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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
226
Sanctuary Advisors
Indiana
$216M -$43.4M -67,464 -17%
SW
227
SoFi Wealth
California
$211M -$15.8M -24,481 -7%
AWM
228
Apollon Wealth Management
South Carolina
$211M +$6.33M +9,822 +3%
LW
229
Linscomb Wealth
Texas
$208M -$2.81M -4,360 -1%
Lazard Asset Management
230
Lazard Asset Management
New York
$206M -$7.32M -11,367 -4%
IWC
231
Integrated Wealth Concepts
Massachusetts
$204M -$5.82M -9,042 -3%
GT
232
Glenview Trust
Kentucky
$204M -$1.04M -1,614 -0.5%
TLFA
233
True Link Financial Advisors
California
$203M +$638K +990 +0.3%
FGP
234
Freestone Grove Partners
California
$201M +$194M +300,670 New
GFP
235
Gryphon Financial Partners
Ohio
$201M -$81.8K -127 -0%
AC
236
Allstate Corporation
Illinois
$199M +$81.9M +127,154 +75%
SPC
237
Sigma Planning Corp
Michigan
$196M -$9.65M -14,989 -5%
FFA
238
First Foundation Advisors
California
$196M -$3M -4,652 -2%
VIA
239
Vantagepoint Investment Advisers
District of Columbia
$195M -$150M -232,200 -44%
EIG
240
Ellenbecker Investment Group
Wisconsin
$194M -$7.4M -11,493 -4%
SWP
241
Sagespring Wealth Partners
Tennessee
$193M +$9.62M +14,935 +4%
LF
242
Lee Financial
Texas
$190M +$5.58M +8,670 +3%
HCA
243
Heck Capital Advisors
Wisconsin
$190M +$8.38M +13,012 +5%
AQR Capital Management
244
AQR Capital Management
Connecticut
$188M +$59M +91,653 +48%
MMA
245
Mizuho Markets Americas
New York
$187M +$132M +205,243 +278%
GC
246
Gilbert & Cook
Iowa
$185M -$6.16M -9,568 -3%
UWPG
247
Ullmann Wealth Partners Group
Florida
$183M +$8.52M +13,231 +5%
SC
248
Soundwatch Capital
Connecticut
$183M -$795M -1,235,107 -82%
JC
249
JB Capital
Connecticut
$182M +$13.7M +21,326 +8%
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$182M +$7.2M +11,173 +4%