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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
201
Marcum Wealth
Ohio
$176M +$4.43M +8,421 +3%
BBVA
202
Banco Bilbao Vizcaya Argentaria
Spain
$176M +$80.7M +153,504 +91%
AF
203
Apexium Financial
Texas
$173M +$12.3M +23,427 +8%
MSA
204
Mason Street Advisors
Wisconsin
$171M -$140M -266,300 -46%
ESL
205
Endurance Services Ltd
New York
$168M
LPT
206
Legacy Private Trust
Wisconsin
$167M +$1.13M +2,156 +0.7%
GFP
207
Gryphon Financial Partners
Ohio
$166M +$6.51M +12,375 +4%
BSB
208
Bangor Savings Bank
Maine
$166M +$2.46M +4,678 +2%
IMCOOI
209
Investment Management Corp of Ontario (IMCO)
Canada
$165M -$27.4M -52,100 -15%
Kovitz Investment Group Partners
210
Kovitz Investment Group Partners
Illinois
$163M +$126M +239,559 +413%
SWP
211
Stratos Wealth Partners
Ohio
$163M +$16.4M +31,234 +12%
Two Sigma Advisers
212
Two Sigma Advisers
New York
$161M +$8.52M +16,200 +6%
AI
213
Atria Investments
North Carolina
$161M -$28.9M -55,032 -16%
TFM
214
TFC Financial Management
Massachusetts
$160M -$863K -1,641 -0.6%
FTWA
215
Fifth Third Wealth Advisors
Ohio
$159M +$62.9M +119,670 +70%
RSWM
216
Robertson Stephens Wealth Management
California
$158M +$27.9M +53,087 +23%
BPA
217
Beacon Pointe Advisors
California
$158M -$12.1M -22,997 -7%
AC
218
Allstate Corporation
Illinois
$158M +$53M +100,850 +54%
VIA
219
Vantagepoint Investment Advisers
District of Columbia
$158M +$1.84M +3,500 +1%
GT
220
Glenview Trust
Kentucky
$157M +$1.93M +3,663 +1%
AWM
221
AE Wealth Management
Kansas
$157M -$15.1M -28,811 -9%
CIBC World Market
222
CIBC World Market
Ontario, Canada
$152M +$59.3M +112,865 +68%
3AM
223
3EDGE Asset Management
Florida
$152M -$4.01M -7,635 -3%
GC
224
Gilbert & Cook
Iowa
$152M -$8.8M -16,726 -6%
FIA
225
Foundations Investment Advisors
Arizona
$150M -$6.33M -12,040 -4%