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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
376
Broadview Financial Management
Wisconsin
$13.1M +$12.8M +48,761 New
SMC
377
Smith, Moore & Co
Missouri
$13.1M -$260K -992 -2%
AIIMS
378
Analyst IMS Investment Management Services
Israel
$13.1M +$160K +611 +1%
GHCM
379
Glen Harbor Capital Management
California
$13.1M -$10.8M -41,344 -46%
SBA
380
Secrest Blakey & Associates
North Carolina
$13.1M +$12.7M +48,577 New
PBO
381
Peoples Bank (Ohio)
Ohio
$12.9M -$2.07M -7,899 -14%
ANB
382
Amarillo National Bank
Texas
$12.9M +$993K +3,791 +9%
SBL
383
Sargent Bickham Lagudis
Colorado
$12.8M +$11.4M +43,621 +1,074%
PSUF
384
People's United Financial
Connecticut
$12.7M -$15.7K -60 -0.1%
PI
385
PineBridge Investments
New York
$12.7M +$12.4M +47,330 New
RCAG
386
Rehmann Capital Advisory Group
Michigan
$12.7M -$269K -1,028 -2%
NAM
387
North American Management
Massachusetts
$12.6M +$9.97M +38,052 +437%
AAS
388
Annex Advisory Services
Wisconsin
$12.5M -$662K -2,528 -5%
EFSCE
389
Enterprise Financial Services Corp (EFSC)
Missouri
$12.4M +$27K +103 +0.2%
CFP
390
Cornerstone Financial Partners
North Carolina
$12.4M +$324K +1,238 +3%
RWMH
391
Riverpoint Wealth Management Holdings
Illinois
$12.3M -$196K -749 -2%
MWM
392
Modera Wealth Management
New Jersey
$12.3M -$232K -884 -2%
WCM
393
Weatherstone Capital Management
Colorado
$12.3M +$9.52M +36,358 +390%
SI
394
SII Investments
Wisconsin
$12.2M -$32.3M -123,505 -73%
SC
395
SouthState Corp
Florida
$12.2M -$511K -1,952 -4%
CWSR
396
Chessman Wealth Strategies RIA
Texas
$12.2M +$11.8M +45,236 New
BJL
397
Brighton Jones LLC
Washington
$12.1M -$234K -892 -2%
HT
398
Hefren-Tillotson
Pennsylvania
$12M +$988K +3,772 +9%
CGH
399
Crossmark Global Holdings
Texas
$11.8M -$418K -1,596 -3%
EWM
400
Evercore Wealth Management
New York
$11.6M -$1.19M -4,533 -9%
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16
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