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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MTWSIF
926
Mivtachim The Workers Social Insurance Fund
Israel
$30.6M +$29.8M +40,890 New
VWM
927
Vivid Wealth Management
Iowa
$30.6M +$323K +444 +1%
BHIA
928
Birch Hill Investment Advisors
Massachusetts
$30.5M -$35.7K -49 -0.1%
SAS
929
Sage Advisory Services
Texas
$30.5M +$5.92M +8,130 +25%
PPWM
930
PFG Private Wealth Management
Florida
$30.4M -$4.39M -6,022 -13%
AGC
931
Aspen Grove Capital
Colorado
$30.4M +$77.2K +106 +0.3%
SC
932
Stephenson & Company
California
$30.4M +$1.61M +2,211 +6%
HSWM
933
Hubbell Strickland Wealth Management
Louisiana
$30.4M -$107K -147 -0.4%
MWP
934
Moller Wealth Partners
$30.3M -$414K -568 -1%
EWM
935
Evermay Wealth Management
Virginia
$30.3M +$851K +1,169 +3%
GF
936
Gimbal Financial
Indiana
$30.2M +$29.4M +40,370 New
SCP
937
Stevens Capital Partners
Nebraska
$30.2M +$3.35M +4,594 +13%
VC
938
Vestor Capital
Illinois
$30.2M -$21.8M -29,911 -43%
TC
939
Town Capital
Maryland
$30.1M +$17.3M +23,716 +144%
OWCM
940
One Wealth Capital Management
Arizona
$30.1M +$12.6M +17,254 +75%
PA
941
Powerhouse Assets
Massachusetts
$30.1M -$3.04M -4,168 -9%
WHCFA
942
William Howard & Co Financial Advisors
Tennessee
$30M -$148K -203 -0.5%
TGAM
943
TBH Global Asset Management
Tennessee
$30M +$1.45M +1,988 +5%
JFG
944
JMG Financial Group
Illinois
$29.9M -$400K -549 -1%
TFP
945
Townsend Financial Planning
Kentucky
$29.9M -$32.8K -45 -0.1%
WT
946
WHI Trust
Illinois
$29.8M -$382K -525 -1%
FFA
947
Founders Financial Alliance
North Carolina
$29.7M +$19.1M +26,225 +196%
RWMH
948
Riverpoint Wealth Management Holdings
Illinois
$29.6M -$607K -834 -2%
NB
949
Nicolet Bankshares
Wisconsin
$29.6M -$843K -1,157 -3%
LP
950
LGL Partners
Pennsylvania
$29.6M +$115K +158 +0.4%
36 37
38
39 40