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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1126
Chicago Capital
Illinois
$11.1M +$535K +963 +5%
SS
1127
Sound Stewardship
Kansas
$11.1M +$118K +213 +1%
BHWM
1128
Beaird Harris Wealth Management
Texas
$11M +$261K +470 +3%
MPM
1129
Meritage Portfolio Management
Kansas
$11M +$145K +260 +1%
GWM
1130
Greenhouse Wealth Management
Connecticut
$11M +$30K +54 +0.3%
IA
1131
IFG Advisory
Georgia
$11M -$1.24M -2,239 -11%
CWM
1132
Connecticut Wealth Management
Connecticut
$11M +$67.3K +121 +0.6%
I2I
1133
Insight 2811 Inc
Illinois
$10.9M +$443K +797 +4%
CF
1134
Copperwynd Financial
Arizona
$10.9M +$710K +1,277 +7%
SHFA
1135
SC&H Financial Advisors
Maryland
$10.9M -$102K -183 -1%
HT
1136
Headlands Technologies
Illinois
$10.9M +$5.3M +9,526 +103%
MSFS
1137
Main Street Financial Solutions
Pennsylvania
$10.8M +$352K +633 +3%
MCWA
1138
Meadow Creek Wealth Advisors
Georgia
$10.8M +$3.09M +5,565 +42%
WMP
1139
Wealth Management Partners
Arizona
$10.8M -$1.03M -1,857 -9%
MOS
1140
MGO One Seven
Ohio
$10.8M -$311K -560 -3%
TBC
1141
Ted Buchan & Co
California
$10.8M +$3.1M +5,580 +43%
VWM
1142
Venturi Wealth Management
Texas
$10.8M -$265K -477 -2%
MIA
1143
Milestone Investment Advisors
Wisconsin
$10.7M +$1.92M +3,461 +23%
YIA
1144
YHB Investment Advisors
Connecticut
$10.7M +$348K +626 +3%
PAMG
1145
Patton Albertson Miller Group
Tennessee
$10.7M +$188K +338 +2%
SFI
1146
SPC Financial Inc
Maryland
$10.7M +$1.02M +1,837 +11%
RWP
1147
Revolve Wealth Partners
New Jersey
$10.6M -$84.5K -152 -0.8%
WPC
1148
Waters Parkerson & Co
Louisiana
$10.6M +$3.62M +6,517 +55%
ANBT
1149
American National Bank & Trust
Texas
$10.5M -$313K -563 -3%
SB
1150
Simmons Bank
Arkansas
$10.5M +$6.12K +11 +0.1%
44 45
46
47 48