management
California
$59M -$3.86M -12,606 -5%
CCFCSB
182
Cape Cod Five Cents Savings Bank
Massachusetts
$59M +$825K +2,692 +1%
GT
183
Glenview Trust
Kentucky
$58.5M +$812K +2,650 +1%
LGWM
184
Litman Gregory Wealth Management
California
$58.3M +$20.4M +66,610 +42%
AIA
185
Ally Invest Advisors
North Carolina
$57.8M +$10.4M +33,956 +18%
AII
186
AGF Investments Inc
Ontario, Canada
$57.7M +$582K +1,898 +0.9%
RI
187
RPTC Inc
Wyoming
$57.7M +$313K +1,020 +0.5%
FWM
188
FFT Wealth Management
Pennsylvania
$57.7M +$37.4M +122,148 +121%
TCM
189
Twele Capital Management
Minnesota
$56.4M +$16.3M +53,079 +32%
OEP
190
Ocean Endowment Partners
Illinois
$56.3M -$4.88M -15,931 -7%
SSB
191
Sandy Spring Bank
Maryland
$56.2M +$389K +1,271 +0.6%
SIMM
192
Stillwater Investment Management (Minnesota)
Minnesota
$55.8M +$1.23M +4,011 +2%
BMCM
193
Bryn Mawr Capital Management
Pennsylvania
$55.6M +$35.7M +116,603 +118%
FNBOH
194
First National Bank of Hutchinson
Kansas
$55.5M -$1.79M -5,850 -3%
CB
195
Commerce Bank
Missouri
$55.3M +$4.83M +15,775 +8%
FTIOP
196
Fiduciary Trust International of Pennsylvania
Pennsylvania
$55.1M +$65.4M +213,371 New
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$54.7M +$4.98M +16,250 +8%
BDF
198
Balasa Dinverno & Foltz
$54.7M +$1.16M +3,782 +2%
BOH
199
Bank of Hawaii
Hawaii
$54.6M -$3.76M -12,261 -5%
BWP
200
BSW Wealth Partners
Colorado
$54.4M +$3.57M +11,640 +6%