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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
201
Steele Capital Management
Iowa
$172M +$10.3M +20,657 +7%
AWM
202
AE Wealth Management
Kansas
$166M -$203M -405,438 -56%
MW
203
Marcum Wealth
Ohio
$165M -$18.2M -36,274 -10%
BPA
204
Beacon Pointe Advisors
California
$164M -$2.19M -4,383 -1%
PAG
205
Private Advisor Group
New Jersey
$162M +$9.56M +19,113 +7%
ESL
206
Endurance Services Ltd
New York
$161M
LPT
207
Legacy Private Trust
Wisconsin
$160M -$13.6M -27,216 -8%
Daiwa Securities Group
208
Daiwa Securities Group
Japan
$159M +$53.8M +107,543 +59%
OIA
209
OneDigital Investment Advisors
Kansas
$157M -$11.1M -22,126 -7%
BSB
210
Bangor Savings Bank
Maine
$157M +$4.15M +8,294 +3%
AHSSHC
211
Adventist Health System Sunbelt Healthcare Corp
Florida
$156M +$20.6M +41,088 +16%
TFM
212
TFC Financial Management
Massachusetts
$155M +$1.75M +3,493 +1%
GC
213
Gilbert & Cook
Iowa
$154M -$3.06M -6,120 -2%
AF
214
Apexium Financial
Texas
$154M -$1.91M -3,822 -1%
WFA
215
Wellspring Financial Advisors
Ohio
$154M +$118M +236,704 +428%
GFP
216
Gryphon Financial Partners
Ohio
$153M +$4.38M +8,746 +3%
SHJ
217
Sharkey, Howes & Javer
Colorado
$153M -$497K -993 -0.3%
FIA
218
Foundations Investment Advisors
Arizona
$150M -$57.1M -114,077 -29%
3AM
219
3EDGE Asset Management
Florida
$150M -$9.03M -18,051 -6%
VIA
220
Vantagepoint Investment Advisers
District of Columbia
$150M -$95.6M -191,040 -40%
GT
221
Glenview Trust
Kentucky
$149M -$807K -1,612 -0.6%
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148M +$46.2M +92,260 +49%
Two Sigma Advisers
223
Two Sigma Advisers
New York
$147M -$50.8M -101,600 -27%
BC
224
Bricktown Capital
Michigan
$145M -$9.32M -18,628 -6%
SNB
225
Security National Bank
Nebraska
$143M +$133M +266,079 +4,063%