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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$629M +$36.4M +82,110 +6%
HWA
52
Heritage Wealth Advisors
Virginia
$623M -$1.11M -2,499 -0.2%
JMPWA
53
JP Morgan Private Wealth Advisors
California
$621M +$44.3M +99,878 +7%
PPA
54
Parametric Portfolio Associates
Washington
$612M -$61.6M -138,998 -9%
HighTower Advisors
55
HighTower Advisors
Illinois
$584M +$330M +744,445 +122%
RFC
56
Regions Financial Corp
Alabama
$581M -$11.2M -25,353 -2%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$580M +$10.4M +23,495 +2%
V
58
Veritable
Delaware
$561M +$3.54M +7,996 +0.6%
FHB
59
First Hawaiian Bank
Hawaii
$556M +$10.6M +23,887 +2%
RJA
60
Raymond James & Associates
Florida
$525M +$3.24M +7,308 +0.6%
SAM
61
Simplify Asset Management
Nevada
$509M +$104M +234,152 +25%
PFO
62
Pathstone Family Office
New Jersey
$505M -$4.17M -9,414 -0.8%
AG
63
AIA Group
Hong Kong
$502M +$55M +124,138 +12%
JIC
64
Johnson Investment Counsel
Ohio
$488M +$1.8M +4,063 +0.4%
Bessemer Group
65
Bessemer Group
New Jersey
$487M +$16.6M +37,539 +3%
WANY
66
Wealthspire Advisors (New York)
New York
$482M +$22.9M +51,715 +5%
M&T Bank
67
M&T Bank
New York
$480M +$13.4M +30,340 +3%
PAS
68
Park Avenue Securities
New York
$444M +$135K +305 +0%
CAM
69
Cresset Asset Management
Illinois
$442M +$9.96M +22,467 +2%
CIA
70
Choate Investment Advisors
Massachusetts
$432M -$46.8M -105,667 -10%
MML Investors Services
71
MML Investors Services
Massachusetts
$424M +$45.9M +103,494 +12%
Charles Schwab
72
Charles Schwab
California
$421M -$34.2M -77,139 -7%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$407M -$13.7M -30,970 -3%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$405M +$28.7M +64,822 +7%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$398M -$19.9M -44,940 -5%