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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
201
Tortoise Investment Management
New York
$59.7M -$2.55M -8,692 -4%
BDF
202
Balasa Dinverno & Foltz
$59.4M -$5.83M -19,852 -9%
WBG
203
Wharton Business Group
Pennsylvania
$59M +$10.3K +35 +0%
RTS
204
Round Table Services
New Jersey
$59M +$327K +1,113 +0.6%
SG
205
Swarthmore Group
Pennsylvania
$58.9M +$52.7M +179,425 +1,685%
RWM
206
RKL Wealth Management
Pennsylvania
$58.8M +$7.88M +26,839 +16%
MW
207
Marcum Wealth
Ohio
$58.1M -$5.18M -17,634 -9%
USAA
208
United Services Automobile Association
Texas
$57.7M -$463M -1,575,781 -90%
PFM
209
Phillips Financial Management
Indiana
$57.1M -$311K -1,060 -0.6%
FSWA
210
Financial Synergies Wealth Advisors
Texas
$57M +$833K +2,837 +2%
MMI
211
Matson Money Inc
Ohio
$56.9M +$686K +2,337 +1%
BMCM
212
Bryn Mawr Capital Management
Pennsylvania
$56.8M -$9.31M -31,706 -15%
Mackenzie Financial
213
Mackenzie Financial
Ontario, Canada
$55.8M +$29.1M +99,200 +123%
BBHC
214
Brown Brothers Harriman & Co
New York
$55.8M -$5.3M -18,047 -9%
OEP
215
Ocean Endowment Partners
Illinois
$55.5M -$896K -3,052 -1%
AA
216
ALPS Advisors
Colorado
$55M -$1.05M -3,580 -2%
FNBOH
217
First National Bank of Hutchinson
Kansas
$54.4M -$11.5M -39,148 -18%
ANTB
218
AMG National Trust Bank
Colorado
$53.1M +$49.4M +168,406 +5,678%
FCB
219
First Command Bank
Texas
$53M +$31.3M +106,640 +165%
FCFS
220
First Command Financial Services
Texas
$53M +$31.3M +106,640 +165%
CC
221
Courier Capital
New York
$52.9M +$230K +782 +0.5%
CFG
222
Citizens Financial Group
Rhode Island
$52.6M +$232K +789 +0.5%
PWA
223
Physician Wealth Advisors
Utah
$52.5M -$2.92M -9,931 -6%
SWP
224
Stratos Wealth Partners
Ohio
$52.5M +$16.7M +56,731 +50%
DWM
225
Destination Wealth Management
California
$52.3M -$37.7M -128,393 -43%