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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
251
First Foundation Advisors
California
$141M +$2.62M +4,711 +2%
GC
252
Grimes & Company
Massachusetts
$138M +$931K +1,674 +0.7%
JSTA
253
Japan Science & Technology Agency
Japan
$137M – – –
BOH
254
Bank of Hawaii
Hawaii
$135M +$644K +1,159 +0.5%
SSB
255
Sandy Spring Bank
Maryland
$135M +$64.5K +116 +0%
MFIM
256
Mesirow Financial Investment Management
Illinois
$134M +$1.7M +3,053 +1%
GAM
257
Gotham Asset Management
New York
$133M +$309K +556 +0.2%
CB
258
Commerce Bank
Missouri
$132M +$211K +379 +0.2%
PP
259
Pegasus Partners
Wisconsin
$132M +$2.85M +5,117 +2%
PFM
260
Phillips Financial Management
Indiana
$132M -$89K -160 -0.1%
FSWA
261
Financial Synergies Wealth Advisors
Texas
$131M +$1.56M +2,797 +1%
LGWM
262
Litman Gregory Wealth Management
California
$131M -$532K -957 -0.4%
HFBOT
263
Home Federal Bank of Tennessee
Tennessee
$131M -$753K -1,354 -0.6%
FIA
264
Foundations Investment Advisors
Arizona
$130M -$26.4M -47,428 -17%
LBC
265
Lowe Brockenbrough & Co
Virginia
$130M +$27.8M +50,021 +28%
ASN
266
Advisory Services Network
Georgia
$130M – – –
AWM
267
Apollon Wealth Management
South Carolina
$130M +$5.94M +10,688 +5%
SWM
268
Spire Wealth Management
Virginia
$130M -$8.85M -15,910 -7%
RIS
269
Retirement Income Solutions
Michigan
$129M +$2.46M +4,417 +2%
BBA
270
BLB&B Advisors
Pennsylvania
$129M +$12.4M +22,301 +11%
FNBT
271
FineMark National Bank & Trust
Florida
$128M +$356K +641 +0.3%
RSWM
272
Robertson Stephens Wealth Management
California
$127M -$38M -68,366 -24%
OIA
273
OneDigital Investment Advisors
Kansas
$126M -$3.38M -6,080 -3%
RI
274
RPTC Inc
Wyoming
$126M -$4.1M -7,367 -3%
PWM
275
Perigon Wealth Management
California
$125M -$910K -1,637 -0.7%
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