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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1076
AlTi Global
New York
$15M -$302K -526 -2%
SR
1077
Syntax Research
Florida
$15M +$604K +1,052 +5%
AA
1078
Armis Advisers
Georgia
$15M +$1.65M +2,878 +14%
RWA
1079
Resolute Wealth Advisor
Ohio
$15M +$13.2M +22,968 New
NB
1080
Northwest Bancshares
Pennsylvania
$14.9M -$356K -620 -3%
G
1081
GenTrust
Florida
$14.9M – – –
LFS
1082
Lutz Financial Services
Nebraska
$14.9M +$150K +261 +1%
BCG
1083
Breakwater Capital Group
New Jersey
$14.9M -$109K -190 -0.8%
AAM
1084
Aureus Asset Management
Massachusetts
$14.8M -$18.9K -33 -0.1%
NYLIM
1085
New York Life Investment Management
New York
$14.8M +$5.26M +9,169 +62%
FNT
1086
First National Trust
Pennsylvania
$14.8M -$97K -169 -0.7%
SWM
1087
Scissortail Wealth Management
Oklahoma
$14.7M +$467K +813 +4%
FC
1088
Fusion Capital
South Carolina
$14.7M +$199K +346 +1%
SC
1089
Sierra Capital
Florida
$14.7M -$127K -222 -0.9%
CWP
1090
Cyndeo Wealth Partners
Florida
$14.6M -$911K -1,586 -6%
PFA
1091
Pinnacle Family Advisors
Missouri
$14.5M +$796K +1,386 +6%
FAIM
1092
Financial Advocates Investment Management
Washington
$14.3M -$334K -581 -2%
MFG
1093
Mosaic Financial Group
Illinois
$14.3M +$229K +399 +2%
STA
1094
Summit Trail Advisors
New York
$14.3M +$13.2M +23,016 New
TWM
1095
TSA Wealth Management
Texas
$14.3M -$314K -546 -2%
CTWM
1096
Cherry Tree Wealth Management
Minnesota
$14.3M -$67.8K -118 -0.5%
CWA
1097
CM Wealth Advisors
Ohio
$14.3M +$5.23M +9,111 +66%
VVP
1098
Venture Visionary Partners
Ohio
$14.2M +$315K +549 +2%
MWA
1099
Motive Wealth Advisors
Michigan
$14.2M -$83.3K -145 -0.6%
SAM
1100
Smartleaf Asset Management
Massachusetts
$14.2M +$5.77M +10,050 +78%
42 43
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