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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1051
Cobblestone Asset Management
Virginia
$18.6M +$4.86M +7,119 +33%
SWP
1052
SIMA Wealth Partners
Virginia
$18.6M -$115K -168 -0.6%
SPW
1053
Signet Private Wealth
Illinois
$18.6M +$71K +104 +0.4%
TNBTD
1054
Trustmark National Bank Trust Department
Mississippi
$18.6M -$389K -569 -2%
NP
1055
NorthRock Partners
Minnesota
$18.6M +$249K +365 +1%
BONH
1056
Bank of New Hampshire
New Hampshire
$18.5M +$817K +1,196 +4%
KFC
1057
Klingenstein Fields & Co
New York
$18.4M +$2.59M +3,798 +16%
SEIA
1058
Signature Estate & Investment Advisors
California
$18.4M +$1.55M +2,276 +9%
PCA
1059
Providence Capital Advisors
North Carolina
$18.3M +$1.26M +1,838 +7%
OWA
1060
Outlook Wealth Advisors
Texas
$18.3M -$3.31M -4,853 -15%
CHA
1061
Cooper/Haims Advisors
New York
$18.3M -$225K -330 -1%
RA
1062
RFG Advisory
Alabama
$18.3M -$445K -651 -2%
RWIA
1063
Roger Wittlin Investment Advisory
California
$18.2M -$438K -642 -2%
ZF
1064
Zhang Financial
Michigan
$18.2M +$1.51M +2,216 +9%
NAS
1065
NWF Advisory Services
California
$18.2M +$353K +517 +2%
KWA
1066
Kingswood Wealth Advisors
California
$18.1M +$1.37M +2,010 +8%
ANBOT
1067
American National Bank of Texas
Texas
$18.1M +$1.79M +2,619 +10%
AIM
1068
Acropolis Investment Management
Missouri
$18M -$156K -229 -0.8%
BWCS
1069
Beirne Wealth Consulting Services
Connecticut
$17.8M -$4.04M -5,920 -18%
FHA
1070
Flagship Harbor Advisors
Massachusetts
$17.8M +$2.41M +3,534 +15%
MBT
1071
Montecito Bank & Trust
California
$17.7M +$261K +382 +1%
PCM
1072
Parsons Capital Management
Rhode Island
$17.7M +$1.63M +2,380 +10%
WWM
1073
Wiser Wealth Management
Georgia
$17.6M +$153K +224 +0.8%
PCA
1074
Pallas Capital Advisors
Massachusetts
$17.6M -$5.59M -8,191 -23%
GIC
1075
Generali Investments CEE
Czech Republic
$17.6M – – –
41 42
43
44 45