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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
101
Kestra Advisory Services
Texas
$244M -$12.7M -30,777 -5%
SIC
102
Sigma Investment Counselors
Michigan
$238M +$3.18M +7,723 +1%
TF
103
TIAA FSB
Florida
$232M +$78.5M +190,784 +45%
TI
104
Truepoint Inc
Ohio
$226M +$32.4M +78,886 +15%
Comerica Bank
105
Comerica Bank
Texas
$224M -$649K -1,578 -0.3%
UB
106
UMB Bank
Missouri
$221M +$3.4M +8,259 +1%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$218M +$46.6M +113,288 +24%
Stifel Financial
108
Stifel Financial
Missouri
$217M +$8.55M +20,780 +4%
FLPIM
109
F.L. Putnam Investment Management
Massachusetts
$214M +$5.28M +12,834 +2%
EW
110
Evoke Wealth
California
$213M +$4.68M +11,388 +2%
MMI
111
Matson Money Inc
Ohio
$203M +$20.7M +50,250 +10%
DWA
112
Divergent Wealth Advisors
Utah
$201M +$48.4M +117,568 +28%
NA
113
NewEdge Advisors
Louisiana
$196M +$12.9M +31,253 +6%
PIMJS
114
PKO Investment Management Joint-Stock
Poland
$195M +$20.7M +50,232 +11%
Fidelity International
115
Fidelity International
Bermuda
$192M +$20.1M +48,807 +11%
COCM
116
Charter Oak Capital Management
New Hampshire
$188M +$9.3M +22,601 +5%
HHGA
117
Halbert Hargrove Global Advisors
California
$188M -$357K -867 -0.2%
Wellington Management Group
118
Wellington Management Group
Massachusetts
$188M +$16.3M +39,692 +9%
CWM
119
Cahaba Wealth Management
Georgia
$187M +$12.6M +30,548 +7%
AWE
120
Avidian Wealth Enterprises
Texas
$181M +$5.64M +13,705 +3%
KA
121
Klingman & Associates
New York
$181M +$6.63M +16,118 +4%
TLIC
122
Taiyo Life Insurance Company
Japan
$180M – – –
LIA
123
LBMC Investment Advisors
Tennessee
$179M -$9.92M -24,124 -5%
KIM
124
Karpus Investment Management
New York
$177M +$855K +2,078 +0.4%
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$174M -$1.75M -4,256 -0.9%