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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
126
Wealthspire Advisors (Maryland)
Maryland
$42M +$813K +3,897 +2%
Northern Trust
127
Northern Trust
Illinois
$40.9M +$2.13M +10,197 +6%
AI
128
Accredited Investors
Minnesota
$40.8M -$1.46M -7,000 -3%
SIMM
129
Stillwater Investment Management (Minnesota)
Minnesota
$40.5M +$1.44M +6,888 +4%
WA
130
Wealth Architects
California
$39.9M +$1.42M +6,809 +4%
FI
131
FormulaFolio Investments
Michigan
$39.7M +$5.29M +25,374 +16%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$39.6M +$7.15M +34,262 +22%
MFS
133
McNamara Financial Services
Massachusetts
$39.4M +$5.71M +27,355 +17%
AIG
134
American International Group
New York
$39.1M +$2.4M +11,494 +7%
SIM
135
SSI Investment Management
California
$37.6M +$3.62M +17,346 +11%
HFS
136
HL Financial Services
Kentucky
$37.5M -$905K -4,340 -2%
Principal Financial Group
137
Principal Financial Group
Iowa
$37.2M -$8.41M -40,300 -19%
FWCM
138
Ferguson Wellman Capital Management
Oregon
$37M -$656K -3,146 -2%
BA
139
Bridgewater Associates
Connecticut
$36.8M
MA
140
Montag & Associates
Georgia
$35.8M +$1.59M +7,618 +5%
MSWM
141
Mader & Shannon Wealth Management
Missouri
$34.8M -$2.54M -12,155 -7%
MA
142
MUFG Americas
New York
$34.7M +$1.36M +6,535 +4%
HFBOT
143
Home Federal Bank of Tennessee
Tennessee
$33.9M +$1.5M +7,195 +5%
CIM
144
CIM Investment Management
Pennsylvania
$33.6M +$5.74M +27,525 +21%
DADC
145
D.A. Davidson & Co
Montana
$33.5M -$430K -2,062 -1%
Bessemer Group
146
Bessemer Group
New Jersey
$33.5M -$15.4M -73,875 -32%
MWAC
147
Mariner Wealth Advisors (Cincinnati)
Ohio
$33.3M -$794K -3,807 -2%
CC
148
Courier Capital
New York
$33.1M +$145K +693 +0.4%
CFG
149
Citizens Financial Group
Rhode Island
$33.1M -$833K -3,993 -2%
UBS AM
150
UBS AM
Illinois
$32.9M +$748K +3,586 +2%