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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
651
Howe & Rusling
New York
$16.1M +$899K +2,147 +6%
BHB
652
Bank Hapoalim BM
Israel
$15.9M +$6.22M +14,857 +40%
DWT
653
Dorsey & Whitney Trust
South Dakota
$15.9M +$974K +2,325 +7%
HR
654
Hardy Reed
Mississippi
$15.9M -$147K -351 -0.9%
ERWM
655
Elk River Wealth Management
Colorado
$15.9M +$662K +1,580 +4%
WWM
656
Windsor Wealth Management
Indiana
$15.8M -$2.35M -5,599 -13%
BWP
657
Bernardo Wealth Planning
Pennsylvania
$15.8M +$171K +409 +1%
LF
658
Lantz Financial
Illinois
$15.7M +$1.18M +2,806 +8%
SC
659
Scotia Capital
Ontario, Canada
$15.7M +$244K +582 +2%
AAS
660
Annex Advisory Services
Wisconsin
$15.6M +$2.12M +5,054 +16%
CFO
661
CVA Family Office
Colorado
$15.6M +$30.6K +73 +0.2%
MFG
662
Merit Financial Group
Georgia
$15.6M +$862K +2,058 +6%
CWC
663
Carolinas Wealth Consulting
North Carolina
$15.5M +$852K +2,035 +6%
KPWS
664
Kestra Private Wealth Services
Texas
$15.4M +$785K +1,873 +6%
CW
665
CreativeOne Wealth
Kansas
$15.4M +$6.83M +16,303 +83%
FCI
666
Financial Counselors Inc
Kansas
$15.4M +$3.52M +8,402 +31%
LA
667
Lynch & Associates
Indiana
$15.3M -$180K -430 -1%
BHIA
668
Birch Hill Investment Advisors
Massachusetts
$15.2M +$193K +460 +1%
CAWM
669
Capital Advisors Wealth Management
Washington
$15.2M +$705K +1,684 +5%
OEP
670
Ocean Endowment Partners
Illinois
$15.2M -$21.3M -50,784 -67%
EWM
671
EPG Wealth Management
Georgia
$15.2M +$183K +438 +1%
VC
672
Vestor Capital
Illinois
$15.2M -$150K -358 -1%
PBO
673
Peoples Bank (Ohio)
Ohio
$15.1M -$756K -1,804 -5%
GVAG
674
Great Valley Advisor Group
Delaware
$15.1M +$6.93M +16,551 +85%
NC
675
NinePointTwo Capital
California
$15M -$16.5M -39,391 -53%
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