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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
301
Cambridge Associates
Massachusetts
$13.6M +$8.6M +36,755 +179%
CL
302
Choreo LLC
Illinois
$13.6M +$689K +2,947 +5%
PBO
303
Peoples Bank (Ohio)
Ohio
$13.5M +$89.3K +382 +0.7%
LGWM
304
Litman Gregory Wealth Management
California
$13.5M +$1.24M +5,301 +10%
WTC
305
WhitTier Trust Company
Nevada
$13.3M -$85.4K -365 -0.6%
TG
306
Threshold Group
Washington
$13.1M +$1.3M +5,551 +11%
AGA
307
Accuvest Global Advisors
Utah
$12.9M +$8.54M +36,524 +205%
GLA
308
Good Life Advisors
Pennsylvania
$12.8M +$1.32M +5,660 +12%
CA
309
Cornerstone Advisory
Maryland
$12.7M +$51K +218 +0.4%
CIR
310
Clear Investment Research
Georgia
$12.5M +$157K +673 +1%
PFO
311
Pathstone Family Office
New Jersey
$12.4M +$2.11M +9,028 +21%
MGIA
312
Moneta Group Investment Advisors
Missouri
$12.4M +$1.55M +6,614 +15%
AIIMS
313
Analyst IMS Investment Management Services
Israel
$12.3M -$3.01M -12,871 -20%
BJL
314
Brighton Jones LLC
Washington
$12.2M +$9.45M +40,385 +361%
RCAG
315
Rehmann Capital Advisory Group
Michigan
$12M -$591K -2,525 -5%
CIA
316
Capital Investment Advisors
Georgia
$12M +$287K +1,228 +2%
EMA
317
Efficient Market Advisors
California
$12M +$6.15M +26,283 +109%
WCM
318
Windsor Capital Management
Arizona
$11.8M +$1.13M +4,843 +11%
PHAM
319
Palisades Hudson Asset Management
Florida
$11.8M +$221K +944 +2%
EWM
320
Evercore Wealth Management
New York
$11.5M +$1.63M +6,968 +17%
IH
321
IFC Holdings
Florida
$11.4M +$2.73M +11,663 +32%
SC
322
SouthState Corp
Florida
$11.2M -$304K -1,298 -3%
RWMH
323
Riverpoint Wealth Management Holdings
Illinois
$11.2M -$96.1K -411 -0.9%
EFSCE
324
Enterprise Financial Services Corp (EFSC)
Missouri
$11.2M +$407K +1,740 +4%
SMC
325
Smith, Moore & Co
Missouri
$11.2M -$27.4K -117 -0.2%
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