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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
201
Glenview Trust
Kentucky
$136M +$1.47M +3,288 +1%
GFP
202
Gryphon Financial Partners
Ohio
$135M -$1.6M -3,570 -1%
IWA
203
Icon Wealth Advisors
Texas
$134M +$126M +280,406 New
SC
204
Soundwatch Capital
Connecticut
$130M -$67M -149,636 -35%
QC
205
Qalhat Capital
British Virgin Islands
$129M -$29.7M -66,319 -20%
MWM
206
Modera Wealth Management
New Jersey
$129M +$1.99M +4,446 +2%
DWM
207
Dakota Wealth Management
Florida
$128M -$1.26M -2,816 -1%
I
208
INVST
Indiana
$124M +$23.1M +51,552 +26%
AHSSHC
209
Adventist Health System Sunbelt Healthcare Corp
Florida
$122M -$185M -412,700 -62%
BOH
210
Bank of Hawaii
Hawaii
$121M -$3.04M -6,797 -3%
GC
211
Grimes & Company
Massachusetts
$120M +$25.1M +56,091 +29%
MIM
212
Monashee Investment Management
Massachusetts
$119M +$111M +248,710 New
2P
213
26North Partners
New York
$119M +$235K +526 +0.2%
SWA
214
SFMG Wealth Advisors
Texas
$118M +$292K +653 +0.3%
RI
215
RPTC Inc
Wyoming
$117M +$609K +1,360 +0.6%
BRWA
216
B. Riley Wealth Advisors
Florida
$117M -$8.64M -19,295 -7%
TLFA
217
True Link Financial Advisors
California
$117M +$11M +24,539 +11%
CCMG
218
Clark Capital Management Group
Pennsylvania
$116M -$96.5M -215,525 -47%
MFS
219
McNamara Financial Services
Massachusetts
$115M -$1.01M -2,250 -0.9%
BCM
220
Brookstone Capital Management
Illinois
$114M -$836K -1,867 -0.8%
Toronto Dominion Bank
221
Toronto Dominion Bank
Ontario, Canada
$114M -$1.55M -3,472 -1%
Ensign Peak Advisors
222
Ensign Peak Advisors
Utah
$112M +$22.4M +50,100 +27%
CWM
223
Calamos Wealth Management
Illinois
$112M +$460K +1,027 +0.4%
HFBOT
224
Home Federal Bank of Tennessee
Tennessee
$111M +$82.8K +185 +0.1%
ASN
225
Advisory Services Network
Georgia
$110M +$18.9M +42,148 +22%