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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
751
Beacon Financial Planning
Massachusetts
$33.1M -$313K -486 -1%
ACM
752
Ascent Capital Management
Oregon
$33M +$186K +289 +0.6%
FFO
753
Fortitude Family Office
Arizona
$33M +$3.74M +5,800 +13%
CFO
754
Custos Family Office
Texas
$32.7M -$16M -24,895 -34%
FPW
755
Flagship Private Wealth
Massachusetts
$32.6M +$7.34M +11,397 +31%
VAS
756
Vestmark Advisory Solutions
Massachusetts
$32.4M -$17.9M -27,863 -37%
VFP
757
Verus Financial Partners
Virginia
$32.4M -$267K -415 -0.9%
S
758
SignatureFD
Georgia
$32.3M +$61.2K +95 +0.2%
CIAS
759
CFS Investment Advisory Services
New Jersey
$32.2M +$703K +1,091 +2%
NFP
760
NorthLanding Financial Partners
New York
$32.1M -$655K -1,017 -2%
CPSAC
761
Chas P. Smith & Associates (CPS)
Florida
$32.1M -$14.1M -21,934 -31%
NA
762
Nottingham Advisors
New York
$32.1M -$100K -156 -0.3%
COFSG
763
Carbahal Olsen Financial Services Group
California
$32M -$129K -200 -0.4%
CFP
764
Cascade Financial Partners
California
$32M -$931K -1,445 -3%
NL
765
NWAM LLC
Washington
$31.9M +$146K +227 +0.5%
CAAM
766
Cornerstone Advisors Asset Management
Pennsylvania
$31.9M -$980K -1,522 -3%
BWM
767
Brown Wealth Management
Illinois
$31.8M -$932K -1,447 -3%
SCA
768
Sandy Cove Advisors
Massachusetts
$31.8M +$405K +629 +1%
CB
769
Community Bank
New York
$31.5M +$11.6K +18 +0%
MC
770
Middleton & Co
Massachusetts
$31.5M -$2.04M -3,173 -6%
BJL
771
Brighton Jones LLC
Washington
$31.3M +$542K +842 +2%
LKWM
772
Lee-Kelleher Wealth Management
Maryland
$31.3M +$765K +1,188 +3%
ALA
773
Atlas Legacy Advisors
California
$31.2M -$987K -1,532 -3%
OSAM
774
O'Shaughnessy Asset Management
Connecticut
$31.1M +$2.03M +3,159 +7%
VCM
775
Verger Capital Management
North Carolina
$31.1M +$89.5K +139 +0.3%
29 30
31
32 33