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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
126
Stifel Financial
Missouri
$150M +$10.3M +29,041 +8%
BP
127
Ballentine Partners
Massachusetts
$150M +$1.09M +3,070 +0.8%
EH
128
Equitable Holdings
New York
$150M -$977K -2,744 -0.7%
SS
129
Simplicity Solutions
Minnesota
$149M +$41.5M +116,648 +42%
Lazard Asset Management
130
Lazard Asset Management
New York
$147M +$2.53M +7,106 +2%
AWE
131
Avidian Wealth Enterprises
Texas
$142M +$16.7M +46,841 +14%
KA
132
Klingman & Associates
New York
$140M +$12.6M +35,402 +11%
FFA
133
Fragasso Financial Advisors
Pennsylvania
$139M +$548K +1,539 +0.4%
CA
134
Cetera Advisors
Colorado
$139M +$9.66M +27,148 +8%
PA
135
Planning Alternatives
Michigan
$138M +$3M +8,422 +2%
CWM
136
Cahaba Wealth Management
Georgia
$134M +$5.91M +16,601 +5%
LW
137
Linscomb Wealth
Texas
$133M +$760K +2,134 +0.6%
TFO
138
Tarbox Family Office
California
$132M +$364K +1,023 +0.3%
NAM
139
NorthCoast Asset Management
Connecticut
$132M -$6.88M -19,342 -5%
PAG
140
Private Advisor Group
New Jersey
$131M +$13.5M +38,036 +12%
3AM
141
3EDGE Asset Management
Florida
$128M +$6.83M +19,184 +6%
AA
142
Ashford Advisors
New York
$127M +$121M +338,923 New
Citigroup
143
Citigroup
New York
$127M +$44.5M +125,120 +59%
BS
144
Bessemer Securities
New York
$125M
CWM
145
Calamos Wealth Management
Illinois
$118M -$1.47M -4,142 -1%
PP
146
Prudential plc
United Kingdom
$117M +$6.51M +18,285 +6%
HTC
147
Haverford Trust Company
Pennsylvania
$116M -$45.3M -127,247 -29%
DWA
148
Divergent Wealth Advisors
Utah
$113M -$27.2M -76,337 -20%
Ensign Peak Advisors
149
Ensign Peak Advisors
Utah
$111M -$61.8M -173,637 -37%
MFG
150
Magnus Financial Group
New York
$110M -$527K -1,480 -0.5%