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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
126
Stratford Consulting
Texas
$45.1M +$463K +2,127 +1%
AL
127
Aspiriant LLC
California
$44.6M -$13.2M -60,786 -23%
WAM
128
Wealthspire Advisors (Maryland)
Maryland
$44.2M +$787K +3,620 +2%
TMNFIC
129
Tokio Marine & Nichido Fire Insurance Company
Japan
$43.5M
CPSAC
130
Chas P. Smith & Associates (CPS)
Florida
$42.8M +$21.2M +97,344 +93%
SIMM
131
Stillwater Investment Management (Minnesota)
Minnesota
$42.5M +$651K +2,994 +2%
TCT
132
TIAA CREF Trust
Missouri
$41.9M +$14.6M +67,035 +53%
Northern Trust
133
Northern Trust
Illinois
$41.8M -$478K -2,198 -1%
MFS
134
McNamara Financial Services
Massachusetts
$41.6M +$841K +3,865 +2%
HWA
135
Heritage Wealth Advisors
Virginia
$41.4M -$2.18M -10,016 -5%
AI
136
Accredited Investors
Minnesota
$41.1M -$1.02M -4,682 -2%
WA
137
Wealth Architects
California
$40.9M -$281K -1,292 -0.7%
FWCM
138
Ferguson Wellman Capital Management
Oregon
$40.5M +$2.29M +10,533 +6%
MA
139
Montag & Associates
Georgia
$39.1M +$2.09M +9,622 +6%
AG
140
Advisor Group
Arizona
$38.4M +$9.35M +42,970 +32%
HFS
141
HL Financial Services
Kentucky
$38.3M -$463K -2,128 -1%
BA
142
Bridgewater Associates
Connecticut
$38.1M
MA
143
MUFG Americas
New York
$37.1M +$1.26M +5,785 +4%
KA
144
Klingman & Associates
New York
$37.1M +$3.85M +17,697 +12%
CFG
145
Citizens Financial Group
Rhode Island
$37M +$2.84M +13,068 +8%
SPC
146
Sigma Planning Corp
Michigan
$36.5M +$10.4M +47,780 +40%
CIM
147
CIM Investment Management
Pennsylvania
$36.5M +$1.7M +7,812 +5%
TFO
148
Tarbox Family Office
California
$35.7M +$14.3M +65,717 +67%
HFBOT
149
Home Federal Bank of Tennessee
Tennessee
$35.7M +$674K +3,097 +2%
MWAC
150
Mariner Wealth Advisors (Cincinnati)
Ohio
$35.2M +$796K +3,661 +2%