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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1076
Broadview Financial Management
Wisconsin
$13.6M -$256K -434 -2%
UB
1077
Umpqua Bank
Oregon
$13.6M +$758K +1,284 +6%
GWP
1078
Gateway Wealth Partners
Wisconsin
$13.6M +$39.6K +67 +0.3%
X
1079
Xponance
Pennsylvania
$13.6M +$950K +1,608 +7%
BCG
1080
Breakwater Capital Group
New Jersey
$13.6M +$1.56M +2,648 +12%
WB
1081
Webster Bank
Connecticut
$13.6M -$1M -1,701 -7%
PCA
1082
Providence Capital Advisors
North Carolina
$13.5M -$337K -571 -2%
FNT
1083
First National Trust
Pennsylvania
$13.5M -$5.68M -9,613 -29%
G
1084
GenTrust
Florida
$13.5M – – –
ABC
1085
Associated Banc-Corp
Wisconsin
$13.5M +$177K +299 +1%
AAM
1086
Aureus Asset Management
Massachusetts
$13.4M +$31.3K +53 +0.2%
SC
1087
Sierra Capital
Florida
$13.4M -$1.74M -2,952 -11%
LEA
1088
Legacy Edge Advisors
New York
$13.4M -$237K -402 -2%
PCS
1089
Private Client Services
Kentucky
$13.4M +$4.85M +8,205 +53%
AWM
1090
Axxcess Wealth Management
California
$13.4M -$1.94M -3,279 -12%
PA
1091
PFG Advisors
Arizona
$13.4M +$163K +276 +1%
BIA
1092
Bigelow Investment Advisors
Maine
$13.3M -$122K -207 -0.9%
ECM
1093
Evergreen Capital Management
Washington
$13.3M -$142K -240 -1%
LFS
1094
Lutz Financial Services
Nebraska
$13.3M -$653K -1,106 -4%
CHA
1095
Cooper/Haims Advisors
New York
$13.3M -$136K -230 -1%
FAIM
1096
Financial Advocates Investment Management
Washington
$13.3M -$1.06M -1,795 -7%
TWM
1097
TSA Wealth Management
Texas
$13.2M -$760K -1,287 -5%
GAM
1098
Gould Asset Management
California
$13.2M -$224K -380 -2%
MPM
1099
Meritage Portfolio Management
Kansas
$13.2M -$2.27M -3,848 -14%
EPW
1100
Endeavor Private Wealth
Kansas
$13.1M +$7.12M +12,051 +106%
42 43
44
45 46