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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
526
Integris Wealth Management
California
$31.2M -$15.6M -34,963 -33%
PVAMC
527
PPS&V Asset Management Consultants
Michigan
$31.1M -$1.09M -2,434 -3%
FA
528
FDx Advisors
Illinois
$31.1M +$7.24M +16,194 +29%
RJT
529
Raymond James Trust
Florida
$30.9M +$1.27M +2,849 +4%
CAG
530
Crestwood Advisors Group
Massachusetts
$30.9M +$6.89M +15,397 +27%
GRP
531
Global Retirement Partners
California
$30.9M +$1.59M +3,549 +5%
BA
532
Bluesphere Advisors
Pennsylvania
$30.9M +$654K +1,463 +2%
SS
533
Simplicity Solutions
Minnesota
$30.8M -$8.06M -18,023 -20%
KCM
534
Kaye Capital Management
California
$30.7M -$152K -339 -0.5%
BWIA
535
Bryant Woods Investment Advisors
New York
$30.3M +$365K +816 +1%
SIA
536
Sovereign Investment Advisors
Arizona
$30.3M – – –
MM
537
Meridian Management
Arkansas
$30.2M +$1.22M +2,727 +4%
BHWM
538
Bay Harbor Wealth Management
Maryland
$30M +$5.12M +11,442 +20%
BFEC
539
Benjamin F. Edwards & Company
Missouri
$30M +$1.09M +2,439 +4%
KFA
540
Kelleher Financial Advisors
New York
$30M +$374K +837 +1%
FFA
541
Fi3 Financial Advisors
Indiana
$29.8M +$853K +1,906 +3%
AAMA
542
Advanced Asset Management Advisors
Ohio
$29.7M -$25.5K -57 -0.1%
SQA
543
Simon Quick Advisors
New Jersey
$29.7M +$565K +1,263 +2%
CA
544
Clearstead Advisors
Ohio
$29.6M +$1.27M +2,841 +4%
BFA
545
Beaumont Financial Advisors
Massachusetts
$29.6M +$662K +1,481 +2%
CAM
546
Cobblestone Asset Management
Virginia
$29.6M +$30.8M +68,833 New
BAM
547
Beaumont Asset Management
Texas
$29.4M +$1.57M +3,501 +5%
ACM
548
Advisors Capital Management
New Jersey
$29.3M +$4.14M +9,259 +16%
WS
549
Wedbush Securities
California
$29.3M -$48.3K -108 -0.2%
RA
550
Riverstone Advisors
Texas
$29M +$9.26M +20,692 +44%
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