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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Planning Alternatives
Michigan
$99.2M -$4.62M -17,022 -4%
JFGIW
127
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$98.9M +$20.2M +74,205 +23%
BFPW
128
BOK Financial Private Wealth
Colorado
$96.3M +$40.6M +149,445 +64%
CCMG
129
Clark Capital Management Group
Pennsylvania
$96M +$103M +378,567 +13,382%
JGC
130
J. Goldman & Co
New York
$93.2M – – –
MWP
131
MYCIO Wealth Partners
Pennsylvania
$93M -$1.25M -4,615 -1%
GBBWRPM
132
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$92.9M -$21.6M -79,518 -18%
UOC
133
University of Chicago
Illinois
$89.6M – – –
BTS
134
BB&T Securities
Virginia
$88.2M +$36.7M +135,271 +63%
Mitsubishi UFJ Trust & Banking
135
Mitsubishi UFJ Trust & Banking
Japan
$84.6M -$5.37M -19,760 -6%
BS
136
Bessemer Securities
New York
$83.7M +$90.4M +332,761 New
SPC
137
Sigma Planning Corp
Michigan
$80.9M +$9.3M +34,251 +12%
Chevy Chase Trust
138
Chevy Chase Trust
Maryland
$79.7M +$36.3M +133,683 +73%
LW
139
Linscomb Wealth
Texas
$79.5M -$578K -2,128 -0.7%
TFO
140
Tarbox Family Office
California
$78.9M +$1.58M +5,835 +2%
MA
141
MUFG Americas
New York
$77.6M +$6.15M +22,651 +8%
MCM
142
MAI Capital Management
Ohio
$76.6M +$6.9M +25,415 +9%
KA
143
Klingman & Associates
New York
$73.6M +$7.13M +26,244 +10%
TAM
144
Tiverton Asset Management
Delaware
$69.8M – – –
Baird Financial Group
145
Baird Financial Group
Wisconsin
$69.7M +$20M +73,651 +36%
CI
146
Conning Inc
Connecticut
$69.1M -$2.1M -7,736 -3%
Axa
147
Axa
France
$68.8M -$1.28M -4,721 -2%
DIM
148
Delta Investment Management
California
$68.7M +$74.1M +272,921 New
AII
149
AGF Investments Inc
Ontario, Canada
$68M +$26.7M +98,331 +57%
WAM
150
Wealthspire Advisors (Maryland)
Maryland
$67.5M +$1.9M +7,000 +3%