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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
601
Beacon Financial Planning
Massachusetts
$24.9M -$46.5K -104 -0.2%
IWM
602
IHT Wealth Management
Illinois
$24.9M +$330K +738 +1%
AWM
603
Avondale Wealth Management
Texas
$24.8M +$69.8K +156 +0.3%
FA
604
Flagstar Advisors
New York
$24.8M -$1.25M -2,805 -5%
OGF
605
Orin Green Financial
California
$24.7M -$1.29M -2,877 -5%
FWA
606
FOCUS Wealth Advisors
Texas
$24.6M +$29.1K +65 +0.1%
ECG
607
Edge Capital Group
Georgia
$24.5M +$1.87M +4,184 +8%
S
608
SignatureFD
Georgia
$24.4M -$1.53M -3,431 -6%
WFAG
609
Wescott Financial Advisory Group
Pennsylvania
$24.2M -$538K -1,202 -2%
GSWM
610
Greenup Street Wealth Management
Michigan
$24.2M -$3.02M -6,755 -11%
CP
611
Capital Planning
Washington
$24.2M +$610K +1,364 +2%
CCFM
612
Clear Creek Financial Management
Washington
$24.2M +$1.6M +3,580 +7%
IFA
613
Interactive Financial Advisors
Illinois
$24.1M +$6.73M +15,055 +37%
SCM
614
Spreng Capital Management
Ohio
$24.1M +$12.2M +27,377 +95%
VFP
615
Verus Financial Partners
Virginia
$24.1M +$89.9K +201 +0.4%
GCA
616
Gradient Capital Advisors
California
$24.1M -$328K -734 -1%
FTWA
617
Fifth Third Wealth Advisors
Ohio
$24M +$20.3M +45,444 +435%
PCIA
618
Prime Capital Investment Advisors
Kansas
$23.8M +$64.4K +144 +0.3%
WCM
619
Windsor Capital Management
Arizona
$23.7M -$146K -327 -0.6%
WPW
620
Watershed Private Wealth
Illinois
$23.7M -$170K -379 -0.7%
SIAM
621
Sterling Investment Advisors (Missouri)
Missouri
$23.6M -$1.08M -2,409 -4%
DJYG
622
David J. Yvars Group
Florida
$23.6M +$792K +1,771 +3%
CPIG
623
Chicago Partners Investment Group
Illinois
$23.6M +$264K +590 +1%
SSWM
624
Sheets Smith Wealth Management
North Carolina
$23.5M -$254K -567 -1%
SCA
625
Stonebridge Capital Advisors
Minnesota
$23.5M +$279K +624 +1%
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