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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
976
Hardy Reed
Mississippi
$15.2M -$86.7K -156 -0.6%
SSW
977
Smith Shellnut Wilson
Mississippi
$15.2M -$1.14M -2,046 -7%
FAM
978
Frontier Asset Management
Wyoming
$15.1M -$310K -558 -2%
VP
979
Verum Partners
North Carolina
$15.1M -$448K -806 -3%
BWS
980
Buck Wealth Strategies
Colorado
$15M -$823K -1,481 -5%
WB
981
WesBanco Bank
West Virginia
$15M +$239K +430 +2%
CWA
982
Centennial Wealth Advisory
Michigan
$15M -$3.23M -5,807 -18%
SWM
983
Scissortail Wealth Management
Oklahoma
$14.9M -$17M -30,512 -99%
BFM
984
Broadview Financial Management
Wisconsin
$14.9M -$395K -711 -3%
HG
985
Harbor Group
New Hampshire
$14.9M +$101K +181 +0.7%
PCM
986
Parsons Capital Management
Rhode Island
$14.9M -$1.18M -2,127 -8%
PGWM
987
Parisi Gray Wealth Management
New Jersey
$14.9M +$327K +588 +2%
CCM
988
Canal Capital Management
Virginia
$14.8M -$742K -1,334 -5%
SFP
989
Shepherd Financial Partners
Massachusetts
$14.8M +$112K +201 +0.8%
WB
990
Webster Bank
Connecticut
$14.8M +$2.26M +4,059 +19%
NB
991
Northwest Bancshares
Pennsylvania
$14.8M -$808K -1,453 -5%
OP
992
ORG Partners
Indiana
$14.7M -$50.6K -91 -0.4%
SAM
993
Secure Asset Management
Michigan
$14.7M +$484K +871 +4%
LSAG
994
Lake Street Advisors Group
New Hampshire
$14.7M +$136K +245 +1%
AA
995
AlphaMark Advisors
Kentucky
$14.6M -$696K -1,251 -5%
AF
996
AtlasMark Financial
Texas
$14.6M +$14.1M +25,317 New
TFF
997
The Family Firm
Maryland
$14.6M +$6.46M +11,610 +6%
TNBTD
998
Trustmark National Bank Trust Department
Mississippi
$14.6M -$20.6K -37 -0.1%
X
999
Xponance
Pennsylvania
$14.6M +$1.77M +3,190 +14%
CT
1000
Caldwell Trust
Florida
$14.5M +$896K +1,612 +7%
38 39
40
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