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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
576
Tandem Financial
Colorado
$53.2M +$50.9M +79,107 +18,746%
GWM
577
GoalFusion Wealth Management
Texas
$53.2M +$99.2K +154 +0.2%
KWM
578
Keebeck Wealth Management
Illinois
$53M -$2.29M -3,550 -4%
SIA
579
SkyView Investment Advisors
New Jersey
$53M -$539K -837 -1%
PFS
580
Prospera Financial Services
Texas
$53M -$9.71M -15,079 -16%
ACGA
581
Atlanta Consulting Group Advisors
Georgia
$52.9M +$408K +634 +0.8%
TCM
582
TD Capital Management
Tennessee
$52.9M -$875K -1,359 -2%
WAAG
583
Wealth Alliance Advisory Group
Kansas
$52.7M -$276K -429 -0.5%
NOI
584
Newton One Investments
Delaware
$52.7M +$3.86M +6,001 +8%
HR
585
Howe & Rusling
New York
$52.5M +$1.65M +2,567 +3%
CIA
586
Capital Investment Advisors
Georgia
$52.2M +$1.59M +2,465 +3%
AIP
587
Ameritas Investment Partners
Nebraska
$52M -$23M -35,737 -32%
SWA
588
Serenus Wealth Advisors
California
$51.8M +$438K +680 +0.9%
SA
589
Stewardship Advisors
Pennsylvania
$51.5M -$433K -672 -0.9%
WWM
590
Waterway Wealth Management
Texas
$51.4M +$41.4M +64,225 +80%
FCP
591
Fidelis Capital Partners
Florida
$50.7M +$1.05M +1,634 +2%
JWA
592
JFS Wealth Advisors
Pennsylvania
$50.6M -$1.13M -1,752 -2%
SHGA
593
Sand Hill Global Advisors
California
$50.6M -$5.07M -7,867 -9%
CWM
594
Cornerstone Wealth Management
Missouri
$50.4M -$61.8K -96 -0.1%
FFBTD
595
First Financial Bank - Trust Division
Ohio
$50.4M -$1.49M -2,307 -3%
CPA
596
Capital Performance Advisors
California
$50.2M +$7.62M +11,824 +19%
SCA
597
Stonebridge Capital Advisors
Minnesota
$50M +$116K +180 +0.2%
BWM
598
BankPlus Wealth Management
Mississippi
$49.9M +$975K +1,514 +2%
WC
599
Waterloo Capital
Texas
$49.9M +$500K +776 +1%
LWM
600
Latko Wealth Management
Illinois
$49.7M -$884K -1,372 -2%
22 23
24
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