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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Cahaba Wealth Management
Georgia
$178M +$6.09M +13,215 +4%
Lazard Asset Management
152
Lazard Asset Management
New York
$177M +$3.12M +6,777 +2%
FFA
153
Fragasso Financial Advisors
Pennsylvania
$174M +$942K +2,045 +0.6%
LW
154
Linscomb Wealth
Texas
$174M +$1.16M +2,520 +0.7%
TFO
155
Tarbox Family Office
California
$174M +$3.25M +7,043 +2%
3AM
156
3EDGE Asset Management
Florida
$173M -$2.76M -5,990 -2%
OPS
157
Orion Portfolio Solutions
Nebraska
$172M +$18M +38,999 +12%
JSW
158
Journey Strategic Wealth
New Jersey
$167M +$161M +350,184 New
DWA
159
Divergent Wealth Advisors
Utah
$162M -$17.1M -37,211 -10%
CAL
160
Capital Analysts LLC
Pennsylvania
$161M +$642K +1,392 +0.4%
WT
161
Whittier Trust
California
$160M +$5.33M +11,569 +4%
PI
162
PFS Investments
Georgia
$158M +$13.1M +28,403 +9%
SPC
163
Sigma Planning Corp
Michigan
$156M +$13.3M +28,789 +10%
RWM
164
Ritholtz Wealth Management
New York
$156M +$5.89M +12,779 +4%
PAG
165
Private Advisor Group
New Jersey
$155M -$55.5M -120,387 -27%
MGB
166
Mass General Brigham
Massachusetts
$154M -$67M -145,386 -31%
HTC
167
Haverford Trust Company
Pennsylvania
$149M +$19.5M +42,335 +16%
CA
168
Cetera Advisors
Colorado
$149M -$40.3M -87,472 -22%
HW
169
Hancock Whitney
Mississippi
$149M +$21.2M +46,015 +17%
TIA
170
Traphagen Investment Advisors
New Jersey
$148M +$5.27M +11,431 +4%
AssetMark Inc
171
AssetMark Inc
California
$146M +$10.9M +23,692 +8%
PP
172
Prudential plc
United Kingdom
$145M +$31.2M +67,784 +29%
EIG
173
Ellenbecker Investment Group
Wisconsin
$145M +$1.64M +3,556 +1%
VC
174
Vicus Capital
Pennsylvania
$140M +$2.42M +5,244 +2%
Mitsubishi UFJ Trust & Banking
175
Mitsubishi UFJ Trust & Banking
Japan
$139M -$3.1M -6,730 -2%