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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
126
Jackson Wealth Management
Florida
$38M +$6.18M +29,931 +18%
MIFH
127
Migdal Insurance & Financial Holdings
Israel
$38M +$38.2M +185,146 New
FWCM
128
Ferguson Wellman Capital Management
Oregon
$37.9M -$1.66M -8,016 -4%
SIM
129
SSI Investment Management
California
$37.9M +$15.4M +74,334 +67%
CFG
130
Citizens Financial Group
Rhode Island
$37.8M +$37.6M +181,957 New
HighTower Advisors
131
HighTower Advisors
Illinois
$37.8M +$12.2M +58,927 +47%
SC
132
Stratford Consulting
Texas
$37M -$192K -929 -0.5%
TIM
133
Tortoise Investment Management
New York
$36.8M -$405K -1,960 -1%
SIMM
134
Stillwater Investment Management (Minnesota)
Minnesota
$36.3M +$963K +4,661 +3%
BA
135
Bridgewater Associates
Connecticut
$35.9M – – –
AIA
136
Avalon Investment & Advisory
Texas
$35.7M +$36M +174,245 New
LCOV
137
London Company of Virginia
Virginia
$35.7M +$17.1M +82,927 +91%
AIG
138
American International Group
New York
$35.6M -$259M -1,255,276 -88%
Principal Financial Group
139
Principal Financial Group
Iowa
$35.5M +$630K +3,050 +2%
MWAC
140
Mariner Wealth Advisors (Cincinnati)
Ohio
$34.4M +$34.7M +167,823 New
PCIG
141
Partners Capital Investment Group
Massachusetts
$34.3M +$34.6M +167,272 New
WA
142
Wealth Architects
California
$34.1M +$201K +973 +0.6%
HWA
143
Heritage Wealth Advisors
Virginia
$33M +$1.12M +5,422 +3%
GC
144
Grimes & Company
Massachusetts
$32.1M +$18K +87 +0.1%
SLF
145
Sun Life Financial
Ontario, Canada
$31.8M – – –
DADC
146
D.A. Davidson & Co
Montana
$31.6M -$643K -3,111 -2%
MA
147
MUFG Americas
New York
$31.2M +$1.45M +7,008 +5%
PP
148
Pegasus Partners
Wisconsin
$31.1M +$30.4M +147,090 +3,176%
CI
149
Conning Inc
Connecticut
$30.9M +$153K +743 +0.5%
NA
150
Nottingham Advisors
New York
$30.5M -$1.93M -9,320 -6%