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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
551
IEQ Capital
California
$17.3M +$504K +1,417 +3%
WCM
552
WealthBridge Capital Management
Ohio
$17.3M +$533K +1,498 +3%
RA
553
Rational Advisors
New York
$17.1M -$16.1M -45,137 -50%
SC
554
SouthState Corp
Florida
$17.1M -$4.27K -12 -0%
MYIA
555
Mount Yale Investment Advisors
Colorado
$17M +$1.51M +4,232 +10%
SIA
556
Soltis Investment Advisors
Utah
$17M +$3.45M +9,703 +27%
FFM
557
Fullerton Fund Management
Singapore
$17M +$16M +44,984 +26,002%
WSFS
558
Wilmington Savings Fund Society
Delaware
$16.9M -$560K -1,574 -3%
EA
559
Efficient Advisors
Ohio
$16.9M -$1.32M -3,717 -8%
GL
560
Graypoint LLC
New York
$16.7M +$1.03M +2,881 +7%
KWP
561
Keystone Wealth Partners
Arizona
$16.5M +$15.6M +43,874 New
BFA
562
Beaumont Financial Advisors
Massachusetts
$16.5M -$6.11M -17,171 -28%
LNB
563
Ledyard National Bank
$16.4M +$1.63M +4,581 +12%
TW
564
Transform Wealth
Colorado
$16.3M +$7.44M +20,912 +93%
HC
565
Hoese & Co
Minnesota
$16.3M +$15.6M +43,756 New
FBB
566
Fulton Breakefield Broenniman
Maryland
$16.2M -$5.8M -16,306 -27%
LWM
567
Liberty Wealth Management
California
$16.2M +$681K +1,914 +5%
RWMH
568
Riverpoint Wealth Management Holdings
Illinois
$16.1M -$166K -465 -1%
SCA
569
Stonebridge Capital Advisors
Minnesota
$16M +$345K +969 +2%
IA
570
IFP Advisors
Florida
$16M -$2.56M -7,188 -14%
MFT
571
Moisand Fitzgerald Tamayo
Florida
$15.9M +$146K +411 +1%
NAM
572
North American Management
Massachusetts
$15.9M -$27.8K -78 -0.2%
CWP
573
Corepath Wealth Partners
Arizona
$15.9M +$14.7M +41,309 New
PTC
574
Private Trust Company
Ohio
$15.7M +$410K +1,152 +3%
IWMWV
575
Ironwood Wealth Management (West Virginia)
West Virginia
$15.7M +$14.9M +41,749 New
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