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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
$12.7M -$118K -434 -0.9%
PI
377
PineBridge Investments
New York
$12.7M -$190K -700 -1%
PBO
378
Peoples Bank (Ohio)
Ohio
$12.7M -$199K -731 -2%
MWPCG
379
Measured Wealth Private Client Group
New Hampshire
$12.7M +$12.6M +46,444 New
FC
380
Fulcrum Capital
Washington
$12.6M -$710K -2,611 -5%
GI
381
Gradient Investments
Minnesota
$12.5M -$1.36M -5,009 -10%
SBA
382
Secrest Blakey & Associates
North Carolina
$12.4M +$495K +1,820 +4%
RWMH
383
Riverpoint Wealth Management Holdings
Illinois
$12.3M -$135K -495 -1%
SBL
384
Sargent Bickham Lagudis
Colorado
$12.3M +$1.7M +6,256 +16%
ANB
385
Amarillo National Bank
Texas
$12.2M -$845K -3,106 -6%
SWA
386
SFMG Wealth Advisors
Texas
$12.2M -$207K -762 -2%
FWM
387
FFT Wealth Management
Pennsylvania
$12.2M +$601K +2,208 +5%
PMFA
388
Plante Moran Financial Advisors
Michigan
$12.1M +$444K +1,633 +4%
SC
389
SouthState Corp
Florida
$12.1M +$113K +416 +0.9%
CA
390
Clearstead Advisors
Ohio
$12.1M -$311K -1,144 -3%
ZIG
391
Zurich Insurance Group
Switzerland
$12M +$340K +1,249 +3%
CS
392
Credit Suisse
Switzerland
$11.9M -$6.45M -23,724 -35%
SS
393
Simplicity Solutions
Minnesota
$11.8M +$1.62M +5,958 +16%
TCM
394
Towercrest Capital Management
Pennsylvania
$11.8M +$583K +2,143 +5%
AFG
395
Arkansas Financial Group
Arkansas
$11.7M +$116K +427 +1%
CHA
396
Cedar Hill Associates
Illinois
$11.7M +$2.78M +10,205 +31%
NG
397
NatWest Group
United Kingdom
$11.7M -$18K -66 -0.2%
RCAG
398
Rehmann Capital Advisory Group
Michigan
$11.7M -$1.02M -3,758 -8%
IFAM
399
Institutional & Family Asset Management
Colorado
$11.7M +$2.28M +8,386 +24%
BJL
400
Brighton Jones LLC
Washington
$11.7M -$317K -1,166 -3%
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