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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
201
Forvis Mazars Wealth Advisors
Missouri
$54.1M +$1.66M +5,421 +3%
SPIA
202
Steward Partners Investment Advisory
New York
$53.6M +$7.27M +23,719 +13%
MW
203
Marcum Wealth
Ohio
$53M +$25.7M +83,859 +69%
HCA
204
Heck Capital Advisors
Wisconsin
$52.4M +$13.8M +44,897 +28%
BS
205
Banco Santander
Spain
$52.3M -$9.08M -29,633 -13%
TIM
206
Tortoise Investment Management
New York
$52.1M -$4M -13,046 -6%
LPT
207
Legacy Private Trust
Wisconsin
$51.9M +$11.3M +36,804 +22%
ETS
208
ESL Trust Services
New York
$51.7M +$658K +2,148 +1%
MB
209
Mizuho Bank
Japan
$51.7M +$61.3M +200,000 New
CFIA
210
Cantor Fitzgerald Investment Advisors
New York
$51.3M +$20.2M +65,849 +50%
BBHC
211
Brown Brothers Harriman & Co
New York
$51.2M +$16M +52,243 +36%
SS
212
Simplicity Solutions
Minnesota
$49.6M +$22.2M +72,384 +60%
WBG
213
Wharton Business Group
Pennsylvania
$49.2M +$236K +771 +0.4%
Mitsubishi UFJ Trust & Banking
214
Mitsubishi UFJ Trust & Banking
Japan
$49.2M -$31.6M -103,260 -35%
RTS
215
Round Table Services
New Jersey
$48.9M +$30.9M +100,912 +114%
GT
216
Glenmede Trust
Pennsylvania
$48.7M
SC
217
Stratford Consulting
Texas
$48.3M -$5.07M -16,538 -8%
MMI
218
Matson Money Inc
Ohio
$46.9M
FSWA
219
Financial Synergies Wealth Advisors
Texas
$46.8M -$380K -1,240 -0.7%
AA
220
ALPS Advisors
Colorado
$46.8M +$2.84M +9,267 +5%
PWA
221
Physician Wealth Advisors
Utah
$46.5M +$667K +2,177 +1%
HFBOT
222
Home Federal Bank of Tennessee
Tennessee
$46.4M +$785K +2,563 +1%
BAC
223
Boys Arnold & Co
North Carolina
$46.2M +$2.51M +8,196 +5%
CA
224
Cambridge Associates
Massachusetts
$46.2M -$1.85M -6,042 -4%
DWA
225
Divergent Wealth Advisors
Utah
$46.1M +$19.6M +63,813 +56%