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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
601
Adams Wealth Management
Utah
$25.1M -$165K -369 -0.6%
BFP
602
Beacon Financial Planning
Massachusetts
$24.9M -$46.5K -104 -0.2%
IWM
603
IHT Wealth Management
Illinois
$24.9M +$330K +738 +1%
AWM
604
Avondale Wealth Management
Texas
$24.8M +$69.8K +156 +0.3%
FA
605
Flagstar Advisors
New York
$24.8M -$1.25M -2,805 -5%
OGF
606
Orin Green Financial
California
$24.7M -$1.29M -2,877 -5%
FWA
607
FOCUS Wealth Advisors
Texas
$24.6M +$29.1K +65 +0.1%
ECG
608
Edge Capital Group
Georgia
$24.5M +$1.87M +4,184 +8%
S
609
SignatureFD
Georgia
$24.4M -$1.53M -3,431 -6%
WFAG
610
Wescott Financial Advisory Group
Pennsylvania
$24.2M -$538K -1,202 -2%
GSWM
611
Greenup Street Wealth Management
Michigan
$24.2M -$3.02M -6,755 -11%
CP
612
Capital Planning
Washington
$24.2M +$610K +1,364 +2%
CCFM
613
Clear Creek Financial Management
Washington
$24.2M +$1.6M +3,580 +7%
IFA
614
Interactive Financial Advisors
Illinois
$24.1M +$6.73M +15,055 +37%
SCM
615
Spreng Capital Management
Ohio
$24.1M +$12.2M +27,377 +95%
VFP
616
Verus Financial Partners
Virginia
$24.1M +$89.9K +201 +0.4%
GCA
617
Gradient Capital Advisors
California
$24.1M -$328K -734 -1%
FTWA
618
Fifth Third Wealth Advisors
Ohio
$24M +$20.3M +45,444 +435%
PCIA
619
Prime Capital Investment Advisors
Kansas
$23.8M +$64.4K +144 +0.3%
WCM
620
Windsor Capital Management
Arizona
$23.7M -$146K -327 -0.6%
WPW
621
Watershed Private Wealth
Illinois
$23.7M -$170K -379 -0.7%
SIAM
622
Sterling Investment Advisors (Missouri)
Missouri
$23.6M -$1.08M -2,409 -4%
DJYG
623
David J. Yvars Group
Florida
$23.6M +$792K +1,771 +3%
CPIG
624
Chicago Partners Investment Group
Illinois
$23.6M +$264K +590 +1%
SSWM
625
Sheets Smith Wealth Management
North Carolina
$23.5M -$254K -567 -1%
23 24
25
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