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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
201
Litman Gregory Wealth Management
California
$90.4M -$3.59M -9,308 -4%
Kayne Anderson Rudnick Investment Management
202
Kayne Anderson Rudnick Investment Management
California
$90.1M -$3.01M -7,805 -3%
CB
203
Commerce Bank
Missouri
$90M +$824K +2,134 +0.9%
SPP
204
Single Point Partners
Massachusetts
$88.3M +$6.22M +16,119 +8%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$87.6M -$1.38M -3,575 -2%
SC
206
Soundwatch Capital
Connecticut
$87M -$3.76M -9,744 -4%
SSB
207
Sandy Spring Bank
Maryland
$86.9M +$3.14M +8,146 +4%
AWC
208
Abundance Wealth Counselors
Pennsylvania
$86.8M -$863K -2,237 -1%
WA
209
Waverly Advisors
Alabama
$84.5M +$9.79M +25,375 +13%
PP
210
Prudential plc
United Kingdom
$82.8M +$1.91M +4,941 +2%
PFM
211
Phillips Financial Management
Indiana
$82.4M +$2.68M +6,936 +3%
DC
212
Deere & Company
Illinois
$81.5M +$81.9M +212,140 New
RWM
213
Rezny Wealth Management
Florida
$81.3M -$1.29M -3,342 -2%
MGB
214
Mass General Brigham
Massachusetts
$81.2M -$34.2M -88,609 -30%
Jones Financial Companies
215
Jones Financial Companies
Missouri
$81M +$73.3M +189,838 +904%
BTI
216
Blue Trust Inc
Georgia
$80.9M -$5.84M -15,141 -6%
SAM
217
Securian Asset Management
Minnesota
$79.1M – – –
HS
218
Horan Securities
United States
$77.9M +$6.77M +17,546 +9%
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.9M +$3.23M +8,373 +4%
Rafferty Asset Management
220
Rafferty Asset Management
New York
$77.4M +$3.94M +10,197 +5%
SIM
221
SSI Investment Management
California
$76.4M -$142K -368 -0.2%
FIB
222
First Interstate Bank
Montana
$76M +$9.65M +25,011 +14%
Russell Investments Group
223
Russell Investments Group
United Kingdom
$75.9M +$71M +183,990 +12,097%
RIS
224
Retirement Income Solutions
Michigan
$75.7M +$13.9M +35,971 +22%
GWM
225
Geneos Wealth Management
Colorado
$75.5M +$1.71M +4,434 +2%