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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
201
Ritholtz Wealth Management
New York
$356M -$37.2M -51,065 -10%
CAG
202
Crestwood Advisors Group
Massachusetts
$356M +$29.1M +39,931 +9%
BCI
203
Brinker Capital Investments
Pennsylvania
$352M +$26.4M +36,186 +8%
WFA
204
Wellspring Financial Advisors
Ohio
$347M +$43M +59,008 +15%
HCC
205
Hirtle Callaghan & Co
Pennsylvania
$334M -$4.73M -6,502 -1%
GAM
206
Gotham Asset Management
New York
$333M +$7.17M +9,840 +2%
CFG
207
Citizens Financial Group
Rhode Island
$332M -$3.6M -4,937 -1%
AAP
208
Arax Advisory Partners
Colorado
$325M +$219M +300,682 +225%
ZBNA
209
Zions Bancorporation, National Association
Utah
$325M +$7.25M +9,950 +2%
CA
210
Clearstead Advisors
Ohio
$325M -$2.84M -3,895 -0.9%
PCG
211
Prosperity Consulting Group
Maryland
$324M -$7.06M -9,699 -2%
SLF
212
Sun Life Financial
Ontario, Canada
$324M -$235K -323 -0.1%
FFA
213
Fragasso Financial Advisors
Pennsylvania
$319M +$853K +1,171 +0.3%
AI
214
Atria Investments
North Carolina
$317M +$129M +176,989 +72%
PA
215
Planning Alternatives
Michigan
$311M +$248K +340 +0.1%
LIA
216
LBMC Investment Advisors
Tennessee
$311M -$3.47M -4,769 -1%
AHSW
217
Adventist Health System West
California
$303M – – –
BNP Paribas Financial Markets
218
BNP Paribas Financial Markets
France
$301M -$281M -385,433 -49%
WT
219
Whittier Trust
California
$300M -$3.52M -4,829 -1%
ACM
220
Agave Capital Management
$298M -$149M -205,100 -34%
Allspring Global Investments
221
Allspring Global Investments
North Carolina
$298M -$24.9M -34,168 -8%
BCP
222
BSN Capital Partners
United Kingdom
$298M -$143M -196,070 -33%
IWC
223
Integrated Wealth Concepts
Massachusetts
$297M +$28.3M +38,893 +11%
NRI
224
NFP Retirement Inc
California
$295M -$53.8M -73,831 -16%
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$293M +$2.04M +2,801 +0.7%