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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
126
MYCIO Wealth Partners
Pennsylvania
$106M -$195K -655 -0.2%
KA
127
Klingman & Associates
New York
$104M +$10.6M +35,526 +11%
HighTower Advisors
128
HighTower Advisors
Illinois
$104M +$11.2M +37,826 +12%
CCMG
129
Clark Capital Management Group
Pennsylvania
$103M +$39.5M +132,887 +63%
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$101M +$11.6M +39,135 +13%
TFO
131
Tarbox Family Office
California
$99.6M +$2.94M +9,890 +3%
BS
132
Bessemer Securities
New York
$99.3M – – –
PA
133
Planning Alternatives
Michigan
$99.3M -$1.61M -5,430 -2%
Stifel Financial
134
Stifel Financial
Missouri
$96.9M +$3.96M +13,322 +4%
HSBC Holdings
135
HSBC Holdings
United Kingdom
$96.7M +$53.2M +179,043 +124%
AII
136
AGF Investments Inc
Ontario, Canada
$96M – – –
SMFG
137
Sumitomo Mitsui Financial Group
Japan
$95.5M -$369M -1,240,000 -79%
PCIG
138
Partners Capital Investment Group
Massachusetts
$95.4M +$4.94M +16,603 +5%
TIA
139
Traphagen Investment Advisors
New Jersey
$95.2M +$889K +2,992 +0.9%
LW
140
Linscomb Wealth
Texas
$94.9M +$18.7K +63 +0%
AWC
141
Abundance Wealth Counselors
Pennsylvania
$94.7M -$2.28M -7,666 -2%
BTS
142
BB&T Securities
Virginia
$93.8M +$3.63M +12,228 +4%
3AM
143
3EDGE Asset Management
Florida
$93.6M +$2.45M +8,233 +3%
BFPW
144
BOK Financial Private Wealth
Colorado
$93.5M -$12.4M -41,739 -12%
FLPIM
145
F.L. Putnam Investment Management
Massachusetts
$93.3M +$24.2M +81,567 +35%
HI
146
Horizon Investments
North Carolina
$92.4M +$88M +296,007 +2,171%
SPC
147
Sigma Planning Corp
Michigan
$92.3M +$584K +1,965 +0.6%
Two Sigma Investments
148
Two Sigma Investments
New York
$90.7M +$70.2M +236,300 +351%
RWM
149
Ritholtz Wealth Management
New York
$90.3M +$3.42M +11,510 +4%
WAM
150
Wealthspire Advisors (Maryland)
Maryland
$90M +$2.82M +9,477 +3%