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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
801
Brighton Jones LLC
Washington
$32.9M +$34.4M +50,309 New
OIS
802
Okabena Investment Services
Minnesota
$32.7M +$1.23M +1,803 +4%
HCM
803
Hengehold Capital Management
Ohio
$32.7M +$8.26M +12,093 +32%
V
804
VeraBank
Texas
$32.7M +$658K +964 +2%
NFP
805
NorthLanding Financial Partners
New York
$32.6M +$718K +1,052 +2%
ERWM
806
Elk River Wealth Management
Colorado
$32.4M -$303K -443 -0.9%
DAS
807
Dynamic Advisor Solutions
Arizona
$32.4M +$1.25M +1,829 +4%
EWA
808
Exencial Wealth Advisors
Oklahoma
$32.3M -$1.69M -2,474 -5%
WWA
809
WCG Wealth Advisors
Nevada
$32.2M -$13.8M -20,271 -29%
VCP
810
Verus Capital Partners
Arizona
$32.2M +$1.53M +2,247 +5%
JESC
811
J.E. Simmons & Co
Texas
$32.1M -$1.16M -1,697 -3%
BAM
812
Belpointe Asset Management
Nevada
$31.9M +$6.14M +8,992 +23%
LKWM
813
Lee-Kelleher Wealth Management
Maryland
$31.8M +$483K +707 +1%
BEI
814
Benjamin Edwards Inc
Missouri
$31.8M +$1.17M +1,707 +4%
MC
815
Middleton & Co
Massachusetts
$31.7M +$414K +607 +1%
CA
816
CoreCap Advisors
Michigan
$31.6M -$9M -13,179 -21%
SC
817
Scotia Capital
Ontario, Canada
$31.5M +$4.15M +6,073 +14%
FPW
818
Flagship Private Wealth
Massachusetts
$31.5M -$1.1M -1,610 -3%
AAS
819
Ameritas Advisory Services
Nebraska
$31.4M -$3.67M -5,378 -10%
COFSG
820
Carbahal Olsen Financial Services Group
California
$31.4M +$303K +443 +0.9%
IMRF
821
Illinois Municipal Retirement Fund
Illinois
$31.3M +$19.6M +28,700 +149%
CFC
822
Client First Capital
California
$31.2M +$2.84M +4,152 +10%
SIA
823
Soltis Investment Advisors
Utah
$31.1M -$2.39M -3,496 -7%
ACA
824
Aptus Capital Advisors
Alabama
$31M +$806K +1,181 +3%
RWA
825
River Wealth Advisors
Pennsylvania
$31M -$3.02M -4,425 -9%
31 32
33
34 35