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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$81.1M -$105K -270 -0.1%
SWA
202
SFMG Wealth Advisors
Texas
$81M +$23.3M +60,122 +42%
SPP
203
Single Point Partners
Massachusetts
$81M +$22.7M +58,743 +41%
Mitsubishi UFJ Trust & Banking
204
Mitsubishi UFJ Trust & Banking
Japan
$80.7M -$23.3M -60,260 -23%
SAM
205
Satovsky Asset Management
New York
$79.9M +$2.52M +6,500 +3%
CFIA
206
Cantor Fitzgerald Investment Advisors
New York
$78.9M -$220K -567 -0.3%
GSAM
207
Grant Street Asset Management
Pennsylvania
$78.9M -$371K -958 -0.5%
FCB
208
First Command Bank
Texas
$78.3M +$3.66M +9,458 +5%
FCFS
209
First Command Financial Services
Texas
$78.3M +$3.66M +9,458 +5%
CIM
210
CIM Investment Management
Pennsylvania
$77.1M +$651K +1,681 +0.9%
RWM
211
RKL Wealth Management
Pennsylvania
$76.9M +$289K +747 +0.4%
SG
212
Swarthmore Group
Pennsylvania
$76.6M +$70.2M +181,201 +1,597%
BWM
213
Baystate Wealth Management
Massachusetts
$76.3M +$37.8M +97,553 +103%
WBG
214
Wharton Business Group
Pennsylvania
$75.5M -$103K -265 -0.1%
HIH
215
HRS Investment Holdings
New York
$74.5M
ABTD
216
Arvest Bank Trust Division
Oklahoma
$74.4M -$7.86M -20,308 -10%
BWP
217
BSW Wealth Partners
Colorado
$74.4M +$5.94M +15,339 +9%
PFM
218
Phillips Financial Management
Indiana
$74.3M +$1.85M +4,780 +3%
BCI
219
Brinker Capital Investments
Pennsylvania
$73.6M +$67.5M +174,456 +1,656%
AII
220
AGF Investments Inc
Ontario, Canada
$72M -$16M -41,358 -19%
BDF
221
Balasa Dinverno & Foltz
$71.4M -$1.98M -5,122 -3%
Chevy Chase Trust
222
Chevy Chase Trust
Maryland
$70.1M -$25.6M -66,075 -27%
BFPW
223
BOK Financial Private Wealth
Colorado
$67.9M -$2.43M -6,288 -4%
FMWA
224
Forvis Mazars Wealth Advisors
Missouri
$67.5M -$2.6M -6,704 -4%
BCM
225
Brookstone Capital Management
Illinois
$67.3M +$2.11M +5,460 +3%