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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
176
Capstone Investment Advisors
New York
$200M +$190M +380,001 New
DWA
177
Divergent Wealth Advisors
Utah
$199M -$44.8M -89,537 -19%
FMII
178
Farmers & Merchants Investments Inc
Nebraska
$198M +$2.95M +5,892 +2%
Wellington Management Group
179
Wellington Management Group
Massachusetts
$195M -$3.36M -6,720 -2%
William Blair & Company
180
William Blair & Company
Illinois
$193M +$7.55M +15,098 +4%
IWC
181
Integrated Wealth Concepts
Massachusetts
$192M +$2.19M +4,377 +1%
OWM
182
Orgel Wealth Management
Wisconsin
$189M +$70M +139,866 +64%
NMIMC
183
Northwestern Mutual Investment Management Company
Wisconsin
$187M -$175M -350,400 -50%
CFG
184
Citizens Financial Group
Rhode Island
$187M -$63.5K -127 -0%
IMCOOI
185
Investment Management Corp of Ontario (IMCO)
Canada
$186M -$3.05M -6,100 -2%
AL
186
Aspiriant LLC
California
$186M +$102M +203,445 +135%
RWM
187
RKL Wealth Management
Pennsylvania
$186M +$12.1M +24,218 +7%
Mitsubishi UFJ Trust & Banking
188
Mitsubishi UFJ Trust & Banking
Japan
$185M +$8.36M +16,710 +5%
DLIC
189
Daido Life Insurance Company
Japan
$185M
WSTAM
190
Wilbanks Smith & Thomas Asset Management
Virginia
$184M -$4.07M -8,143 -2%
AI
191
Atria Investments
North Carolina
$184M -$28.9M -57,757 -14%
HW
192
Hancock Whitney
Mississippi
$183M -$225K -449 -0.1%
LW
193
Linscomb Wealth
Texas
$181M -$1.05M -2,097 -0.6%
FIB
194
First Interstate Bank
Montana
$181M -$2.3M -4,590 -1%
RWM
195
Ritholtz Wealth Management
New York
$178M +$1.76M +3,510 +1%
SPC
196
Sigma Planning Corp
Michigan
$178M +$94.1M +188,068 +125%
Lazard Asset Management
197
Lazard Asset Management
New York
$177M +$1.66M +3,315 +1%
SPIA
198
Steward Partners Investment Advisory
New York
$175M -$13.5M -26,910 -7%
VC
199
Vicus Capital
Pennsylvania
$174M +$2.82M +5,640 +2%
HTC
200
Haverford Trust Company
Pennsylvania
$173M -$70.9M -141,768 -30%