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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPP
201
Single Point Partners
Massachusetts
$93.9M +$7.14M +17,040 +8%
RWM
202
Rezny Wealth Management
Florida
$93.3M +$2.19M +5,237 +2%
CFG
203
Citizens Financial Group
Rhode Island
$92.2M -$1.27M -3,026 -1%
SWA
204
SFMG Wealth Advisors
Texas
$92.1M +$4.44M +10,607 +5%
LPT
205
Legacy Private Trust
Wisconsin
$91.6M -$65.3K -156 -0.1%
TFM
206
TFC Financial Management
Massachusetts
$91.5M +$865K +2,065 +1%
SAM
207
Satovsky Asset Management
New York
$90.4M +$3.84M +9,161 +5%
LGWM
208
Litman Gregory Wealth Management
California
$87.4M -$52.5M -125,274 -59%
SSB
209
Sandy Spring Bank
Maryland
$86.6M -$1.34M -3,196 -2%
CCFCSB
210
Cape Cod Five Cents Savings Bank
Massachusetts
$86.2M -$2.68M -6,399 -3%
CI
211
Conning Inc
Connecticut
$86M +$41M +97,879 +96%
SPIA
212
Steward Partners Investment Advisory
New York
$85M -$2.63M -6,269 -3%
MFW
213
Meristem Family Wealth
Minnesota
$84.5M +$19.9M +47,434 +32%
PFM
214
Phillips Financial Management
Indiana
$83.3M +$2.96M +7,061 +4%
ABTD
215
Arvest Bank Trust Division
Oklahoma
$82.8M +$2.33M +5,563 +3%
RWM
216
RKL Wealth Management
Pennsylvania
$82.3M -$795K -1,898 -1%
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$81.7M +$20.9M +49,918 +36%
WBG
218
Wharton Business Group
Pennsylvania
$81.5M -$25.1K -60 -0%
SG
219
Swarthmore Group
Pennsylvania
$81M -$1.78M -4,250 -2%
HIH
220
HRS Investment Holdings
New York
$80.5M
MA
221
Montag & Associates
Georgia
$78.6M +$15.7M +37,361 +26%
BCI
222
Brinker Capital Investments
Pennsylvania
$76M -$3.44M -8,221 -4%
SIM
223
SSI Investment Management
California
$74.8M +$3.19M +7,611 +5%
PCIG
224
Partners Capital Investment Group
Massachusetts
$74.6M -$45.5M -108,603 -39%
BDF
225
Balasa Dinverno & Foltz
$74.3M -$2.8M -6,679 -4%