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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OGF
676
Orin Green Financial
California
$29.3M -$28.3M -56,630 Closed
TWM
677
Trevian Wealth Management
Massachusetts
$29.2M +$500 +1 +0%
UOWF
678
University of Wisconsin Foundation
Wisconsin
$29.1M +$9.85M +19,685 +55%
SVWG
679
Shared Vision Wealth Group
United States
$29.1M -$2.19M -4,376 -7%
KCM
680
Kanawha Capital Management
Virginia
$29.1M -$820K -1,638 -3%
CPIG
681
Chicago Partners Investment Group
Illinois
$29.1M +$495K +990 +2%
IWM
682
IHT Wealth Management
Illinois
$29M -$320K -639 -1%
CTA
683
Camelot Technology Advisors
California
$29M +$1.16M +2,312 +4%
DAS
684
Diversify Advisory Services
Utah
$29M +$27.6M +55,205 New
SWPG
685
Strategic Wealth Partners Group
Illinois
$28.8M +$1.51M +3,019 +6%
KWS
686
Keystone Wealth Services
California
$28.8M +$93.6K +187 +0.3%
FFBTD
687
First Financial Bank - Trust Division
Ohio
$28.8M +$3.06M +6,124 +13%
S2L
688
Sparta 24 Ltd
Israel
$28.7M – – –
VA
689
Valmark Advisers
Ohio
$28.5M +$1.52M +3,035 +6%
PFPT
690
Pinnacle Financial Partners (Tennessee)
Tennessee
$28.5M -$1.63M -3,264 -6%
SL
691
Sentinus LLC
Illinois
$28.5M +$27.1M +54,167 New
DJYG
692
David J. Yvars Group
Florida
$28.2M -$699K -1,397 -3%
DWM
693
Drive Wealth Management
Utah
$28.2M +$4.84M +9,674 +22%
PPW
694
PACK Private Wealth
Minnesota
$28.2M +$34K +68 +0.1%
BWA
695
Boulder Wealth Advisors
Colorado
$28M +$26.7M +53,273 New
TGAM
696
TBH Global Asset Management
Tennessee
$28M -$4.52M -9,025 -14%
NCM
697
Next Capital Management
New York
$28M +$1.64M +3,287 +7%
VPP
698
Vertex Planning Partners
Illinois
$27.9M +$299K +598 +1%
CW
699
CreativeOne Wealth
Kansas
$27.9M +$13.6M +27,218 +105%
SSWM
700
Sheets Smith Wealth Management
North Carolina
$27.8M -$865K -1,729 -3%
26 27
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