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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CMF
551
Counterpoint Mutual Funds
California
$56.4M – – –
MHC
552
May Hill Capital
Massachusetts
$56.4M +$1.69M +2,621 +3%
RA
553
Riverstone Advisors
Texas
$56.4M +$203K +315 +0.4%
SFS
554
Sowell Financial Services
Arkansas
$56.3M -$1.31M -2,029 -2%
GIA
555
Gladstone Institutional Advisory
Florida
$56.2M -$386K -600 -0.7%
NWA
556
New World Advisors
Massachusetts
$56.2M +$298K +462 +0.6%
DSA
557
Droms Strauss Advisors
Missouri
$56M -$1.92M -2,974 -3%
SRC
558
Shufro Rose & Co
New York
$55.9M -$450K -698 -0.7%
SL
559
SWMG LLC
Texas
$55.7M +$2.49M +3,870 +5%
TGCMU
560
Titan Global Capital Management USA
New York
$55.5M +$7.05M +10,945 +15%
BWM
561
Buska Wealth Management
Wisconsin
$55.5M -$9.12M -14,157 -15%
AAM
562
Ackerman Asset Management
Maryland
$55.3M -$177K -275 -0.3%
SIA
563
Sovereign Investment Advisors
Arizona
$55.1M +$158K +245 +0.3%
LFP
564
Lakeshore Financial Planning
Michigan
$55.1M +$252K +392 +0.5%
RPC
565
Rossmore Private Capital
Connecticut
$54.2M +$1.82M +2,821 +4%
BFA
566
Bluestem Financial Advisors
Illinois
$54.1M +$891K +1,383 +2%
CTA
567
Colonial Trust Advisors
South Carolina
$54M +$1.95M +3,021 +4%
GPA
568
Guidance Point Advisors
Massachusetts
$54M -$1.79M -2,774 -3%
MHS
569
M Holdings Securities
Oregon
$53.8M +$51.7M +80,350 New
SIRP
570
Shelter Insurance Retirement Plan
Missouri
$53.6M – – –
GSWM
571
Greenup Street Wealth Management
Michigan
$53.6M +$2.52M +3,910 +5%
HNW
572
High Note Wealth
Minnesota
$53.4M +$4.93M +7,660 +11%
SCA
573
Snowden Capital Advisors
New York
$53.4M +$159K +247 +0.3%
ICMARC
574
International City Management Association Retirement Corp
District of Columbia
$53.4M – – –
WFPG
575
Waller Financial Planning Group
Ohio
$53.3M -$395K -613 -0.8%
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