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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
226
Prudential plc
United Kingdom
$234M -$24.2M -35,398 -9%
IWC
227
Integrated Wealth Concepts
Massachusetts
$234M +$61.6M +90,196 +34%
SWP
228
Sagespring Wealth Partners
Tennessee
$227M -$3.53M -5,176 -1%
SWP
229
Stratos Wealth Partners
Ohio
$224M -$350K -512 -0.1%
VIA
230
Vantagepoint Investment Advisers
District of Columbia
$221M +$32.6M +47,787 +16%
DLIC
231
Daido Life Insurance Company
Japan
$219M
VA
232
Vestwell Advisors
New York
$219M
AWM
233
Apollon Wealth Management
South Carolina
$219M +$10.4M +15,166 +5%
EH
234
Equitable Holdings
New York
$218M +$2.81M +4,110 +0.6%
TFM
235
TFC Financial Management
Massachusetts
$218M +$1.12M +1,635 +0.5%
ESL
236
Endurance Services Ltd
New York
$217M
LPT
237
Legacy Private Trust
Wisconsin
$216M -$1.71M -2,502 -0.8%
Arrowstreet Capital
238
Arrowstreet Capital
Massachusetts
$212M +$51.2M +75,049 +30%
RWM
239
RKL Wealth Management
Pennsylvania
$211M -$32.8M -48,020 -13%
SW
240
SoFi Wealth
California
$210M -$5.6M -8,200 -2%
TI
241
Tidal Investments
Wisconsin
$210M -$260M -381,332 -54%
MFG
242
Merit Financial Group
Georgia
$210M +$22.3M +32,694 +11%
TLIC
243
Taiyo Life Insurance Company
Japan
$206M -$47.8M -70,000 -18%
TFO
244
Tarbox Family Office
California
$205M -$1.41M -2,065 -0.7%
AIIMS
245
Analyst IMS Investment Management Services
Israel
$203M -$18.6M -27,180 -8%
PS
246
Principal Securities
Iowa
$202M +$9.79M +14,344 +5%
GT
247
Glenview Trust
Kentucky
$200M +$458K +671 +0.2%
Mitsubishi UFJ Trust & Banking
248
Mitsubishi UFJ Trust & Banking
Japan
$199M -$67.3M -98,545 -24%
CNHF
249
Conrad N. Hilton Foundation
California
$199M +$130M +190,652 +167%
EPA
250
Element Pointe Advisors
Florida
$199M +$6.56M +9,605 +3%