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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
UFF
726
USA Financial Formulas
Michigan
$38.1M -$41.3M -60,431 -51%
WCM
727
Windsor Capital Management
Arizona
$38.1M -$498K -730 -1%
PPW
728
PACK Private Wealth
Minnesota
$38.1M +$1.28M +1,881 +3%
MMC
729
Mizuho Markets Cayman
Cayman Islands
$37.9M – – –
SA
730
Sovran Advisors
California
$37.8M +$5.64M +8,263 +19%
ACA
731
Adirondack Capital Advisors
New York
$37.8M +$1.85M +2,712 +5%
MFA
732
Mayflower Financial Advisors
Massachusetts
$37.4M -$282K -413 -0.7%
BA
733
Bellwether Advisors
Nebraska
$37.2M -$123K -180 -0.3%
AAMA
734
Advanced Asset Management Advisors
Ohio
$37.2M – – –
NIWA
735
New Insight Wealth Advisors
California
$37.2M +$916K +1,342 +2%
AWM
736
Avondale Wealth Management
Texas
$37.2M -$199K -291 -0.5%
LA
737
Legacy Advisors
Pennsylvania
$37.1M -$1.89M -2,772 -5%
AR
738
Apeiron RIA
Texas
$37M -$4.86M -7,120 -11%
SSWM
739
Sheets Smith Wealth Management
North Carolina
$37M +$512K +750 +1%
WQ
740
Wealth Quarterback
New Jersey
$36.9M -$18.1M -26,474 -32%
GAB
741
German American Bancorp
Indiana
$36.9M -$3.37M -4,932 -8%
GI
742
Gradient Investments
Minnesota
$36.7M +$19.9M +29,074 +107%
EW
743
Enzi Wealth
Texas
$36.7M +$889K +1,302 +2%
BWM
744
Buska Wealth Management
Wisconsin
$36.6M -$6.11M -8,941 -14%
FHC
745
First Horizon Corporation
Tennessee
$36.5M -$821K -1,203 -2%
NW
746
NewEdge Wealth
Pennsylvania
$36.4M +$10.4M +15,303 +38%
RCAG
747
Rehmann Capital Advisory Group
Michigan
$36.4M -$2.04M -2,988 -5%
FFO
748
Fortitude Family Office
Arizona
$36.4M +$3.42M +5,007 +10%
KFSC
749
Keystone Financial Services (Colorado)
Colorado
$36.3M +$10.6M +15,543 +39%
HF
750
HRT Financial
New York
$36.3M +$37.9M +55,530 New
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