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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
601
Stonebridge Capital Advisors
Minnesota
$18.8M +$175K +425 +0.9%
DCM
602
Dimension Capital Management
Florida
$18.8M -$278K -675 -1%
EWA
603
Exencial Wealth Advisors
Oklahoma
$18.7M -$139K -338 -0.7%
FMN
604
Financial Management Network
California
$18.7M +$1.69M +4,099 +9%
CP
605
Capital Planning
Washington
$18.6M +$367K +892 +2%
LWA
606
LWS Wealth Advisors
New Jersey
$18.4M +$641K +1,559 +3%
GCA
607
Greenwood Capital Associates
South Carolina
$18.4M +$2.85M +6,934 +17%
EGP
608
Entrust Global Partners
New York
$18.4M – – –
CIAS
609
CBIZ Investment Advisory Services
Ohio
$18.3M +$19.9M +48,264 New
CNHF
610
Conrad N. Hilton Foundation
California
$18.3M +$7.36M +17,888 +59%
IFA
611
Interactive Financial Advisors
Illinois
$18.2M +$1.23M +3,001 +7%
LF
612
Lantz Financial
Illinois
$18.2M +$706K +1,717 +4%
TWM
613
Trevian Wealth Management
Massachusetts
$18.2M -$2.77M -6,730 -12%
IC
614
IEQ Capital
California
$18.1M +$1.09M +2,638 +6%
ERWM
615
Elk River Wealth Management
Colorado
$18M +$1.05M +2,549 +6%
LAS
616
Lloyd Advisory Services
Georgia
$18M +$193K +468 +1%
RWA
617
River Wealth Advisors
Pennsylvania
$18M +$216K +526 +1%
BA
618
Ballew Advisors
Mississippi
$17.9M -$123K -300 -0.6%
WCM
619
WealthBridge Capital Management
Ohio
$17.9M -$494K -1,201 -2%
EAM
620
Erste Asset Management
Austria
$17.9M +$411K +1,000 +2%
SC
621
SouthState Corp
Florida
$17.9M +$36.6K +89 +0.2%
NCM
622
Novare Capital Management
North Carolina
$17.8M +$4.52M +10,980 +31%
OGF
623
Orin Green Financial
California
$17.8M +$478K +1,162 +3%
FFA
624
Fi3 Financial Advisors
Indiana
$17.8M +$40.3K +98 +0.2%
KCM
625
Kanawha Capital Management
Virginia
$17.8M +$127K +308 +0.7%
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