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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
201
SummitTX Capital
Texas
$257M -$68.5M -106,300 -22%
GAM
202
Gotham Asset Management
New York
$256M +$71.2M +110,527 +41%
PAG
203
Private Advisor Group
New Jersey
$255M +$14.5M +22,484 +6%
RWM
204
RKL Wealth Management
Pennsylvania
$254M -$7.6M -11,801 -3%
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$254M -$9.26M -14,374 -4%
HW
206
Hancock Whitney
Mississippi
$254M -$766K -1,190 -0.3%
SCM
207
Steele Capital Management
Iowa
$251M +$936K +1,454 +0.4%
HFS
208
Hantz Financial Services
Michigan
$249M +$42.4M +65,830 +21%
AA
209
Ashford Advisors
New York
$249M -$17M -26,348 -7%
PCG
210
Prosperity Consulting Group
Maryland
$248M +$150M +232,467 +168%
DLIC
211
Daido Life Insurance Company
Japan
$248M +$11.7M +18,106 +5%
BP
212
Ballentine Partners
Massachusetts
$244M -$1.86M -2,881 -0.8%
AIIMS
213
Analyst IMS Investment Management Services
Israel
$242M
Wellington Management Group
214
Wellington Management Group
Massachusetts
$238M -$177K -275 -0.1%
JFA
215
JNBA Financial Advisors
Minnesota
$236M +$72M +111,870 +46%
TFO
216
Tarbox Family Office
California
$235M -$16.5M -25,677 -7%
Victory Capital Management
217
Victory Capital Management
Texas
$235M -$23.1M -35,910 -9%
Allspring Global Investments
218
Allspring Global Investments
North Carolina
$232M -$159M -247,411 -42%
BBVA
219
Banco Bilbao Vizcaya Argentaria
Spain
$231M +$145M +224,494 +185%
SWP
220
Stratos Wealth Partners
Ohio
$227M +$11.5M +17,796 +6%
SAM
221
Securian Asset Management
Minnesota
$224M +$196M +303,800 +977%
TFM
222
TFC Financial Management
Massachusetts
$224M -$26.4K -41 -0%
ESL
223
Endurance Services Ltd
New York
$222M +$214M +332,351 New
LPT
224
Legacy Private Trust
Wisconsin
$220M +$39.3K +61 +0%
GS
225
GTS Securities
Florida
$217M +$151M +235,061 +265%