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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HW
226
Hancock Whitney
Mississippi
$290M +$5.4M +7,409 +2%
AWM
227
Apollon Wealth Management
South Carolina
$289M +$36.6M +50,227 +15%
EWA
228
EP Wealth Advisors
California
$288M +$1.1M +1,513 +0.4%
SCM
229
Steele Capital Management
Iowa
$283M +$608K +835 +0.2%
Lido Advisors
230
Lido Advisors
California
$281M -$33.1M -45,472 -11%
PS
231
Principal Securities
Iowa
$279M +$45.4M +62,342 +20%
BP
232
Ballentine Partners
Massachusetts
$278M +$1.22M +1,670 +0.5%
AWC
233
Abundance Wealth Counselors
Pennsylvania
$273M +$108M +147,846 +68%
Daiwa Securities Group
234
Daiwa Securities Group
Japan
$273M +$64.4M +88,495 +32%
HCA
235
Heck Capital Advisors
Wisconsin
$271M +$47.2M +64,826 +22%
SWP
236
Sagespring Wealth Partners
Tennessee
$270M +$10.3M +14,173 +4%
FHB
237
First Hawaiian Bank
Hawaii
$270M -$2.22M -3,043 -0.8%
TA
238
Teramo Advisors
Florida
$270M +$47.3M +65,000 +22%
TC
239
Toews Corporation
New Jersey
$266M -$14.6M -20,060 -5%
MFG
240
Merit Financial Group
Georgia
$265M +$23.5M +32,223 +10%
AA
241
Ashford Advisors
New York
$256M -$13.5M -18,471 -5%
PP
242
Prudential plc
United Kingdom
$255M -$13.1M -17,955 -5%
SW
243
SoFi Wealth
California
$253M +$11.7M +16,087 +5%
Mirae Asset Global Investments
244
Mirae Asset Global Investments
South Korea
$252M -$50.1M -68,859 -17%
SWP
245
Stratos Wealth Partners
Ohio
$251M -$5.28M -7,244 -2%
VA
246
Vestwell Advisors
New York
$251M
Wellington Management Group
247
Wellington Management Group
Massachusetts
$250M -$25.1M -34,430 -9%
ESL
248
Endurance Services Ltd
New York
$249M
VIA
249
Vantagepoint Investment Advisers
District of Columbia
$248M -$5.1M -7,009 -2%
Mitsubishi UFJ Trust & Banking
250
Mitsubishi UFJ Trust & Banking
Japan
$247M +$18.2M +24,977 +8%