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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
426
Baker Avenue Asset Management
California
$108M +$1.88M +2,577 +2%
TA
427
Tectonic Advisors
Texas
$108M +$5.83M +8,004 +6%
TIM
428
Tortoise Investment Management
New York
$107M -$1.72M -2,363 -2%
PA
429
Pinnacle Associates
New York
$107M -$335K -460 -0.3%
ONB
430
Old National Bancorp
Indiana
$106M -$8.72M -11,969 -8%
SAM
431
Smartleaf Asset Management
Massachusetts
$106M – – –
PWAM
432
Private Wealth Asset Management
Iowa
$106M -$2.22M -3,049 -2%
RDFA
433
Ritter Daniher Financial Advisory
Ohio
$105M -$915K -1,256 -0.9%
GLA
434
Great Lakes Advisors
Illinois
$104M -$5.96M -8,185 -6%
GPW
435
Gray Private Wealth
Massachusetts
$104M +$2.48M +3,411 +3%
SHIM
436
Stone House Investment Management
Pennsylvania
$104M +$28M +38,455 +38%
P3I
437
Progeny 3 Inc
Washington
$104M – – –
AI
438
Accredited Investors
Minnesota
$103M +$2.52M +3,463 +3%
PWA
439
Physician Wealth Advisors
Utah
$103M -$461K -633 -0.5%
LPAM
440
Lodestar Private Asset Management
California
$103M +$1.88M +2,588 +2%
SQA
441
Simon Quick Advisors
New Jersey
$102M +$3.59M +4,928 +4%
JT
442
Jupiter Topco
New York
$102M +$99.2M +136,281 New
APCM
443
Alaska Permanent Capital Management
Alaska
$102M -$277K -381 -0.3%
PRA
444
Pine Ridge Advisers
New York
$101M +$9.47K +13 +0%
BTD
445
BankPlus Trust Department
Mississippi
$101M +$77.9K +107 +0.1%
CPRC
446
Consolidated Portfolio Review Corp
New York
$101M +$9.47K +13 +0%
BWIA
447
Bryant Woods Investment Advisors
New York
$101M +$3.1M +4,261 +3%
HI
448
Harbour Investments
Wisconsin
$99.1M +$6.49M +8,913 +7%
AC
449
Asio Capital
Kentucky
$99.1M -$8.08M -11,094 -8%
CL
450
Choreo LLC
Illinois
$98.9M -$5.58M -7,664 -5%