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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
226
Requisite Capital Management
Texas
$46.9M +$2.01M +7,360 +5%
FLPIM
227
F.L. Putnam Investment Management
Massachusetts
$46.6M +$39.6M +144,710 +764%
AI
228
Atria Investments
North Carolina
$45.9M +$7.38M +27,008 +20%
WA
229
Wealth Architects
California
$45.7M +$55.5K +203 +0.1%
NA
230
Neuburgh Advisers
California
$45.4M +$2.92M +10,676 +7%
SS
231
Simplicity Solutions
Minnesota
$45M +$31.4M +114,975 +265%
UBS AM
232
UBS AM
Illinois
$44.5M -$6.49M -23,720 -13%
CI
233
Conning Inc
Connecticut
$44.5M -$32.3M -118,279 -43%
FAAS
234
First Allied Advisory Services
California
$44.5M -$808K -2,956 -2%
D.E. Shaw & Co
235
D.E. Shaw & Co
New York
$42.7M
JWM
236
Janiczek Wealth Management
Colorado
$42.3M -$1.61M -5,887 -4%
EPM
237
Elm Partners Management
Pennsylvania
$42.2M +$25.4M +92,924 +168%
VCM
238
Verger Capital Management
North Carolina
$42.2M +$126K +459 +0.3%
TLIC
239
Taiyo Life Insurance Company
Japan
$41.8M
PIM
240
Parker Investment Management
California
$41.6M +$206K +754 +0.5%
BAC
241
Boys Arnold & Co
North Carolina
$41.3M +$3.66M +13,384 +10%
HCA
242
Heck Capital Advisors
Wisconsin
$40.8M +$10.8M +39,537 +38%
AI
243
Accredited Investors
Minnesota
$40.5M -$443K -1,619 -1%
SWM
244
SigFig Wealth Management
California
$40.4M +$4.48M +16,396 +13%
HSBC Holdings
245
HSBC Holdings
United Kingdom
$40.3M -$33.9M -123,905 -47%
EIA
246
Eldridge Investment Advisors
New Hampshire
$40.1M +$2.48M +9,065 +7%
FWCM
247
Ferguson Wellman Capital Management
Oregon
$40.1M -$261K -953 -0.7%
DWA
248
Divergent Wealth Advisors
Utah
$39.4M -$3.79M -13,868 -9%
DA
249
Doliver Advisors
Texas
$39.2M +$3.67M +13,421 +11%
LGWM
250
Litman Gregory Wealth Management
California
$39M +$1.87M +6,854 +5%