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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
751
Fortitude Family Office
Arizona
$36.4M +$3.42M +5,007 +10%
KFSC
752
Keystone Financial Services (Colorado)
Colorado
$36.3M +$10.6M +15,543 +39%
HF
753
HRT Financial
New York
$36.3M +$37.9M +55,530 New
GCA
754
Greenwood Capital Associates
South Carolina
$36.1M -$2.98M -4,360 -7%
IWM
755
Integris Wealth Management
California
$36M -$528K -773 -1%
RIS
756
Retirement Income Solutions
Michigan
$36M -$389K -570 -1%
SC
757
Schoolcraft Capital
Colorado
$35.8M -$606K -888 -2%
MWA
758
Monograph Wealth Advisors
California
$35.8M – – –
AWMG
759
Alliance Wealth Management Group
New Jersey
$35.8M +$1.84M +2,698 +5%
AM
760
Atwater Malick
Pennsylvania
$35.7M +$2.61M +3,817 +7%
EFG
761
Elevated Financial Group
Indiana
$35.7M +$2.24M +3,282 +6%
CCT
762
Chemung Canal Trust
New York
$35.6M -$25.9K -38 -0.1%
DW
763
Durante & Waters
New York
$35.6M +$103K +151 +0.3%
PCS
764
Private Client Services
Kentucky
$35.6M +$1.1M +1,617 +3%
BFP
765
Beacon Financial Planning
Massachusetts
$35.6M +$3.82M +5,590 +11%
SW
766
SVB Wealth
Massachusetts
$35.6M +$2.72M +3,983 +8%
ACM
767
Aurdan Capital Management
Pennsylvania
$35.5M +$731K +1,070 +2%
IA
768
IFP Advisors
Florida
$35.4M +$1.7M +2,489 +5%
WP
769
WealthShield Partners
North Carolina
$35.2M +$5.08M +7,441 +16%
PMWMG
770
Parr McKnight Wealth Management Group
Minnesota
$35.1M +$474K +694 +1%
CCFM
771
Clear Creek Financial Management
Washington
$35.1M -$1.45M -2,126 -4%
BA
772
Ballew Advisors
Mississippi
$35M -$421K -616 -1%
CWWM
773
Curry Webb Wealth Management
Indiana
$35M +$17.5M +25,616 +92%
VFA
774
Voya Financial Advisors
Connecticut
$34.9M -$698K -1,022 -2%
OGF
775
Orin Green Financial
California
$34.8M -$36.9K -54 -0.1%
29 30
31
32 33