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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
751
Clear Creek Financial Management
Washington
$38.2M -$1.32M -1,940 -3%
SA
752
Sonoma Allocations
California
$38.2M +$2.23M +3,290 +6%
SC
753
Schoolcraft Capital
Colorado
$38.2M -$729K -1,073 -2%
RIS
754
Retirement Income Solutions
Michigan
$38.1M -$4.13M -6,089 -10%
NIWA
755
New Insight Wealth Advisors
California
$38.1M +$3.34M +4,920 +10%
WA
756
Wealth Alliance
New York
$38.1M +$86.2K +127 +0.2%
EW
757
Enzi Wealth
Texas
$38M -$4.14M -6,090 -10%
ACA
758
Adirondack Capital Advisors
New York
$37.8M +$37.5M +55,213 New
MWA
759
Monograph Wealth Advisors
California
$37.6M -$462K -680 -1%
CCT
760
Chemung Canal Trust
New York
$37.4M +$1.63M +2,395 +5%
DW
761
Durante & Waters
New York
$37.3M +$1.17M +1,722 +3%
ALA
762
Atlas Legacy Advisors
California
$36.8M +$4.77M +7,031 +15%
AAS
763
Ameritas Advisory Services
Nebraska
$36.6M -$21.7M -31,884 -37%
ACM
764
Aurdan Capital Management
Pennsylvania
$36.5M +$1.49M +2,197 +4%
OGF
765
Orin Green Financial
California
$36.5M +$926K +1,363 +3%
PMWMG
766
Parr McKnight Wealth Management Group
Minnesota
$36.3M -$2.39M -3,515 -6%
PCS
767
Private Client Services
Kentucky
$36.3M +$4.48M +6,592 +14%
SWA
768
SFMG Wealth Advisors
Texas
$36.3M -$159K -234 -0.4%
KCM
769
Kanawha Capital Management
Virginia
$36.2M -$61.8K -91 -0.2%
BA
770
Ballew Advisors
Mississippi
$36.2M -$254K -374 -0.7%
GCA
771
Gradient Capital Advisors
California
$35.7M -$239K -352 -0.7%
AWMG
772
Alliance Wealth Management Group
New Jersey
$35.6M +$1.03M +1,514 +3%
FDP
773
Financiere des Professionnels
Quebec, Canada
$35.6M +$5.13M +7,550 +17%
EWA
774
Exencial Wealth Advisors
Oklahoma
$35.5M -$1.04M -1,526 -3%
RWA
775
River Wealth Advisors
Pennsylvania
$35.5M +$97.8K +144 +0.3%
29 30
31
32 33