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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
526
Parsec Financial Management
North Carolina
$15.5M +$6.36M +19,101 +71%
RWA
527
Ropes Wealth Advisors
Massachusetts
$15.4M +$821K +2,466 +6%
SC
528
SouthState Corp
Florida
$15.3M -$17K -51 -0.1%
RPC
529
Rossmore Private Capital
Connecticut
$15.2M +$261K +784 +2%
KIG
530
Kessler Investment Group
Indiana
$15M -$920K -2,765 -6%
IC
531
IEQ Capital
California
$15M -$133K -399 -0.9%
HFA
532
High Falls Advisors
New York
$15M +$619K +1,859 +4%
CA
533
Clearstead Advisors
Ohio
$15M -$21.6K -65 -0.1%
WCM
534
WealthBridge Capital Management
Ohio
$15M -$445K -1,338 -3%
CGA
535
Crescent Grove Advisors
Illinois
$14.9M +$1.22M +3,675 +9%
IF
536
Ironwood Financial
Arizona
$14.8M +$4.68M +14,049 +47%
MPW
537
MA Private Wealth
California
$14.8M -$27.6K -83 -0.2%
FFA
538
First Foundation Advisors
California
$14.6M -$1.13M -3,408 -7%
BSW
539
Buckingham Strategic Wealth
Missouri
$14.6M -$971K -2,919 -6%
RWMH
540
Riverpoint Wealth Management Holdings
Illinois
$14.6M +$37.3K +112 +0.3%
SWMG
541
Sanchez Wealth Management Group
Florida
$14.4M -$201K -604 -1%
WAOI
542
Wealth Advisors of Iowa
Iowa
$14.3M +$8.21M +24,678 +137%
EWA
543
EP Wealth Advisors
California
$14.3M +$5.16M +15,506 +57%
GG
544
GenWealth Group
New Jersey
$14.3M -$1.12M -3,372 -7%
NAM
545
North American Management
Massachusetts
$14.3M -$1.19M -3,570 -8%
BCM
546
BTC Capital Management
Iowa
$14.2M +$103K +309 +0.7%
MFT
547
Moisand Fitzgerald Tamayo
Florida
$14.1M -$302K -906 -2%
GW
548
GW & Wade
Massachusetts
$14.1M +$969K +2,912 +7%
RCAG
549
Rehmann Capital Advisory Group
Michigan
$14M +$2K +6 +0%
SCA
550
Stonebridge Capital Advisors
Minnesota
$14M -$503K -1,511 -4%
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