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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
676
Windsor Capital Management
Arizona
$29.3M +$422K +843 +2%
OGF
677
Orin Green Financial
California
$29.3M -$28.3M -56,630 Closed
TWM
678
Trevian Wealth Management
Massachusetts
$29.2M +$500 +1 +0%
UOWF
679
University of Wisconsin Foundation
Wisconsin
$29.1M +$9.85M +19,685 +55%
SVWG
680
Shared Vision Wealth Group
United States
$29.1M -$2.19M -4,376 -7%
KCM
681
Kanawha Capital Management
Virginia
$29.1M -$820K -1,638 -3%
CPIG
682
Chicago Partners Investment Group
Illinois
$29.1M +$495K +990 +2%
IWM
683
IHT Wealth Management
Illinois
$29M -$320K -639 -1%
CTA
684
Camelot Technology Advisors
California
$29M +$1.16M +2,312 +4%
DAS
685
Diversify Advisory Services
Utah
$29M +$27.6M +55,205 New
SWPG
686
Strategic Wealth Partners Group
Illinois
$28.8M +$1.51M +3,019 +6%
KWS
687
Keystone Wealth Services
California
$28.8M +$93.6K +187 +0.3%
FFBTD
688
First Financial Bank - Trust Division
Ohio
$28.8M +$3.06M +6,124 +13%
S2L
689
Sparta 24 Ltd
Israel
$28.7M – – –
VA
690
Valmark Advisers
Ohio
$28.5M +$1.52M +3,035 +6%
PFPT
691
Pinnacle Financial Partners (Tennessee)
Tennessee
$28.5M -$1.63M -3,264 -6%
SL
692
Sentinus LLC
Illinois
$28.5M +$27.1M +54,167 New
DJYG
693
David J. Yvars Group
Florida
$28.2M -$699K -1,397 -3%
DWM
694
Drive Wealth Management
Utah
$28.2M +$4.84M +9,674 +22%
PPW
695
PACK Private Wealth
Minnesota
$28.2M +$34K +68 +0.1%
BWA
696
Boulder Wealth Advisors
Colorado
$28M +$26.7M +53,273 New
TGAM
697
TBH Global Asset Management
Tennessee
$28M -$4.52M -9,025 -14%
NCM
698
Next Capital Management
New York
$28M +$1.64M +3,287 +7%
VPP
699
Vertex Planning Partners
Illinois
$27.9M +$299K +598 +1%
CW
700
CreativeOne Wealth
Kansas
$27.9M +$13.6M +27,218 +105%
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