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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
1301
Verdence Capital Advisors
Maryland
$12.2M +$413K +608 +4%
YAIA
1302
Yanni & Associates Investment Advisors
Pennsylvania
$12.1M +$12M +17,675 New
ANBT
1303
American National Bank & Trust
Texas
$12.1M -$18.3K -27 -0.2%
TRIA
1304
Trail Ridge Investment Advisors
Colorado
$12.1M +$224K +330 +2%
AA
1305
Argent Advisors
Louisiana
$12M -$95.7K -141 -0.8%
MWM
1306
MBE Wealth Management
Wisconsin
$12M -$141K -208 -1%
RWP
1307
Revolve Wealth Partners
New Jersey
$12M -$1.29M -1,896 -10%
CAL
1308
Capital Advisors Ltd
Ohio
$12M +$9.99M +14,712 +530%
RC
1309
Roundview Capital
New Jersey
$11.9M +$316K +465 +3%
MIA
1310
MainStreet Investment Advisors
Illinois
$11.9M -$1.69M -2,487 -13%
AWM
1311
Activest Wealth Management
Florida
$11.9M +$3.67M +5,404 +45%
GKIM
1312
GW&K Investment Management
Massachusetts
$11.9M -$577K -849 -5%
NFSG
1313
Newbridge Financial Services Group
Florida
$11.9M +$1.4M +2,058 +13%
GP
1314
Geneva Partners
Wisconsin
$11.8M +$104K +153 +0.9%
TAFW
1315
Tred Avon Family Wealth
Maryland
$11.8M +$571K +841 +5%
DC
1316
Davenport & Co
Virginia
$11.7M -$84.9K -125 -0.7%
FPCG
1317
Forum Private Client Group
Indiana
$11.7M +$71.3K +105 +0.6%
AM
1318
AGF Management
Ontario, Canada
$11.7M -$98.5K -145 -0.8%
GCM
1319
Granby Capital Management
Florida
$11.6M – – –
ARG
1320
Advisory Resource Group
Oklahoma
$11.6M -$105K -154 -0.9%
TFA
1321
Transamerica Financial Advisors
Florida
$11.6M +$1.07M +1,571 +10%
MWM
1322
Mosley Wealth Management
California
$11.6M +$11.6M +17,104 New
UB
1323
Umpqua Bank
Oregon
$11.6M -$885K -1,303 -7%
SF
1324
Symphony Financial
Texas
$11.5M +$257K +379 +2%
WF
1325
Wayfinding Financial
Washington
$11.5M -$310K -456 -3%
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