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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
176
TimeScale Financial
Massachusetts
$113M -$448K -1,011 -0.4%
GC
177
Gilbert & Cook
Iowa
$113M -$838K -1,890 -0.7%
SWM
178
Spire Wealth Management
Virginia
$111M +$2.99M +6,750 +3%
GC
179
Grimes & Company
Massachusetts
$110M +$4.03M +9,093 +4%
CWM
180
Calamos Wealth Management
Illinois
$110M -$1.33M -3,008 -1%
GFP
181
Gryphon Financial Partners
Ohio
$107M -$5.11M -11,530 -4%
BCM
182
Brookstone Capital Management
Illinois
$105M +$2.48M +5,607 +2%
RI
183
RPTC Inc
Wyoming
$104M +$325K +733 +0.3%
HFBOT
184
Home Federal Bank of Tennessee
Tennessee
$104M +$1.45M +3,272 +1%
LPT
185
Legacy Private Trust
Wisconsin
$104M +$12.3M +27,826 +13%
GWM
186
Geneos Wealth Management
Colorado
$102M +$2.88M +6,501 +3%
BSB
187
Bangor Savings Bank
Maine
$102M +$3.94M +8,888 +4%
PP
188
Prudential plc
United Kingdom
$101M -$23.1M -52,224 -18%
SIRP
189
Shelter Insurance Retirement Plan
Missouri
$101M +$460K +1,038 +0.4%
CB
190
Commerce Bank
Missouri
$101M +$1.45M +3,272 +1%
MFS
191
McNamara Financial Services
Massachusetts
$101M +$2.76M +6,238 +3%
MA
192
MUFG Americas
New York
$100M -$221K -499 -0.2%
JC
193
JB Capital
Connecticut
$99.3M +$102M +230,596 New
PP
194
Pegasus Partners
Wisconsin
$99.3M +$2.18M +4,930 +2%
FSWA
195
Financial Synergies Wealth Advisors
Texas
$99.2M -$752K -1,697 -0.7%
GT
196
Glenview Trust
Kentucky
$98.7M +$1.55M +3,498 +2%
SIMM
197
Stillwater Investment Management (Minnesota)
Minnesota
$97.6M +$2.5M +5,632 +3%
CFIA
198
Cantor Fitzgerald Investment Advisors
New York
$93.5M -$4.69M -10,592 -5%
FCB
199
First Command Bank
Texas
$93.3M -$86.4M -194,982 -47%
FCFS
200
First Command Financial Services
Texas
$93.3M -$86.4M -194,982 -47%
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