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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AL
151
Aspiriant LLC
California
$328M +$28.5M +48,199 +9%
AWE
152
Avidian Wealth Enterprises
Texas
$322M +$7.84M +13,278 +2%
QWP
153
Quotient Wealth Partners
Texas
$320M -$19.6M -33,233 -6%
Two Sigma Investments
154
Two Sigma Investments
New York
$314M -$650K -1,100 -0.2%
IMCOOI
155
Investment Management Corp of Ontario (IMCO)
Canada
$313M +$329M +556,570 New
OAM
156
OP Asset Management
$306M +$322M +545,343 New
BCI
157
Brinker Capital Investments
Pennsylvania
$306M +$168M +283,896 +109%
OPS
158
Orion Portfolio Solutions
Nebraska
$306M +$168M +283,896 +109%
P
159
&Partners
Tennessee
$299M +$88.2M +149,358 +39%
KA
160
Klingman & Associates
New York
$297M +$3.54M +5,994 +1%
JSW
161
Journey Strategic Wealth
New Jersey
$295M +$20M +33,908 +7%
COCM
162
Charter Oak Capital Management
New Hampshire
$293M +$4.26M +7,211 +1%
BOF
163
Bank of Finland
Finland
$291M +$940K +1,592 +0.3%
RIG
164
RiverFront Investment Group
Virginia
$288M -$83.3M -141,066 -22%
GFG
165
GR Financial Group
Arizona
$287M +$5.69M +9,641 +2%
LWMT
166
Legacy Wealth Management (Tennessee)
Tennessee
$285M -$3.53M -5,979 -1%
SA
167
Sanctuary Advisors
Indiana
$282M -$22.4M -37,900 -7%
SC
168
SummitTX Capital
Texas
$281M +$295M +500,000 New
HHGA
169
Halbert Hargrove Global Advisors
California
$280M -$3.64M -6,170 -1%
MGIA
170
Moneta Group Investment Advisors
Missouri
$279M +$12.3M +20,824 +4%
OWM
171
Orgel Wealth Management
Wisconsin
$274M +$19M +32,248 +7%
FWIA
172
Fort Washington Investment Advisors
Ohio
$273M +$30.2M +51,207 +12%
WFA
173
Wellspring Financial Advisors
Ohio
$271M -$3.04M -5,147 -1%
State Street
174
State Street
Massachusetts
$266M +$2.43M +4,123 +0.9%
HNB
175
Huntington National Bank
Ohio
$264M