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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
201
RWA Wealth Partners
Massachusetts
$114M +$33.7M +73,158 +44%
MFS
202
McNamara Financial Services
Massachusetts
$113M +$1.31M +2,845 +1%
SPP
203
Single Point Partners
Massachusetts
$113M +$109M +235,919 New
RI
204
RPTC Inc
Wyoming
$112M -$2.62M -5,682 -2%
SIRP
205
Shelter Insurance Retirement Plan
Missouri
$112M
PCIG
206
Partners Capital Investment Group
Massachusetts
$112M +$26.4M +57,359 +32%
AI
207
Atria Investments
North Carolina
$111M +$16.9M +36,775 +19%
BCM
208
Brookstone Capital Management
Illinois
$111M -$1.02M -2,218 -0.9%
MA
209
MUFG Americas
New York
$111M -$76.5K -166 -0.1%
CB
210
Commerce Bank
Missouri
$110M -$1.66M -3,600 -2%
SIMM
211
Stillwater Investment Management (Minnesota)
Minnesota
$110M +$1.5M +3,259 +1%
SWA
212
SFMG Wealth Advisors
Texas
$110M +$6.07M +13,162 +6%
FCFS
213
First Command Financial Services
Texas
$109M +$5.77M +12,524 +6%
VIA
214
Vantagepoint Investment Advisers
District of Columbia
$109M -$38M -82,480 -27%
FSWA
215
Financial Synergies Wealth Advisors
Texas
$108M -$1.36M -2,943 -1%
DGAM
216
Desjardins Global Asset Management
Quebec, Canada
$108M +$104M +225,577 New
CFIA
217
Cantor Fitzgerald Investment Advisors
New York
$106M +$2.78M +6,040 +3%
TFM
218
TFC Financial Management
Massachusetts
$106M +$3.03M +6,585 +3%
AWC
219
Abundance Wealth Counselors
Pennsylvania
$106M +$102M +221,373 New
SPIA
220
Steward Partners Investment Advisory
New York
$103M +$6.64M +14,403 +7%
AF
221
Allworth Financial
California
$102M +$85.2M +184,951 +630%
RWM
222
Rezny Wealth Management
Florida
$102M +$876K +1,900 +0.9%
SAM
223
Satovsky Asset Management
New York
$101M -$1.99M -4,311 -2%
SSB
224
Sandy Spring Bank
Maryland
$99M +$2.51M +5,451 +3%
Two Sigma Advisers
225
Two Sigma Advisers
New York
$98.5M -$44.2M -95,900 -32%