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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOTS
1751
Trust Company of the South
North Carolina
$4.5M – – –
FUBT
1752
First United Bank & Trust
Maryland
$4.5M -$19.3K -30 -0.4%
RWPA
1753
Richard W. Paul & Associates
Michigan
$4.47M +$38K +59 +0.9%
CCM
1754
Chilton Capital Management
Texas
$4.47M -$43.2K -67 -1%
HWM
1755
Hemington Wealth Management
Virginia
$4.47M -$34.8K -54 -0.8%
M
1756
MOTCO
Texas
$4.47M +$221K +343 +5%
HA
1757
Helium Advisors
Washington
$4.46M -$515K -799 -11%
CBT
1758
CoreFirst Bank & Trust
Kansas
$4.45M -$32.2K -50 -0.7%
EMAM
1759
Encompass More Asset Management
California
$4.45M -$171K -265 -4%
AP
1760
Americana Partners
Texas
$4.44M +$764K +1,187 +22%
WSA
1761
Warm Springs Advisors
California
$4.44M -$20.6K -32 -0.5%
SFG
1762
Sage Financial Group
Pennsylvania
$4.44M +$81.2K +126 +2%
OPWM
1763
Oakwell Private Wealth Management
Texas
$4.44M – – –
SCG
1764
Sonata Capital Group
Washington
$4.43M – – –
BFO
1765
Boston Family Office
Massachusetts
$4.42M +$1.29K +2 +0%
CPCM
1766
Cornerstone Partners Capital Management
Virginia
$4.42M -$1.56M -2,420 -27%
D
1767
Dentgroup
Louisiana
$4.42M -$7.08K -11 -0.2%
FPW
1768
Flywheel Private Wealth
California
$4.4M +$366K +569 +9%
SPF
1769
South Plains Financial
Texas
$4.4M +$63.1K +98 +2%
LWL
1770
Leo Wealth LLC
Texas
$4.4M -$2.22M -3,453 -34%
IFS
1771
Intelligent Financial Strategies
Minnesota
$4.38M -$137K -213 -3%
CC
1772
Corsicana & Co
Texas
$4.38M +$4.21M +6,544 New
HFS
1773
Howard Financial Services
Texas
$4.38M +$12.2K +19 +0.3%
GVCM
1774
Global View Capital Management
Wisconsin
$4.36M +$234K +363 +6%
RP
1775
Riverbridge Partners
Minnesota
$4.36M +$2.3M +3,566 +121%
69 70
71
72 73