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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CTI
1226
Community Trust & Investment
Kentucky
$4.11M +$4.13M +10,700 New
RFP
1227
RCS Financial Planning
Maryland
$4.11M +$4.12M +10,686 New
SWP
1228
Semus Wealth Partners
Florida
$4.11M +$4.12M +10,686 New
CAM
1229
Congress Asset Management
Massachusetts
$4.09M +$3.69M +9,556 +868%
TFCP
1230
Twin Focus Capital Partners
Massachusetts
$4.09M +$21.2K +55 +0.5%
PFWA
1231
Paces Ferry Wealth Advisors
Georgia
$4.09M -$57.5K -149 -1%
PAMS
1232
Pictet Asset Management (Switzerland)
Switzerland
$4.06M +$885K +2,294 +28%
CPW
1233
Catalyst Private Wealth
California
$4.06M +$1.68M +4,350 +70%
REMPR
1234
Roof Eidam Maycock Peralta (REMP)
California
$4.05M +$2.28M +5,898 +127%
DA
1235
Doliver Advisors
Texas
$4.04M -$924K -2,395 -19%
SIC
1236
Shoker Investment Counsel
Ohio
$4.04M -$2.41M -6,240 -37%
SFG
1237
Sage Financial Group
Pennsylvania
$4.03M -$10K -26 -0.2%
BCA
1238
Bray Capital Advisors
Florida
$4.03M -$326K -844 -7%
AAM
1239
Autus Asset Management
Arizona
$4.03M +$1.37M +3,555 +51%
MPCG
1240
Matrix Private Capital Group
New York
$4.02M -$40.1K -104 -1%
WB
1241
West Bancorporation
Iowa
$4.01M -$545K -1,413 -12%
TSWM
1242
Tyler-Stone Wealth Management
Ohio
$3.99M -$47.9K -124 -1%
SW
1243
Simplicity Wealth
New Jersey
$3.98M +$3.51M +9,108 +723%
SC
1244
Steph & Co
Wisconsin
$3.98M +$7.72K +20 +0.2%
MWPCG
1245
Measured Wealth Private Client Group
New Hampshire
$3.98M +$106K +274 +3%
AFS
1246
Access Financial Services
Minnesota
$3.96M +$719K +1,864 +22%
HIM
1247
Hanlon Investment Management
New Jersey
$3.95M +$95.3K +247 +2%
QPWM
1248
Quadrant Private Wealth Management
Pennsylvania
$3.94M +$3.95M +10,245 New
WP
1249
Westmount Partners
California
$3.92M +$3.94M +10,204 New
D
1250
Dentgroup
Louisiana
$3.91M +$957K +2,481 +32%
48 49
50
51 52