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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
1126
Williams Jones Wealth Management
New York
$9.96M -$287K -546 -3%
RFP
1127
RCS Financial Planning
Maryland
$9.96M +$53.1K +101 +0.6%
SB
1128
Simmons Bank
Arkansas
$9.95M +$1.2M +2,277 +14%
AA
1129
Argent Advisors
Louisiana
$9.94M -$171K -326 -2%
MSFS
1130
Main Street Financial Solutions
Pennsylvania
$9.93M -$245K -466 -3%
AWM
1131
Ameliora Wealth Management
Switzerland
$9.91M +$6.21M +11,817 +188%
MWAM
1132
Manhattan West Asset Management
California
$9.9M -$5.13M -9,763 -35%
I2I
1133
Insight 2811 Inc
Illinois
$9.87M +$654K +1,244 +7%
YIA
1134
YHB Investment Advisors
Connecticut
$9.82M +$219K +416 +2%
NP
1135
NorthRock Partners
Minnesota
$9.8M -$2.38M -4,517 -20%
ARG
1136
Advisory Resource Group
Oklahoma
$9.8M -$96.2K -183 -1%
ACP
1137
Arcus Capital Partners
Georgia
$9.79M +$2.1K +4 +0%
PCS
1138
Private Client Services
Kentucky
$9.78M +$309K +587 +3%
FTUS
1139
Flow Traders U.S.
New York
$9.77M +$2.8M +5,325 +43%
MSA
1140
Marathon Strategic Advisors
Pennsylvania
$9.75M +$9.37M +17,822 New
SAM
1141
Silvercrest Asset Management
New York
$9.75M +$118K +225 +1%
SL
1142
Sentry LLC
Tennessee
$9.74M -$24.2K -46 -0.3%
CASB
1143
Cape Ann Savings Bank
Massachusetts
$9.73M +$1.62M +3,079 +21%
CF
1144
Copperwynd Financial
Arizona
$9.72M +$8.84M +16,805 +2,232%
EK
1145
Evensky & Katz
Florida
$9.68M -$11.6K -22 -0.1%
RDWM
1146
Red Door Wealth Management
Tennessee
$9.67M +$440K +837 +5%
WMA
1147
Wealth Management Associates
New Jersey
$9.63M – – –
WG
1148
Welch Group
Alabama
$9.63M -$2.63K -5 -0%
MD
1149
Money Design
Japan
$9.58M -$64.2K -122 -0.7%
AWA
1150
Aletheian Wealth Advisors
Washington
$9.56M – – –
44 45
46
47 48