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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1751
Absolute Capital Management
Pennsylvania
$3.71M +$368K +624 +10%
OFS
1752
Oldfather Financial Services
Nebraska
$3.69M +$77.4K +131 +2%
BFO
1753
Boston Family Office
Massachusetts
$3.69M -$642K -1,088 -14%
CBT
1754
CoreFirst Bank & Trust
Kansas
$3.68M +$196K +332 +5%
SHF
1755
Stage Harbor Financial
Massachusetts
$3.68M -$325K -551 -8%
TFP
1756
Triune Financial Partners
Kansas
$3.67M -$1.77K -3 -0%
EE
1757
EWG Elevate
California
$3.66M +$3.43M +5,810 +818%
ZIC
1758
ZWJ Investment Counsel
Georgia
$3.66M +$31.3K +53 +0.8%
RG
1759
Rathbones Group
United Kingdom
$3.66M +$413K +699 +12%
MFG
1760
MidWestOne Financial Group
Iowa
$3.65M – – –
AWM
1761
Arista Wealth Management
Nevada
$3.64M – – –
IRC
1762
Investors Research Corp
Georgia
$3.63M – – –
RP
1763
Riverbridge Partners
Minnesota
$3.63M -$2.72M -4,598 -42%
LWL
1764
Leo Wealth LLC
Texas
$3.63M -$940K -1,592 -20%
FFB
1765
First Financial Bankshares
Texas
$3.63M -$384K -651 -9%
SPWM
1766
Straight Path Wealth Management
Michigan
$3.61M -$123K -208 -3%
FB
1767
First Bancorp
Maine
$3.6M -$22.4K -38 -0.6%
DACG
1768
Donor Advised Charitable Giving
California
$3.6M +$624K +1,056 +20%
HIF
1769
Hill Island Financial
Michigan
$3.59M -$46.1K -78 -1%
UF
1770
Univest Financial
Pennsylvania
$3.57M +$261K +442 +7%
SFG
1771
Sage Financial Group
Pennsylvania
$3.57M +$22.4K +38 +0.6%
SPF
1772
South Plains Financial
Texas
$3.56M +$105K +177 +3%
FPW
1773
Flywheel Private Wealth
California
$3.56M -$66.1K -112 -2%
FCB
1774
First County Bank
Connecticut
$3.55M -$98K -166 -3%
ET
1775
Equitable Trust
Tennessee
$3.54M -$1.15M -1,947 -24%
69 70
71
72 73