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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1151
Arrien Investments
Idaho
$9.39M -$455K -910 -5%
SL
1152
Sentry LLC
Tennessee
$9.38M -$65K -130 -0.7%
EK
1153
Evensky & Katz
Florida
$9.31M -$427K -853 -5%
MD
1154
Money Design
Japan
$9.27M +$763K +1,525 +9%
WG
1155
Welch Group
Alabama
$9.25M -$3.68M -7,347 -29%
SAM
1156
Silvercrest Asset Management
New York
$9.25M -$355K -710 -4%
PI
1157
Pachira Investments
California
$9.25M -$759K -1,516 -8%
KWA
1158
Kingswood Wealth Advisors
California
$9.22M +$600K +1,200 +7%
YIA
1159
YHB Investment Advisors
Connecticut
$9.22M +$76.6K +153 +0.9%
GFG
1160
Goldstone Financial Group
Illinois
$9.2M +$1.54M +3,079 +21%
AWA
1161
Aletheian Wealth Advisors
Washington
$9.19M -$28.5K -57 -0.3%
AIA
1162
Armor Investment Advisors
North Carolina
$9.15M +$2.71M +5,424 +45%
LIM
1163
Leavell Investment Management
Alabama
$9.1M +$7K +14 +0.1%
PCS
1164
Private Client Services
Kentucky
$9.09M +$2.59M +5,184 +43%
PPC
1165
Park Place Capital
Alabama
$9M +$62.5K +125 +0.7%
MWM
1166
Maripau Wealth Management
Indiana
$8.94M -$1.06M -2,116 -11%
EP
1167
Edgestream Partners
New Jersey
$8.94M +$2.94M +5,883 +53%
CRI
1168
Commonwealth Retirement Investments
Virginia
$8.9M -$1.03M -2,058 -11%
RDWM
1169
Red Door Wealth Management
Tennessee
$8.85M +$2K +4 +0%
BWM
1170
Boyd Wealth Management
California
$8.85M -$79.1K -158 -0.9%
NFC
1171
Northeast Financial Consultants
Connecticut
$8.83M +$492K +983 +6%
I2I
1172
Insight 2811 Inc
Illinois
$8.83M +$1.21M +2,419 +17%
MWM
1173
MBE Wealth Management
Wisconsin
$8.81M -$32.7M -65,448 -80%
CCT
1174
Chemung Canal Trust
New York
$8.8M -$1.08M -2,162 -11%
MWM
1175
MinichMacGregor Wealth Management
New York
$8.78M -$83.1K -166 -1%
45 46
47
48 49