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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
801
The Family Firm
Maryland
$13.5M -$82K -178 -0.6%
AMG
802
Asset Management Group
Connecticut
$13.5M +$383K +831 +3%
EFSCE
803
Enterprise Financial Services Corp (EFSC)
Missouri
$13.5M -$394K -856 -3%
NCM
804
Novare Capital Management
North Carolina
$13.4M +$1.51M +3,278 +13%
FC
805
Ferris Capital
Massachusetts
$13.3M -$239K -518 -2%
FPFS
806
First Personal Financial Services
North Carolina
$13.3M -$146K -316 -1%
WF
807
Williams Financial
Vermont
$13.3M +$1.98M +4,290 +18%
PTC
808
Private Trust Company
Ohio
$13.2M -$6.99M -15,159 -35%
BFG
809
Barber Financial Group
Kansas
$13.2M -$1.53M -3,324 -11%
CI
810
Cigna Investments
Connecticut
$13.2M +$12.8M +27,680 New
TC
811
Trilogy Capital
California
$13.2M -$256K -555 -2%
CWA
812
Consilio Wealth Advisors
Washington
$13.2M +$12.7M +27,653 New
OWA
813
Outlook Wealth Advisors
Texas
$13.2M -$1.85M -4,014 -13%
LFS
814
Lutz Financial Services
Nebraska
$13.1M -$57.6K -125 -0.5%
CIP
815
Capital Insight Partners
Arizona
$13.1M +$175K +379 +1%
SCP
816
Silverleafe Capital Partners
Tennessee
$13M +$1.2M +2,605 +11%
TNB
817
Thomasville National Bank
Georgia
$13M +$765K +1,661 +6%
AL
818
ADE LLC
Maryland
$12.9M +$84.8K +184 +0.7%
CHA
819
Cooper/Haims Advisors
New York
$12.9M -$13.2M -28,632 -51%
MWA
820
Motive Wealth Advisors
Michigan
$12.8M -$1.59M -3,457 -11%
WF
821
Wayfinding Financial
Washington
$12.7M +$13.5M +29,391 New
RDIA
822
RE Dickinson Investment Advisors
Iowa
$12.6M +$12.2M +26,406 New
AWM
823
Avaii Wealth Management
Wisconsin
$12.6M +$12.1M +26,335 New
CL
824
CPWM LLC
Washington
$12.5M – – –
PWM
825
Praetorian Wealth Management
California
$12.4M +$1.91M +4,140 +19%
31 32
33
34 35