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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFBTD
576
First Financial Bank - Trust Division
Ohio
$48.2M +$1.85M +3,226 +4%
JWA
577
JFS Wealth Advisors
Pennsylvania
$48M +$726K +1,264 +2%
SCM
578
Spreng Capital Management
Ohio
$48M -$230K -401 -0.5%
UOC
579
University of Chicago
Illinois
$47.7M +$44.2M +76,903 New
SWA
580
Serenus Wealth Advisors
California
$47.7M -$39.1M -68,129 -47%
VAS
581
Vestmark Advisory Solutions
Massachusetts
$47.3M -$2.46M -4,292 -5%
GSWM
582
Greenup Street Wealth Management
Michigan
$47.3M +$659K +1,148 +2%
CWG
583
Cornerstone Wealth Group
North Carolina
$47.2M -$1.4M -2,435 -3%
FCP
584
Fidelis Capital Partners
Florida
$47.2M -$331K -576 -0.8%
HR
585
Howe & Rusling
New York
$47.1M +$6.81M +11,862 +19%
PAS
586
PKS Advisory Services
New York
$47M -$117K -204 -0.3%
LWM
587
Latko Wealth Management
Illinois
$47M +$1.67M +2,900 +4%
CIA
588
Capital Investment Advisors
Georgia
$46.9M +$2.81M +4,890 +7%
CWM
589
Cornerstone Wealth Management
Missouri
$46.8M -$1.51M -2,629 -3%
KFA
590
Kelleher Financial Advisors
New York
$46.7M +$1.14M +1,977 +3%
SCA
591
Stonebridge Capital Advisors
Minnesota
$46.3M +$1.73M +3,010 +4%
CCWA
592
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$46.2M -$3.39M -5,899 -7%
GI
593
GAMCO Investors
Connecticut
$46.1M +$42.6M +74,230 New
MMA
594
Mizuho Markets Americas
New York
$45.9M -$73M -127,073 -63%
CFO
595
Custos Family Office
Texas
$45.8M -$5.02M -8,738 -11%
WC
596
Waterloo Capital
Texas
$45.8M +$5.94M +10,343 +16%
HPM
597
Hoxton Planning & Management
West Virginia
$45.6M -$2.9M -5,050 -6%
PFGIA
598
Patriot Financial Group Insurance Agency
Massachusetts
$45.5M +$95.3K +166 +0.2%
BWM
599
BankPlus Wealth Management
Mississippi
$45.4M -$1.29M -2,240 -3%
MG
600
Mather Group
Illinois
$45.3M -$2.89M -5,030 -6%
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