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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
UOMF
551
University of Massachusetts Foundation
Massachusetts
$46.6M – – –
AAM
552
Ackerman Asset Management
Maryland
$46.5M +$48.9M +82,812 New
CFO
553
Custos Family Office
Texas
$46.4M +$858K +1,453 +2%
BAM
554
Beaumont Asset Management
Texas
$46.2M +$3.51M +5,946 +8%
BSSFA
555
Baron Silver Stevens Financial Advisors
Florida
$46.1M +$851K +1,441 +2%
CPBTD
556
Central Pacific Bank - Trust Division
Hawaii
$46M -$14.5M -24,601 -23%
BWS
557
Buck Wealth Strategies
Colorado
$45.6M +$22.2M +37,542 +86%
TCM
558
TD Capital Management
Tennessee
$45.5M +$128K +216 +0.3%
BFA
559
Bluestem Financial Advisors
Illinois
$45.4M +$238K +403 +0.5%
SFP
560
Shepherd Financial Partners
Massachusetts
$45.3M +$32.3M +54,679 +210%
VAS
561
Vestmark Advisory Solutions
Massachusetts
$45.3M +$32.6M +55,206 +218%
GIA
562
Gladstone Institutional Advisory
Florida
$45.3M +$1.55M +2,631 +3%
GPA
563
Guidance Point Advisors
Massachusetts
$45.3M +$586K +993 +1%
APTFM
564
AGUR Provident & Training Funds Management
Israel
$45.2M – – –
CCWA
565
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$45.1M -$5.53M -9,357 -10%
HI
566
Harbour Investments
Wisconsin
$45.1M +$244K +413 +0.5%
CWM
567
Cranbrook Wealth Management
Michigan
$45M +$311K +526 +0.7%
SIRP
568
Shelter Insurance Retirement Plan
Missouri
$45M – – –
GWM
569
GoalFusion Wealth Management
Texas
$45M +$660K +1,118 +1%
ICMARC
570
International City Management Association Retirement Corp
District of Columbia
$44.8M – – –
SIA
571
SkyView Investment Advisors
New Jersey
$44.7M -$404K -684 -0.9%
IFG
572
Independent Financial Group
California
$44.6M +$3.32M +5,628 +8%
BWFA
573
Baltimore-Washington Financial Advisors
Maryland
$44.5M +$1.56M +2,643 +3%
FG
574
Foster Group
Iowa
$44.4M +$2.63M +4,456 +6%
SF
575
Summit Financial
New Jersey
$44.4M +$6.61M +11,193 +16%
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