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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWMCB
1326
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.28M -$270K -604 -8%
CCM
1327
Cohen Capital Management
California
$3.28M +$204K +456 +7%
AUB
1328
Atlantic Union Bankshares
Virginia
$3.27M -$48.3K -108 -1%
JEST
1329
JTC Employer Solutions Trustee
Jersey
$3.27M – – –
AC
1330
Abbrea Capital
California
$3.27M – – –
VWM
1331
Vigilare Wealth Management
Arizona
$3.26M +$193K +432 +6%
NIM
1332
Northeast Investment Management
Massachusetts
$3.26M +$977K +2,184 +44%
FUBT
1333
First United Bank & Trust
Maryland
$3.26M -$20.1K -45 -0.6%
TCBWMS
1334
Texas Capital Bank Wealth Management Services
Texas
$3.25M +$1.84M +4,108 +134%
TH
1335
TCTC Holdings
Texas
$3.24M +$15.7K +35 +0.5%
CT
1336
Caldwell Trust
Florida
$3.24M +$918K +2,053 +40%
OFS
1337
Oldfather Financial Services
Nebraska
$3.24M -$38K -85 -1%
MWM
1338
Mattern Wealth Management
Kansas
$3.24M -$12.5K -28 -0.4%
LB
1339
Leo Brokerage
Texas
$3.24M +$3.19M +7,136 New
CBN
1340
Cadence Bank NA
Texas
$3.23M +$61.7K +138 +2%
PTP
1341
Platform Technology Partners
New York
$3.22M +$44.7K +100 +1%
WFA
1342
WestHill Financial Advisors
California
$3.22M +$447 +1 +0%
FFW
1343
Fusion Family Wealth
New York
$3.19M +$751K +1,679 +31%
BFO
1344
Boston Family Office
Massachusetts
$3.19M +$132K +296 +4%
CSWM
1345
Cassady Schiller Wealth Management
Ohio
$3.19M +$49.6K +111 +2%
APW
1346
Atlantic Private Wealth
North Carolina
$3.19M -$114K -255 -4%
BCA
1347
Bay Colony Advisors
Massachusetts
$3.18M +$21.9K +49 +0.7%
SC
1348
Saiph Capital
New Jersey
$3.17M -$21K -47 -0.7%
AAM
1349
Autus Asset Management
Arizona
$3.16M -$1.08M -2,405 -26%
EAM
1350
Evanson Asset Management
California
$3.15M +$9.84K +22 +0.3%
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