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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
126
Wealthspire Advisors (New York)
New York
$112M -$2.46M -8,982 -2%
BFPW
127
BOK Financial Private Wealth
Colorado
$111M +$1.7M +6,201 +2%
PCIG
128
Partners Capital Investment Group
Massachusetts
$105M -$8.18M -29,915 -7%
GBBWRPM
129
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$104M -$1.01M -3,690 -1%
MWP
130
MYCIO Wealth Partners
Pennsylvania
$104M -$1.37M -5,002 -1%
FFA
131
Fragasso Financial Advisors
Pennsylvania
$103M +$66.6M +243,566 +205%
PA
132
Planning Alternatives
Michigan
$99.6M -$12.1M -44,339 -11%
BS
133
Bessemer Securities
New York
$94.7M
CCMG
134
Clark Capital Management Group
Pennsylvania
$94M -$14M -51,155 -13%
LW
135
Linscomb Wealth
Texas
$90.3M +$364K +1,330 +0.4%
MCM
136
MAI Capital Management
Ohio
$90.3M +$3.46M +12,645 +4%
CA
137
Cambridge Associates
Massachusetts
$88.9M +$54.2M +198,113 +173%
TFO
138
Tarbox Family Office
California
$88.9M -$400K -1,462 -0.5%
HW
139
Hancock Whitney
Mississippi
$88.7M -$58.4M -213,511 -41%
NAM
140
NorthCoast Asset Management
Connecticut
$87.2M +$80.1M +293,073 +2,181%
TIA
141
Traphagen Investment Advisors
New Jersey
$86.6M +$83.2M +304,252 New
SPC
142
Sigma Planning Corp
Michigan
$86.1M -$5.14M -18,793 -6%
KA
143
Klingman & Associates
New York
$85.5M +$2.18M +7,973 +3%
Janus Henderson Group
144
Janus Henderson Group
$85M +$81.7M +298,870 New
Axa
145
Axa
France
$84.8M +$6.67M +24,401 +9%
MA
146
MUFG Americas
New York
$82.5M -$5.03M -18,388 -6%
WAM
147
Wealthspire Advisors (Maryland)
Maryland
$80.6M +$4.12M +15,080 +6%
RWM
148
Ritholtz Wealth Management
New York
$80M +$76.6M +280,133 +31,265%
BTS
149
BB&T Securities
Virginia
$79.1M -$19.8M -72,373 -21%
TAM
150
Tiverton Asset Management
Delaware
$79M