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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
476
Teramo Advisors
Florida
$32.4M +$6.29M +15,700 +25%
PVAMC
477
PPS&V Asset Management Consultants
Michigan
$32.3M +$580K +1,447 +2%
CWM
478
Cranbrook Wealth Management
Michigan
$32.3M -$2.55M -6,359 -7%
BAAM
479
Baker Avenue Asset Management
California
$32.1M +$1.6M +3,980 +5%
CFP
480
Catalyst Financial Partners
Massachusetts
$32.1M +$3.15M +7,848 +11%
BHB
481
Bank Hapoalim BM
Israel
$31.8M -$3.45M -8,600 -10%
CFO
482
Custos Family Office
Texas
$31.8M +$6.5M +16,205 +27%
WA
483
Waterford Advisors
New York
$31.7M +$646K +1,612 +2%
AAG
484
Armstrong Advisory Group
Massachusetts
$31.7M +$1.81M +4,526 +6%
KFP
485
KB Financial Partners
New Jersey
$31.7M +$1.19M +2,970 +4%
BSSFA
486
Baron Silver Stevens Financial Advisors
Florida
$31.6M -$3.11M -7,758 -9%
CFC
487
Coyle Financial Counsel
Illinois
$31.5M -$668K -1,665 -2%
CCB
488
Country Club Bank
Missouri
$31.5M -$1.49M -3,707 -5%
MSA
489
Marino Stram & Associates
Massachusetts
$31.5M +$236K +588 +0.8%
GWM
490
GoalFusion Wealth Management
Texas
$31.4M +$300K +748 +1%
KTA
491
Keeley-Teton Advisors
Illinois
$31.4M +$564K +1,408 +2%
BA
492
Bristlecone Advisors
Washington
$31.4M -$360K -897 -1%
HCA
493
Heck Capital Advisors
Wisconsin
$31.3M -$7.16M -17,858 -19%
PWM
494
PRW Wealth Management
Massachusetts
$31.3M +$30.1M +74,960 New
TA
495
Tectonic Advisors
Texas
$31.2M +$2.56M +6,383 +9%
BAG
496
Briggs Advisory Group
Rhode Island
$30.8M -$130K -325 -0.4%
EWM
497
Evercore Wealth Management
New York
$30.6M -$4.34M -10,832 -13%
MSA
498
McAlister Sweet & Associates
Texas
$30.4M +$7.72M +19,266 +35%
RFP
499
Roth Financial Partners
Texas
$30.3M +$1.11M +2,781 +4%
B
500
Bailard
California
$30.1M -$552K -1,378 -2%
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