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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
476
Independent Financial Group
California
$91.4M +$20.3M +27,869 +30%
MWM
477
Mascoma Wealth Management
New Hampshire
$91.3M +$2.5M +3,431 +3%
MFS
478
McNamara Financial Services
Massachusetts
$91.2M -$47.3K -65 -0.1%
AF
479
Allworth Financial
California
$91M -$4.11M -5,644 -4%
GCGDR
480
Genoa Capital Gestora de Recursos
$90.8M +$35.4M +48,583 +67%
FG
481
Foster Group
Iowa
$90.2M +$4.57M +6,279 +6%
CI
482
Clal Insurance
Israel
$89.9M +$87.4M +120,000 New
AAS
483
Ameritas Advisory Services
Nebraska
$89.7M +$52.2M +71,674 +149%
GC
484
Guggenheim Capital
Illinois
$89.7M +$6.03M +8,285 +7%
CPO
485
Cerity Partners OCIO
New York
$88.6M +$86.2M +118,343 New
TGCMU
486
Titan Global Capital Management USA
New York
$88.2M +$8.04M +11,036 +10%
CC
487
Courier Capital
New York
$88.2M +$668K +918 +0.8%
BL
488
Balentine LLC
Georgia
$87.9M +$116K +159 +0.1%
SCM
489
SCS Capital Management
Massachusetts
$87.2M -$111K -153 -0.1%
CPBTD
490
Central Pacific Bank - Trust Division
Hawaii
$86.9M +$15.6M +21,364 +23%
PP
491
Passaic Partners
New Jersey
$86.5M +$8.8M +12,079 +12%
WA
492
Wealth Architects
California
$86.5M -$153K -210 -0.2%
WIA
493
World Investment Advisors
California
$86.3M +$12.2M +16,763 +16%
SAI
494
Savvy Advisors Inc
New York
$86.2M -$6.65M -9,138 -7%
KPWS
495
Kestra Private Wealth Services
Texas
$86.2M -$2.51M -3,450 -3%
VWA
496
Visionary Wealth Advisors
Illinois
$86M +$6.93M +9,514 +9%
SFP
497
Shepherd Financial Partners
Massachusetts
$85.7M +$34M +46,637 +69%
VCM
498
Vision Capital Management
Oregon
$85.3M -$1.54M -2,110 -2%
CIM
499
CIM Investment Management
Pennsylvania
$85M -$8.15M -11,196 -9%
TCM
500
Towercrest Capital Management
Pennsylvania
$84.9M +$6.73M +9,238 +9%
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