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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1151
Simmons Bank
Arkansas
$10.5M +$6.12K +11 +0.1%
WF
1152
Welch & Forbes
Massachusetts
$10.4M +$1.15M +2,067 +13%
CCP
1153
Cassia Capital Partners
North Carolina
$10.3M -$417K -750 -4%
AM
1154
AGF Management
Ontario, Canada
$10.3M -$211K -380 -2%
TCM
1155
Telos Capital Management
California
$10.3M -$510K -918 -5%
MWAM
1156
Manhattan West Asset Management
California
$10.3M -$136K -245 -1%
NP
1157
NorthRock Partners
Minnesota
$10.3M -$51.2K -92 -0.5%
VCA
1158
Verdence Capital Advisors
Maryland
$10.3M +$187K +337 +2%
IAIM
1159
International Assets Investment Management
Florida
$10.2M +$1.47M +2,644 +17%
SAM
1160
Silvercrest Asset Management
New York
$10.2M -$32.8K -59 -0.3%
WMA
1161
Wealth Management Associates
New Jersey
$10.2M +$61.7K +111 +0.6%
WG
1162
Welch Group
Alabama
$10.2M +$23.9K +43 +0.2%
BWP
1163
Baldwin Wealth Partners
Massachusetts
$10.2M +$1.04M +1,874 +12%
SL
1164
Sentry LLC
Tennessee
$10.1M -$143K -258 -1%
RDWM
1165
Red Door Wealth Management
Tennessee
$10.1M -$82.3K -148 -0.8%
SWP
1166
Summit Wealth Partners
Florida
$10.1M +$702K +1,262 +8%
HI
1167
Horizon Investments
North Carolina
$10.1M -$1.11M -2,005 -10%
MD
1168
Money Design
Japan
$10.1M -$17.2K -31 -0.2%
HAC
1169
Harbor Advisory Corp
New Hampshire
$10.1M +$211K +379 +2%
SOS
1170
Silver Oak Securities
Tennessee
$10.1M +$522K +939 +6%
SWA
1171
Sax Wealth Advisors
New Jersey
$10M +$1.08M +1,951 +13%
WJWM
1172
Williams Jones Wealth Management
New York
$10M -$459K -826 -5%
AIA
1173
Alera Investment Advisors
Illinois
$9.94M +$135K +242 +1%
EK
1174
Evensky & Katz
Florida
$9.93M -$260K -467 -3%
WP
1175
WMS Partners
Maryland
$9.91M +$197K +354 +2%
45 46
47
48 49