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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
176
Marcum Wealth
Ohio
$144M +$7.41M +16,563 +5%
3AM
177
3EDGE Asset Management
Florida
$142M -$1.2M -2,676 -0.8%
WA
178
Waverly Advisors
Alabama
$141M +$24.5M +54,796 +20%
OIA
179
OneDigital Investment Advisors
Kansas
$140M -$47.2M -105,509 -24%
SPC
180
Sigma Planning Corp
Michigan
$139M -$2.69M -6,013 -2%
BBHC
181
Brown Brothers Harriman & Co
New York
$137M +$17.8M +39,880 +14%
HW
182
Hancock Whitney
Mississippi
$136M +$11.2M +25,054 +9%
Lazard Asset Management
183
Lazard Asset Management
New York
$135M +$79.2K +177 +0.1%
Sumitomo Mitsui Trust Group
184
Sumitomo Mitsui Trust Group
Japan
$134M +$32.7M +73,013 +31%
RWM
185
Ritholtz Wealth Management
New York
$132M +$2.04M +4,555 +2%
GC
186
Gilbert & Cook
Iowa
$131M +$1.92M +4,287 +1%
RWM
187
RKL Wealth Management
Pennsylvania
$131M +$4.9M +10,958 +4%
FIA
188
Foundations Investment Advisors
Arizona
$131M +$9.74M +21,783 +8%
LPT
189
Legacy Private Trust
Wisconsin
$130M -$1.58M -3,526 -1%
AF
190
Apexium Financial
Texas
$127M +$3.99M +8,921 +3%
FIB
191
First Interstate Bank
Montana
$125M +$786K +1,758 +0.6%
FWIA
192
Fort Washington Investment Advisors
Ohio
$124M +$29M +64,735 +29%
IWP
193
Icon Wealth Partners
Texas
$124M +$28.4M +63,440 +28%
GFP
194
Gryphon Financial Partners
Ohio
$123M -$5.79M -12,954 -4%
TFM
195
TFC Financial Management
Massachusetts
$122M +$1.82M +4,067 +1%
PAG
196
Private Advisor Group
New Jersey
$121M -$7.41M -16,559 -6%
GT
197
Glenview Trust
Kentucky
$121M -$1.32M -2,954 -1%
BSB
198
Bangor Savings Bank
Maine
$119M -$520K -1,162 -0.4%
DLIC
199
Daido Life Insurance Company
Japan
$117M – – –
SWM
200
Spire Wealth Management
Virginia
$116M +$7.75M +17,330 +7%