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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
801
Flagship Private Wealth
Massachusetts
$13.7M -$430K -933 -3%
JHCP
802
Jackson Hole Capital Partners
Oklahoma
$13.6M -$632K -1,371 -5%
TFF
803
The Family Firm
Maryland
$13.5M -$82K -178 -0.6%
AMG
804
Asset Management Group
Connecticut
$13.5M +$383K +831 +3%
EFSCE
805
Enterprise Financial Services Corp (EFSC)
Missouri
$13.5M -$394K -856 -3%
NCM
806
Novare Capital Management
North Carolina
$13.4M +$1.51M +3,278 +13%
FC
807
Ferris Capital
Massachusetts
$13.3M -$239K -518 -2%
FPFS
808
First Personal Financial Services
North Carolina
$13.3M -$146K -316 -1%
WF
809
Williams Financial
Vermont
$13.3M +$1.98M +4,290 +18%
PTC
810
Private Trust Company
Ohio
$13.2M -$6.99M -15,159 -35%
BFG
811
Barber Financial Group
Kansas
$13.2M -$1.53M -3,324 -11%
CI
812
Cigna Investments
Connecticut
$13.2M +$12.8M +27,680 New
TC
813
Trilogy Capital
California
$13.2M -$256K -555 -2%
CWA
814
Consilio Wealth Advisors
Washington
$13.2M +$12.7M +27,653 New
OWA
815
Outlook Wealth Advisors
Texas
$13.2M -$1.85M -4,014 -13%
LFS
816
Lutz Financial Services
Nebraska
$13.1M -$57.6K -125 -0.5%
CIP
817
Capital Insight Partners
Arizona
$13.1M +$175K +379 +1%
SCP
818
Silverleafe Capital Partners
Tennessee
$13M +$1.2M +2,605 +11%
TNB
819
Thomasville National Bank
Georgia
$13M +$765K +1,661 +6%
AL
820
ADE LLC
Maryland
$12.9M +$84.8K +184 +0.7%
CHA
821
Cooper/Haims Advisors
New York
$12.9M -$13.2M -28,632 -51%
MWA
822
Motive Wealth Advisors
Michigan
$12.8M -$1.59M -3,457 -11%
WF
823
Wayfinding Financial
Washington
$12.7M +$13.5M +29,391 New
RDIA
824
RE Dickinson Investment Advisors
Iowa
$12.6M +$12.2M +26,406 New
AWM
825
Avaii Wealth Management
Wisconsin
$12.6M +$12.1M +26,335 New
31 32
33
34 35