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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFC
301
First Commonwealth Financial Corp
Pennsylvania
$61.3M -$2.23M -5,556 -4%
RSWM
302
Robertson Stephens Wealth Management
California
$60.6M -$633K -1,578 -1%
SFS
303
Summit Financial Strategies
Ohio
$60.3M -$501K -1,250 -0.8%
IAN
304
Integrated Advisors Network
Texas
$60.1M +$282K +704 +0.5%
BBA
305
BLB&B Advisors
Pennsylvania
$59.9M -$2.31M -5,759 -4%
GW
306
GW & Wade
Massachusetts
$59.6M +$3.64M +9,075 +7%
CFO
307
Callan Family Office
Pennsylvania
$59.6M +$10.1M +25,124 +21%
SAF
308
Smith Anglin Financial
Texas
$59.3M +$36.5M +90,961 +171%
CIM
309
CIM Investment Management
Pennsylvania
$58.8M -$4.11M -10,243 -7%
CWM
310
Curi Wealth Management
North Carolina
$58.2M -$972K -2,424 -2%
WTC
311
WhitTier Trust Company
Nevada
$58.2M +$740K +1,847 +1%
SW
312
SteelPeak Wealth
California
$57.8M +$1.36M +3,383 +2%
DWM
313
Destination Wealth Management
California
$57.8M +$147K +366 +0.3%
APCM
314
Alaska Permanent Capital Management
Alaska
$57.3M +$2.06M +5,129 +4%
BFPW
315
BOK Financial Private Wealth
Colorado
$57.2M -$1.38M -3,431 -2%
MFG
316
Merit Financial Group
Georgia
$57M +$3.71M +9,266 +7%
PRA
317
Pine Ridge Advisers
New York
$56.9M – – –
ANB
318
Amarillo National Bank
Texas
$56.5M -$1.44M -3,601 -3%
KWMG
319
King Wealth Management Group
Florida
$56.4M +$1.31M +3,267 +2%
ANTB
320
AMG National Trust Bank
Colorado
$56.4M -$1.74M -4,335 -3%
SYBT
321
Stock Yards Bank & Trust
Kentucky
$56.1M +$408K +1,017 +0.8%
UW
322
Unique Wealth
Florida
$56M +$6.36M +15,861 +13%
VFIC
323
Valley Forge Investment Consultants
Pennsylvania
$55.9M -$489K -1,219 -0.9%
AFS
324
Amtrust Financial Services
New York
$55.8M -$10M -25,000 -16%
WCF
325
West Coast Financial
California
$55.7M -$8.32M -20,749 -13%
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