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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
3176
Charles Schwab Investment Advisory
California
– -$1.25M -2,369 Closed
FMI
3177
Fiduciary Management Inc
Wisconsin
– -$1.23M -2,340 Closed
EMAM
3178
Encompass More Asset Management
California
– -$973K -1,851 Closed
SIAS
3179
Summit Investment Advisory Services
Minnesota
– -$954K -1,815 Closed
ACM
3180
AUA Capital Management
Pennsylvania
– -$765K -1,454 Closed
OFS
3181
OneAscent Financial Services
Alabama
– -$700K -1,332 Closed
TFG
3182
Tilson Financial Group
New Jersey
– -$626K -1,190 Closed
CI
3183
CPR Investments
Michigan
– -$613K -1,166 Closed
WA
3184
Wealthstar Advisors
Texas
– -$587K -1,117 Closed
RCM
3185
Radnor Capital Management
Pennsylvania
– -$527K -1,002 Closed
AMG
3186
Advisors Management Group
Wisconsin
– -$517K -984 Closed
NSB
3187
Norway Savings Bank
Maine
– -$510K -971 Closed
RWM
3188
Revisor Wealth Management
Ohio
– -$378K -753 Closed
XT
3189
XTX Topco
Cayman Islands
– -$371K -705 Closed
KFG
3190
Kingdom Financial Group
Arizona
– -$347K -660 Closed
TW
3191
Towerpoint Wealth
California
– -$346K -658 Closed
RCM
3192
RB Capital Management
Nevada
– -$329K -626 Closed
MA
3193
Mezzasalma Advisors
New Jersey
– -$320K -608 Closed
TSWM
3194
Triangle Securities Wealth Management
North Carolina
– -$319K -606 Closed
PIWA
3195
Prevail Innovative Wealth Advisors
Kansas
– -$318K -605 Closed
BMM
3196
Berkshire Money Management
Massachusetts
– -$299K -568 Closed
CAP
3197
Columbia Advisory Partners
Washington
– -$292K -555 Closed
SIAP
3198
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$289K -550 Closed
CVA
3199
Central Valley Advisors
California
– -$284K -542 Closed
HIA
3200
HTG Investment Advisors
Connecticut
– -$264K -503 Closed
126 127
128
129 130