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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RI
201
RPTC Inc
Wyoming
$89M +$255K +621 +0.3%
CA
202
Cetera Advisors
Colorado
$86.7M -$6.66M -16,190 -7%
AWC
203
Abundance Wealth Counselors
Pennsylvania
$86.3M +$3.29K +8 +0%
MW
204
Marcum Wealth
Ohio
$84.6M +$31M +75,358 +51%
RWM
205
RKL Wealth Management
Pennsylvania
$84.2M +$4.2M +10,199 +5%
IWC
206
Integrated Wealth Concepts
Massachusetts
$83.9M +$4.2M +10,201 +5%
SWM
207
Spire Wealth Management
Virginia
$83.9M -$35.5M -86,357 -28%
SC
208
Soundwatch Capital
Connecticut
$83.6M +$58K +141 +0.1%
GWM
209
Geneos Wealth Management
Colorado
$82.9M +$9.11M +22,158 +11%
CF
210
Cantor Fitzgerald
New York
$81.4M +$88.3M +214,671 New
MA
211
MUFG Americas
New York
$80.8M -$4.53M -11,015 -5%
PFM
212
Phillips Financial Management
Indiana
$80.8M -$579K -1,408 -0.7%
RWM
213
Rezny Wealth Management
Florida
$80.7M -$1.02M -2,489 -1%
SSB
214
Sandy Spring Bank
Maryland
$80.5M +$895K +2,177 +1%
SAM
215
Securian Asset Management
Minnesota
$78.1M
BCI
216
Brinker Capital Investments
Pennsylvania
$77.9M -$17.5M -42,502 -17%
IWP
217
Icon Wealth Partners
Texas
$77.4M +$3.34M +8,116 +4%
SAM
218
Satovsky Asset Management
New York
$77.3M -$2.35M -5,707 -3%
PP
219
Pegasus Partners
Wisconsin
$77.2M -$1.97M -4,799 -2%
FDCDDQ
220
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76.2M +$4.28M +10,404 +5%
Arrowstreet Capital
221
Arrowstreet Capital
Massachusetts
$75.4M +$49.5M +120,243 +153%
SWP
222
Stratos Wealth Partners
Ohio
$74.9M +$3.8M +9,246 +5%
TWA
223
TPB Wealth Advisors
Texas
$74.6M -$4.82M -11,718 -6%
MFG
224
Merit Financial Group
Georgia
$74.4M +$35.3M +85,823 +78%
CCFCSB
225
Cape Cod Five Cents Savings Bank
Massachusetts
$73.9M +$1.77M +4,293 +2%