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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
201
SFMG Wealth Advisors
Texas
$93.2M +$935K +2,110 +1%
TFM
202
TFC Financial Management
Massachusetts
$93.1M +$1.47M +3,311 +2%
SAM
203
Satovsky Asset Management
New York
$93M +$2.65M +5,976 +3%
RWM
204
Rezny Wealth Management
Florida
$91.2M -$2.34M -5,284 -2%
MFM
205
MD Financial Management
Ontario, Canada
$91M +$93.6M +211,121 New
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$89M +$7.4M +16,705 +9%
LGWM
207
Litman Gregory Wealth Management
California
$88.5M +$52.3M +117,985 +135%
PFM
208
Phillips Financial Management
Indiana
$87.5M +$4.18M +9,428 +5%
SSB
209
Sandy Spring Bank
Maryland
$87.1M +$297K +671 +0.3%
SPIA
210
Steward Partners Investment Advisory
New York
$86.8M +$1.74M +3,936 +2%
Chevy Chase Trust
211
Chevy Chase Trust
Maryland
$86.5M +$26.1M +58,847 +41%
AI
212
Atria Investments
North Carolina
$84.6M +$12.2M +27,453 +16%
CCFCSB
213
Cape Cod Five Cents Savings Bank
Massachusetts
$84.1M -$2.31M -5,206 -3%
RWM
214
RKL Wealth Management
Pennsylvania
$83.5M +$1.09M +2,455 +1%
ABTD
215
Arvest Bank Trust Division
Oklahoma
$82.9M -$64.7K -146 -0.1%
SIM
216
SSI Investment Management
California
$81.3M +$6.5M +14,673 +8%
SG
217
Swarthmore Group
Pennsylvania
$81M
HIH
218
HRS Investment Holdings
New York
$80.7M
DADC
219
D.A. Davidson & Co
Montana
$79.1M +$5.09M +11,492 +7%
GSAM
220
Grant Street Asset Management
Pennsylvania
$78.6M +$13M +29,379 +19%
TCM
221
Twele Capital Management
Minnesota
$78M +$17.2M +38,879 +27%
SWP
222
Stratos Wealth Partners
Ohio
$77.8M +$11.3M +25,504 +16%
PCIG
223
Partners Capital Investment Group
Massachusetts
$76.3M +$1.6M +3,602 +2%
BCI
224
Brinker Capital Investments
Pennsylvania
$76M
BDF
225
Balasa Dinverno & Foltz
$72.4M -$2.11M -4,766 -3%