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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
526
Bank of Stockton
California
$14.4M +$7.01M +23,882 +105%
BSW
527
Buckingham Strategic Wealth
Missouri
$14.4M -$2.19M -7,449 -14%
HPC
528
Hobart Private Capital
North Carolina
$14.3M -$1.19M -4,060 -8%
NAM
529
North American Management
Massachusetts
$14.2M -$992K -3,380 -7%
WCM
530
WealthBridge Capital Management
Ohio
$14.2M +$2.02M +6,893 +18%
SC
531
SouthState Corp
Florida
$14.1M -$360K -1,227 -3%
GG
532
GenWealth Group
New Jersey
$14.1M +$13M +44,332 +5,374%
IC
533
IEQ Capital
California
$14M -$791K -2,693 -6%
TSA
534
Tri-Star Advisors
Texas
$14M +$12.7M +43,243 New
CA
535
Cornerstone Advisors
North Carolina
$13.9M -$4.4M -15,000 -25%
CA
536
Clearstead Advisors
Ohio
$13.8M -$157K -534 -1%
MCM
537
MV Capital Management
Maryland
$13.8M -$102K -347 -0.8%
RPC
538
Rossmore Private Capital
Connecticut
$13.7M -$591K -2,014 -4%
MPW
539
MA Private Wealth
California
$13.6M -$16.1M -54,892 -55%
HFA
540
High Falls Advisors
New York
$13.6M +$9.22M +31,387 +251%
OWA
541
Outlook Wealth Advisors
Texas
$13.5M +$1.19M +4,043 +10%
SC
542
Savant Capital
Illinois
$13.5M -$626K -2,131 -5%
UWPG
543
Ullmann Wealth Partners Group
Florida
$13.5M +$11.4M +38,924 +858%
NB
544
Northwest Bancshares
Pennsylvania
$13.4M +$518K +1,763 +4%
FFBTD
545
First Financial Bank - Trust Division
Ohio
$13.4M -$66.7K -227 -0.5%
SWMG
546
Sanchez Wealth Management Group
Florida
$13.4M +$3.82K +13 +0%
RWA
547
Ropes Wealth Advisors
Massachusetts
$13.4M +$261K +888 +2%
RWMH
548
Riverpoint Wealth Management Holdings
Illinois
$13.4M -$16.4K -56 -0.1%
SCA
549
Stonebridge Capital Advisors
Minnesota
$13.4M -$344K -1,171 -3%
MIOT
550
Massachusetts Institute of Technology
Massachusetts
$13.3M +$12.6M +42,945 New
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