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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
901
Commonwealth Financial Services
West Virginia
$20.3M -$1.05M -1,777 -5%
RIA
902
Richwood Investment Advisors
Ohio
$20.2M +$632K +1,071 +3%
CAC
903
Certified Advisory Corp
Florida
$20.1M -$428K -725 -2%
OWA
904
One Wealth Advisors
California
$20.1M -$1.54M -2,616 -7%
APM
905
a16z Perennial Management
California
$20M – – –
CFO
906
CVA Family Office
Colorado
$20M +$668K +1,132 +3%
SCA
907
Southern Capital Advisors
Tennessee
$20M +$478K +809 +2%
PCA
908
Peddock Capital Advisors
Massachusetts
$19.9M -$314K -532 -1%
V
909
VeraBank
Texas
$19.9M +$2M +3,385 +11%
PIA
910
Pinion Investment Advisors
Kansas
$19.8M +$12M +20,303 +135%
AM
911
Atwater Malick
Pennsylvania
$19.6M +$843K +1,428 +4%
SC
912
Scotia Capital
Ontario, Canada
$19.6M -$2.16M -3,650 -9%
KAS
913
KPP Advisory Services
Kentucky
$19.6M +$19.8M +33,463 +2,468%
SAM
914
Sherman Asset Management
California
$19.5M +$745K +1,261 +4%
DC
915
DeDora Capital
California
$19.4M -$218K -370 -1%
WPW
916
Waldron Private Wealth
Pennsylvania
$19.4M -$401K -679 -2%
YWM
917
Yukon Wealth Management
Kansas
$19.4M +$20.4M +34,576 New
PWM
918
Praetorian Wealth Management
California
$19.4M +$1.48M +2,510 +8%
MCCA
919
Mill Creek Capital Advisors
Pennsylvania
$19.4M -$2.03M -3,441 -9%
TC
920
TAGStone Capital
North Carolina
$19.4M -$59.6K -101 -0.3%
CWM
921
Congress Wealth Management
Massachusetts
$19.4M -$4.57M -7,734 -18%
SC
922
Stephenson & Company
California
$19.3M +$77.9K +132 +0.4%
HCM
923
Hengehold Capital Management
Ohio
$19.3M +$1.93M +3,270 +11%
FFW
924
Fusion Family Wealth
New York
$19.2M +$3.12M +5,280 +18%
CSP
925
Cary Street Partners
Virginia
$19.2M -$101K -171 -0.5%
35 36
37
38 39