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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIM
126
Karpus Investment Management
New York
$162M -$6.23M -15,600 -3%
PIMJS
127
PKO Investment Management Joint-Stock
Poland
$161M -$26.3M -65,882 -13%
VIA
128
Vantagepoint Investment Advisers
District of Columbia
$161M -$91.1M -228,130 -34%
EH
129
Equitable Holdings
New York
$158M +$8M +20,046 +5%
PA
130
Planning Alternatives
Michigan
$158M +$5.52M +13,827 +3%
KA
131
Klingman & Associates
New York
$157M -$15.5M -38,750 -8%
AIA
132
Ally Invest Advisors
North Carolina
$153M -$469K -1,174 -0.3%
FCH
133
Freestone Capital Holdings
Washington
$149M +$18M +45,160 +12%
B
134
Brightworth
Georgia
$149M +$17.1M +42,876 +12%
WT
135
Whittier Trust
California
$149M +$15.2M +37,989 +10%
BL
136
Balentine LLC
Georgia
$148M +$3.94M +9,874 +2%
JSW
137
Journey Strategic Wealth
New Jersey
$148M +$1M +2,507 +0.6%
MLIC
138
Mandatum Life Insurance Company
Finland
$147M -$7.11M -17,810 -4%
GF
139
Genworth Financial
Virginia
$145M +$45M +112,700 +39%
PCIG
140
Partners Capital Investment Group
Massachusetts
$144M +$36.4M +91,261 +29%
AA
141
Ashford Advisors
New York
$141M +$49.9K +125 +0%
LW
142
Linscomb Wealth
Texas
$139M +$1.66M +4,149 +1%
WSTAM
143
Wilbanks Smith & Thomas Asset Management
Virginia
$138M +$1.64M +4,107 +1%
TFO
144
Tarbox Family Office
California
$137M -$1.2M -3,006 -0.8%
AWS
145
Atria Wealth Solutions
New York
$136M +$30.9M +77,390 +26%
Lazard Asset Management
146
Lazard Asset Management
New York
$131M -$1.39M -3,490 -0.9%
QC
147
Qalhat Capital
British Virgin Islands
$129M
LPT
148
Legacy Private Trust
Wisconsin
$128M +$8.29M +20,766 +6%
EIG
149
Ellenbecker Investment Group
Wisconsin
$126M +$5.57M +13,954 +4%
Victory Capital Management
150
Victory Capital Management
Texas
$125M -$33.9M -85,020 -20%