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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
351
Smith, Moore & Co
Missouri
$12.6M +$106K +425 +0.9%
MM
352
Meridian Management
Arkansas
$12.4M +$1.14M +4,610 +10%
AAS
353
Annex Advisory Services
Wisconsin
$12.4M +$1.25M +5,039 +11%
RCAG
354
Rehmann Capital Advisory Group
Michigan
$12.2M +$444K +1,788 +4%
AIIMS
355
Analyst IMS Investment Management Services
Israel
$12.1M – – –
EWM
356
Evercore Wealth Management
New York
$12.1M -$400K -1,611 -3%
PSUF
357
People's United Financial
Connecticut
$12M -$11.4K -46 -0.1%
SC
358
SouthState Corp
Florida
$12M +$9.93K +40 +0.1%
RWMH
359
Riverpoint Wealth Management Holdings
Illinois
$11.9M -$27.6K -111 -0.2%
MWM
360
Modera Wealth Management
New Jersey
$11.8M -$10.2K -41 -0.1%
PWS
361
Paragon Wealth Strategies
Florida
$11.7M +$474K +1,908 +4%
FNT
362
First National Trust
Pennsylvania
$11.7M -$50.4K -203 -0.4%
EFSCE
363
Enterprise Financial Services Corp (EFSC)
Missouri
$11.7M -$208K -839 -2%
BJL
364
Brighton Jones LLC
Washington
$11.6M -$919K -3,702 -7%
CGH
365
Crossmark Global Holdings
Texas
$11.5M +$11.3M +45,622 New
MCWS
366
McKinley Carter Wealth Services
West Virginia
$11.4M +$752K +3,027 +7%
CFP
367
Cornerstone Financial Partners
North Carolina
$11.3M +$668K +2,691 +6%
SPIA
368
Steward Partners Investment Advisory
New York
$11.2M -$586K -2,359 -5%
ANB
369
Amarillo National Bank
Texas
$11.1M +$326K +1,313 +3%
B
370
Bailard
California
$11.1M -$64.6K -260 -0.6%
ZIG
371
Zurich Insurance Group
Switzerland
$11M -$961K -3,870 -8%
MMA
372
Miracle Mile Advisors
California
$10.9M -$442K -1,780 -4%
RI
373
RPTC Inc
Wyoming
$10.8M +$10.6M +42,763 New
NG
374
NatWest Group
United Kingdom
$10.7M +$507K +2,041 +5%
AA
375
Advisory Alpha
Michigan
$10.7M -$3.37M -13,578 -25%
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