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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
726
CBIZ Investment Advisory Services
Ohio
$38.2M -$901K -1,319 -2%
NPF
727
Norris Perne & French
Michigan
$38.2M -$1.88M -2,751 -4%
UFF
728
USA Financial Formulas
Michigan
$38.1M -$41.3M -60,431 -51%
WCM
729
Windsor Capital Management
Arizona
$38.1M -$498K -730 -1%
PPW
730
PACK Private Wealth
Minnesota
$38.1M +$1.28M +1,881 +3%
MMC
731
Mizuho Markets Cayman
Cayman Islands
$37.9M – – –
SA
732
Sovran Advisors
California
$37.8M +$5.64M +8,263 +19%
ACA
733
Adirondack Capital Advisors
New York
$37.8M +$1.85M +2,712 +5%
MFA
734
Mayflower Financial Advisors
Massachusetts
$37.4M -$282K -413 -0.7%
BA
735
Bellwether Advisors
Nebraska
$37.2M -$123K -180 -0.3%
AAMA
736
Advanced Asset Management Advisors
Ohio
$37.2M – – –
NIWA
737
New Insight Wealth Advisors
California
$37.2M +$916K +1,342 +2%
AWM
738
Avondale Wealth Management
Texas
$37.2M -$199K -291 -0.5%
LA
739
Legacy Advisors
Pennsylvania
$37.1M -$1.89M -2,772 -5%
AR
740
Apeiron RIA
Texas
$37M -$4.86M -7,120 -11%
SSWM
741
Sheets Smith Wealth Management
North Carolina
$37M +$512K +750 +1%
WQ
742
Wealth Quarterback
New Jersey
$36.9M -$18.1M -26,474 -32%
WFA
743
Woodward Financial Advisors
North Carolina
$36.9M -$323K -473 -0.8%
GAB
744
German American Bancorp
Indiana
$36.9M -$3.37M -4,932 -8%
GI
745
Gradient Investments
Minnesota
$36.7M +$19.9M +29,074 +107%
EW
746
Enzi Wealth
Texas
$36.7M +$889K +1,302 +2%
BWM
747
Buska Wealth Management
Wisconsin
$36.6M -$6.11M -8,941 -14%
FHC
748
First Horizon Corporation
Tennessee
$36.5M -$821K -1,203 -2%
NW
749
NewEdge Wealth
Pennsylvania
$36.4M +$10.4M +15,303 +38%
RCAG
750
Rehmann Capital Advisory Group
Michigan
$36.4M -$2.04M -2,988 -5%
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30
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