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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
526
4J Wealth Management
Virginia
$19.3M +$18.3M +51,303 New
CFGF
527
Compass Financial Group (Florida)
Florida
$19.2M +$505K +1,419 +3%
TA
528
Tectonic Advisors
Texas
$19M +$18M +50,656 New
BCM
529
BTC Capital Management
Iowa
$18.9M +$2.91M +8,186 +19%
WAAG
530
Wealth Alliance Advisory Group
Kansas
$18.8M -$2.34M -6,570 -12%
GCA
531
Gradient Capital Advisors
California
$18.8M -$1.11M -3,128 -6%
ATC
532
Argent Trust Co
Tennessee
$18.8M +$3.09M +8,694 +21%
QCG
533
Quadrant Capital Group
Ohio
$18.8M -$76.5K -215 -0.4%
DA
534
Doliver Advisors
Texas
$18.8M -$9.9M -27,817 -36%
WHG
535
Westwood Holdings Group
Texas
$18.7M -$4.49M -12,607 -20%
CWG
536
Cornerstone Wealth Group
North Carolina
$18.7M -$1.02M -2,853 -5%
RPC
537
Rossmore Private Capital
Connecticut
$18.4M +$1.38M +3,866 +9%
BA
538
Ballew Advisors
Mississippi
$18.3M -$266K -747 -2%
EAM
539
Erste Asset Management
Austria
$18.3M -$2.71M -7,600 -13%
EWM
540
Evermay Wealth Management
Virginia
$18.2M +$391K +1,098 +2%
AFG
541
Arkansas Financial Group
Arkansas
$18.1M +$183K +515 +1%
BWCS
542
Beirne Wealth Consulting Services
Connecticut
$18M -$47K -132 -0.3%
SBL
543
Sargent Bickham Lagudis
Colorado
$17.9M -$7.68M -21,565 -31%
KCM
544
Kanawha Capital Management
Virginia
$17.8M +$441K +1,238 +3%
WCM
545
Windsor Capital Management
Arizona
$17.7M -$1.02M -2,854 -6%
RA
546
Riverstone Advisors
Texas
$17.7M -$531K -1,492 -3%
SXL
547
Summit X LLC
Missouri
$17.6M +$16.7M +46,833 New
CA
548
Clearstead Advisors
Ohio
$17.6M +$768K +2,157 +5%
K
549
Kemper
Illinois
$17.5M – – –
SMH
550
Sanders Morris Harris
Texas
$17.4M +$14.5M +40,692 +807%
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