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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
251
Gotham Asset Management
New York
$153M +$24.8M +42,029 +18%
DWM
252
Dakota Wealth Management
Florida
$153M +$168K +285 +0.1%
AAG
253
Armstrong Advisory Group
Massachusetts
$153M
Wolverine Trading
254
Wolverine Trading
Illinois
$151M +$160M +271,345 New
LF
255
Lee Financial
Texas
$151M +$1.12M +1,894 +0.7%
CWM
256
Calamos Wealth Management
Illinois
$150M +$9.32M +15,780 +6%
IA
257
Integrity Alliance
Iowa
$150M +$62.8M +106,322 +67%
MFG
258
Merit Financial Group
Georgia
$149M +$30.7M +52,069 +24%
CIM
259
CIM Investment Management
Pennsylvania
$149M +$76.3M +129,220 +100%
FIA
260
Foundations Investment Advisors
Arizona
$148M +$15M +25,333 +11%
SC
261
Soundwatch Capital
Connecticut
$147M -$421M -712,647 -73%
Ensign Peak Advisors
262
Ensign Peak Advisors
Utah
$147M -$37.4M -63,418 -20%
MWM
263
Modera Wealth Management
New Jersey
$146M -$2.75M -4,658 -2%
AI
264
Atria Investments
North Carolina
$145M -$7.15M -12,116 -4%
Manulife (Manufacturers Life Insurance)
265
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$145M -$229M -388,561 -60%
HFS
266
Hantz Financial Services
Michigan
$144M +$28.6M +48,496 +23%
FDCDDQ
267
Federation des caisses Desjardins du Quebec
Quebec, Canada
$143M +$351K +594 +0.2%
SWA
268
SFMG Wealth Advisors
Texas
$142M +$1.37M +2,318 +0.9%
GIM
269
Goelzer Investment Management
Indiana
$141M +$1.61M +2,732 +1%
FWA
270
FORM Wealth Advisors
Wisconsin
$141M +$148M +250,173 New
LBC
271
Lowe Brockenbrough & Co
Virginia
$140M +$5.63M +9,535 +4%
SWM
272
Spire Wealth Management
Virginia
$138M +$2.16M +3,651 +2%
SWP
273
Sagespring Wealth Partners
Tennessee
$138M +$5.62M +9,519 +3%
PFM
274
Phillips Financial Management
Indiana
$137M +$3.66M +6,204 +3%
UWPG
275
Ullmann Wealth Partners Group
Florida
$136M -$1.06M -1,787 -0.7%