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IES Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
201
Citizens Financial Group
Rhode Island
$364K -$8.84K -44 -2%
CFP
202
Comprehensive Financial Planning
Pennsylvania
$361K +$39.4K +196 +12%
JF
203
Jump Financial
Illinois
$360K +$372K +1,852 New
Canada Pension Plan Investment Board
204
Canada Pension Plan Investment Board
Ontario, Canada
$358K +$370K +1,840 New
SA
205
Sanctuary Advisors
Indiana
$352K +$102K +510 +39%
CA
206
Callahan Advisors
Texas
$350K -$40.2K -200 -10%
Vanguard Personalized Indexing Management
207
Vanguard Personalized Indexing Management
California
$349K +$40.6K +202 +13%
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$346K +$4.42K +22 +1%
SLAM
209
Swiss Life Asset Management
$340K +$351K +1,748 New
AI
210
Atria Investments
North Carolina
$333K -$12.5K -62 -3%
XF
211
XML Financial
Maryland
$331K +$121K +602 +55%
XT
212
XTX Topco
Cayman Islands
$328K +$339K +1,688 New
JCP
213
JB Capital Partners
New York
$327K
Capstone Investment Advisors
214
Capstone Investment Advisors
New York
$322K +$333K +1,658 New
AHL
215
Abel Hall LLC
Louisiana
$320K +$331K +1,646 New
CAM
216
Cresset Asset Management
Illinois
$317K +$327K +1,628 New
MML Investors Services
217
MML Investors Services
Massachusetts
$305K +$315K +1,568 New
AIP
218
Ameritas Investment Partners
Nebraska
$294K
IWS
219
Insight Wealth Strategies
California
$287K
CIBC Asset Management
220
CIBC Asset Management
Ontario, Canada
$287K +$40.6K +202 +16%
FFM
221
Forum Financial Management
Illinois
$286K
QCM
222
Quantinno Capital Management
New York
$286K +$76.8K +382 +35%
X
223
Xponance
Pennsylvania
$279K -$2.41K -12 -0.8%
ACM
224
Ayrshire Capital Management
Connecticut
$273K +$43K +214 +18%
RC
225
Rexford Capital
Texas
$272K +$40.2K +200 +17%