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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
126
NorthCoast Asset Management
Connecticut
$125M -$24M -72,224 -16%
FFA
127
Fragasso Financial Advisors
Pennsylvania
$124M +$402K +1,208 +0.3%
PA
128
Planning Alternatives
Michigan
$121M +$3.98M +11,949 +3%
LW
129
Linscomb Wealth
Texas
$118M +$889K +2,670 +0.8%
TFO
130
Tarbox Family Office
California
$118M -$1.63M -4,899 -1%
CA
131
Cetera Advisors
Colorado
$115M -$7.49M -22,520 -6%
KA
132
Klingman & Associates
New York
$113M +$2.84M +8,533 +3%
CWM
133
Cahaba Wealth Management
Georgia
$112M +$1.92M +5,776 +2%
BS
134
Bessemer Securities
New York
$112M
AWE
135
Avidian Wealth Enterprises
Texas
$112M +$14.1M +42,404 +15%
3AM
136
3EDGE Asset Management
Florida
$108M -$60.7M -182,398 -36%
SIC
137
Sigma Investment Counselors
Michigan
$107M -$101M -304,019 -49%
CWM
138
Calamos Wealth Management
Illinois
$107M -$6.81M -20,455 -6%
PCIG
139
Partners Capital Investment Group
Massachusetts
$106M -$2.26M -6,802 -2%
AFIMH
140
American Family Insurance Mutual Holding
Wisconsin
$106M
MIA
141
MainStreet Investment Advisors
Illinois
$104M -$25.5M -76,500 -20%
PAG
142
Private Advisor Group
New Jersey
$103M -$6.9M -20,724 -6%
CAL
143
Capital Analysts LLC
Pennsylvania
$101M +$6.91M +20,757 +7%
MFG
144
Magnus Financial Group
New York
$99.3M -$1.33M -4,007 -1%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$99.1M -$35.1M -105,588 -26%
PP
146
Prudential plc
United Kingdom
$98.7M +$4.54M +13,629 +5%
AWM
147
AE Wealth Management
Kansas
$97.1M +$609K +1,831 +0.6%
TIA
148
Traphagen Investment Advisors
New Jersey
$96.2M -$5.68M -17,060 -6%
CCM
149
Coldstream Capital Management
Washington
$94.8M +$639K +1,921 +0.7%
LIA
150
LS Investment Advisors
Michigan
$94.7M +$93.1M +279,800 +15,043%