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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
376
Harfst & Associates
Wyoming
$45.7M -$191K -476 -0.4%
UOMF
377
University of Massachusetts Foundation
Massachusetts
$45.3M – – –
RWP
378
RWA Wealth Partners
Massachusetts
$45.2M -$966K -2,409 -2%
SFS
379
Sowell Financial Services
Arkansas
$44.9M -$7.02M -17,503 -14%
KPWG
380
KFA Private Wealth Group
Virginia
$44.3M +$2.01M +5,024 +5%
IWM
381
Integris Wealth Management
California
$44.1M +$478K +1,193 +1%
OC
382
Oppenheimer & Co
New York
$43.9M -$829K -2,067 -2%
AL
383
Aspiriant LLC
California
$43.8M +$1.14M +2,837 +3%
PIM
384
Parker Investment Management
California
$43.8M -$562K -1,403 -1%
AIP
385
Ameritas Investment Partners
Nebraska
$43.7M +$1M +2,504 +2%
WA
386
Wealth Alliance
New York
$43.4M +$507K +1,265 +1%
ST
387
Smithfield Trust
Pennsylvania
$43.3M -$101K -251 -0.2%
UOWF
388
University of Wisconsin Foundation
Wisconsin
$43.3M +$42.2M +105,373 New
CFGS
389
Concourse Financial Group Securities
Alabama
$43.2M -$2.38M -5,936 -5%
WDL
390
Well Done LLC
Michigan
$43.1M -$87.4K -218 -0.2%
LWM
391
Liberty Wealth Management
California
$43.1M +$41.9M +104,546 New
EC
392
EdgeRock Capital
Colorado
$42.9M +$770K +1,921 +2%
FPGK
393
Financial Partners Group (Kansas)
Kansas
$42.6M +$297K +740 +0.7%
SL
394
SWMG LLC
Texas
$42.6M +$397K +990 +1%
GF
395
Gries Financial
Ohio
$42.5M -$3.89M -9,706 -9%
MWM
396
Mascoma Wealth Management
New Hampshire
$42.5M +$3.19M +7,951 +8%
DSA
397
Droms Strauss Advisors
Missouri
$42.5M -$1.21M -3,029 -3%
CB
398
Community Bank
New York
$42.2M -$360K -898 -0.9%
OFG
399
Oxford Financial Group
Indiana
$42.2M +$237K +592 +0.6%
KFSC
400
Keystone Financial Services (Colorado)
Colorado
$42.2M -$330K -823 -0.8%
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