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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
226
HSBC Holdings
United Kingdom
$182M -$96.9M -164,028 -33%
SPC
227
Sigma Planning Corp
Michigan
$181M -$6.34M -10,729 -3%
SW
228
SoFi Wealth
California
$180M +$185M +313,794 +4,932%
LW
229
Linscomb Wealth
Texas
$177M -$4.75M -8,045 -2%
TC
230
Toews Corporation
New Jersey
$176M +$26.9M +45,550 +17%
SWP
231
Stratos Wealth Partners
Ohio
$172M -$14.1M -23,860 -7%
3AM
232
3EDGE Asset Management
Florida
$172M -$31.1M -52,583 -15%
AC
233
Allstate Corporation
Illinois
$172M +$8.86M +15,000 +5%
GT
234
Glenview Trust
Kentucky
$171M +$31.3K +53 +0%
GFP
235
Gryphon Financial Partners
Ohio
$171M +$770K +1,304 +0.4%
AWM
236
Apollon Wealth Management
South Carolina
$170M +$1.18M +1,992 +0.7%
BSB
237
Bangor Savings Bank
Maine
$168M -$8.59M -14,552 -5%
BPA
238
Beacon Pointe Advisors
California
$166M +$5.05M +8,544 +3%
TFM
239
TFC Financial Management
Massachusetts
$165M +$143K +242 +0.1%
FFA
240
First Foundation Advisors
California
$164M +$15.5M +26,272 +10%
MSA
241
Mason Street Advisors
Wisconsin
$164M +$2.24M +3,800 +1%
American Century Companies
242
American Century Companies
Missouri
$163M +$12.2M +20,603 +8%
MIM
243
Monashee Investment Management
Massachusetts
$161M +$3.9M +6,600 +2%
PCIA
244
Prime Capital Investment Advisors
Kansas
$161M +$49M +82,953 +41%
GC
245
Gilbert & Cook
Iowa
$161M +$3.5M +5,922 +2%
Kayne Anderson Rudnick Investment Management
246
Kayne Anderson Rudnick Investment Management
California
$158M -$5.96M -10,085 -3%
TLFA
247
True Link Financial Advisors
California
$158M +$2.57M +4,358 +2%
EPA
248
Element Pointe Advisors
Florida
$157M -$947K -1,603 -0.6%
QCG
249
Quadrant Capital Group
Ohio
$155M +$25.7M +43,564 +19%
ZBNA
250
Zions Bancorporation, National Association
Utah
$154M +$162M +274,716 New