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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
826
Camelot Technology Advisors
California
$36.6M -$1.65M -2,267 -4%
FPW
827
Flagship Private Wealth
Massachusetts
$36.6M +$454K +623 +1%
BWM
828
Buska Wealth Management
Wisconsin
$36.4M -$5.37M -7,373 -13%
EFM
829
E Fund Management
China
$36.3M +$2.94M +4,041 +9%
EFMH
830
E Fund Management (HK)
Hong Kong
$36.3M +$2.94M +4,041 +9%
COFSG
831
Carbahal Olsen Financial Services Group
California
$36.3M +$265K +364 +0.8%
SA
832
Sonoma Allocations
California
$36.2M -$2.46M -3,379 -7%
JESC
833
J.E. Simmons & Co
Texas
$36.2M -$570K -783 -2%
MC
834
Middleton & Co
Massachusetts
$36.2M -$115K -158 -0.3%
SW
835
SVB Wealth
Massachusetts
$36M -$4.61M -6,326 -12%
RIS
836
Retirement Income Solutions
Michigan
$35.8M -$146K -200 -0.4%
BFS
837
BridgePort Financial Solutions
Iowa
$35.8M +$763K +1,048 +2%
BAM
838
Belpointe Asset Management
Nevada
$35.7M -$767K -1,053 -2%
GSWM
839
Greenup Street Wealth Management
Michigan
$35.7M -$27.2M -37,333 -44%
CFC
840
Client First Capital
California
$35.7M -$65.5K -90 -0.2%
WCP
841
Wick Capital Partners
Pennsylvania
$35.7M +$5.07M +6,962 +17%
VFP
842
Verus Financial Partners
Virginia
$35.6M -$213K -293 -0.6%
DI
843
DAGCO Inc
Ohio
$35.4M +$3.89M +5,336 +13%
CB
844
Community Bank
New York
$35.4M +$256K +352 +0.8%
RWA
845
River Wealth Advisors
Pennsylvania
$35.4M -$173K -238 -0.5%
SF
846
SWP Financial
California
$35.3M +$12.3M +16,866 +56%
BW
847
BIP Wealth
Georgia
$35.3M +$15.6M +21,490 +84%
ZIG
848
Zurich Insurance Group
Switzerland
$35.2M +$26.8M +36,790 +358%
MM
849
Meridian Management
Arkansas
$35M -$37.9K -52 -0.1%
AWG
850
Altus Wealth Group
Colorado
$35M +$714K +980 +2%
32 33
34
35 36