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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
601
Outlook Wealth Advisors
Texas
$14.6M -$2.6M -7,311 -16%
JFG
602
JMG Financial Group
Illinois
$14.6M -$228K -641 -2%
LA
603
Lynch & Associates
Indiana
$14.5M -$695K -1,952 -5%
SL
604
SWMG LLC
Texas
$14.5M +$13.6M +38,314 New
KFS
605
Kelly Financial Services
Massachusetts
$14.4M -$636K -1,788 -4%
UWPG
606
Ullmann Wealth Partners Group
Florida
$14.4M -$596K -1,674 -4%
DIM
607
Delta Investment Management
California
$14.4M +$5.88M +16,523 +76%
CTB
608
Country Trust Bank
Illinois
$14.4M +$257K +723 +2%
SC
609
Savant Capital
Illinois
$14.3M -$736K -2,069 -5%
PBO
610
Peoples Bank (Ohio)
Ohio
$14.3M -$142K -400 -1%
TPCW
611
TD Private Client Wealth
New York
$14.3M +$1.53M +4,288 +13%
GCA
612
Greenwood Capital Associates
South Carolina
$14.2M +$7.87M +22,119 +140%
SBSB
613
Sullivan, Bruyette, Speros & Blaney
Virginia
$14.2M -$259K -727 -2%
FFBTD
614
First Financial Bank - Trust Division
Ohio
$14.2M -$1M -2,811 -7%
CA
615
Calton & Associates
Florida
$14.2M +$5.85M +16,437 +77%
HR
616
Hardy Reed
Mississippi
$14.2M -$298K -836 -2%
BWP
617
Bernardo Wealth Planning
Pennsylvania
$14.1M -$4.03M -11,315 -23%
EWA
618
EP Wealth Advisors
California
$14.1M -$1.83M -5,135 -12%
IDBONY
619
Israel Discount Bank of New York
New York
$14M -$1.16M -3,248 -8%
MPWT
620
MassMutual Private Wealth & Trust
Connecticut
$14M -$436K -1,224 -3%
WA
621
Wealth Alliance
New York
$13.9M +$1.34M +3,761 +11%
BCA
622
Biltmore Capital Advisors
New Jersey
$13.9M +$11.8M +33,199 +882%
MWP
623
Moller Wealth Partners
$13.8M -$141K -396 -1%
EWA
624
Exencial Wealth Advisors
Oklahoma
$13.7M -$11.9M -33,318 -48%
BWM
625
BCGM Wealth Management
Indiana
$13.7M +$12.4M +34,865 New
23 24
25
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