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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1326
Burke & Herbert Bank & Trust
Virginia
$6.29M +$3.99M +7,579 +194%
IC
1327
Iconiq Capital
California
$6.28M -$104K -197 -2%
WP
1328
Westmount Partners
California
$6.27M +$15.2K +29 +0.3%
SF
1329
Symphony Financial
Texas
$6.25M +$1.07M +2,033 +22%
SAM
1330
Smartleaf Asset Management
Massachusetts
$6.25M +$55.2K +105 +0.9%
BC
1331
Barrett & Company
Rhode Island
$6.22M -$221K -421 -4%
HNB
1332
Hilltop National Bank
Wyoming
$6.2M -$15.2K -29 -0.3%
ASW
1333
Astoria Strategic Wealth
Texas
$6.18M +$212K +404 +4%
LIA
1334
LifePlan Investment Advisors
North Carolina
$6.13M -$66.8K -127 -1%
IIC
1335
Ironwood Investment Counsel
Arizona
$6.12M -$117K -222 -2%
MFC
1336
Mechanics Financial Corp
Ohio
$6.1M +$279K +531 +5%
GLLW
1337
Graves Light Lenhart Wealth
Virginia
$6.09M -$31.6K -60 -0.5%
IFA
1338
Index Fund Advisors
California
$6.09M -$114K -217 -2%
AC
1339
AWM Capital
Arizona
$6.08M +$2.1K +4 +0%
ITB
1340
Idaho Trust Bank
Idaho
$6.08M +$4.18M +7,940 +251%
JSL
1341
JT Stratford LLC
Georgia
$6.06M +$651K +1,238 +13%
NW
1342
NewEdge Wealth
Pennsylvania
$6.03M -$1.01M -1,923 -15%
AWM
1343
Able Wealth Management
New Jersey
$6.02M -$117K -223 -2%
NB
1344
Nicolet Bankshares
Wisconsin
$6.01M +$31K +59 +0.5%
FSA
1345
Financial Services Advisory
Maryland
$5.99M -$2.14M -4,068 -27%
CWP
1346
Curated Wealth Partners
California
$5.99M +$5.75M +10,938 New
BTWM
1347
Brass Tax Wealth Management
Ohio
$5.95M +$807K +1,535 +16%
EA
1348
Emerald Advisors
Washington
$5.95M -$337K -640 -6%
BPWM
1349
Badgley Phelps Wealth Managers
Washington
$5.94M -$169K -322 -3%
TCG
1350
Transcendent Capital Group
Oklahoma
$5.92M -$58.9K -112 -1%
52 53
54
55 56