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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOH
201
Bank of Hawaii
Hawaii
$120M -$4.77M -11,316 -4%
MWM
202
Modera Wealth Management
New Jersey
$117M +$92.7M +219,893 +506%
HTC
203
Haverford Trust Company
Pennsylvania
$116M +$7.59M +18,021 +7%
NAM
204
Nissay Asset Management
Japan
$116M
PP
205
Prudential plc
United Kingdom
$113M -$7.85M -18,622 -7%
SWM
206
Spire Wealth Management
Virginia
$113M +$6.43M +15,269 +6%
TF
207
TimeScale Financial
Massachusetts
$112M -$274K -651 -0.3%
DWM
208
Dakota Wealth Management
Florida
$112M +$101M +238,812 +2,082%
BRWA
209
B. Riley Wealth Advisors
Florida
$111M +$16.2M +38,323 +18%
2P
210
26North Partners
New York
$111M +$79.2K +188 +0.1%
MFS
211
McNamara Financial Services
Massachusetts
$109M -$1.34M -3,168 -1%
RI
212
RPTC Inc
Wyoming
$109M +$251K +595 +0.2%
FSWA
213
Financial Synergies Wealth Advisors
Texas
$107M -$593K -1,408 -0.6%
Sumitomo Mitsui Trust Group
214
Sumitomo Mitsui Trust Group
Japan
$106M +$29.4M +69,797 +41%
CWM
215
Calamos Wealth Management
Illinois
$105M -$6.3M -14,943 -6%
SWA
216
SFMG Wealth Advisors
Texas
$104M +$20.1M +47,596 +26%
PP
217
Pegasus Partners
Wisconsin
$104M +$850K +2,016 +0.9%
HFBOT
218
Home Federal Bank of Tennessee
Tennessee
$103M -$1.61M -3,814 -2%
CB
219
Commerce Bank
Missouri
$103M -$2.64M -6,267 -3%
BCM
220
Brookstone Capital Management
Illinois
$103M +$1.93M +4,569 +2%
LGWM
221
Litman Gregory Wealth Management
California
$102M +$16.1M +38,291 +20%
IWP
222
Icon Wealth Partners
Texas
$100M +$11.2M +26,500 +13%
FWIA
223
Fort Washington Investment Advisors
Ohio
$99.8M +$30.2M +71,641 +47%
SSB
224
Sandy Spring Bank
Maryland
$99.5M -$751K -1,781 -0.8%
PFM
225
Phillips Financial Management
Indiana
$98.3M +$838K +1,988 +0.9%