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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
651
Holland Advisory Services
Florida
$18.6M +$8.2M +21,249 +78%
CFGF
652
Compass Financial Group (Florida)
Florida
$18.5M -$502K -1,300 -3%
AFP
653
Alpha Financial Partners
Kentucky
$18.5M +$18.6M +48,210 New
RCAG
654
Rehmann Capital Advisory Group
Michigan
$18.5M +$1.21M +3,131 +7%
SC
655
SouthState Corp
Florida
$18.5M +$187K +484 +1%
PCG
656
Prosperity Consulting Group
Maryland
$18.4M +$922K +2,388 +5%
LWA
657
LWS Wealth Advisors
New Jersey
$18.3M -$1.18M -3,059 -6%
RWA
658
River Wealth Advisors
Pennsylvania
$18.2M -$371K -962 -2%
CWA
659
Consilio Wealth Advisors
Washington
$18.2M +$917K +2,377 +5%
WPW
660
Watershed Private Wealth
Illinois
$18.2M +$18.3M +47,324 New
SAM
661
Silverhawk Asset Management
Arizona
$18.2M +$915K +2,372 +5%
MWM
662
Modera Wealth Management
New Jersey
$18.1M +$2.28M +5,915 +14%
IFA
663
Interactive Financial Advisors
Illinois
$18.1M +$369K +957 +2%
SC
664
Sierra Capital
Florida
$18M +$781K +2,024 +5%
CPIG
665
Chicago Partners Investment Group
Illinois
$17.9M +$1.43M +3,701 +9%
SC
666
Scotia Capital
Ontario, Canada
$17.9M +$1.26M +3,254 +8%
AFG
667
Arkansas Financial Group
Arkansas
$17.8M +$538K +1,393 +3%
VA
668
Valmark Advisers
Ohio
$17.8M +$3.11M +8,069 +21%
DIM
669
Delta Investment Management
California
$17.7M +$6.76M +17,505 +61%
GSWM
670
Greenup Street Wealth Management
Michigan
$17.7M +$421K +1,092 +2%
CW
671
CreativeOne Wealth
Kansas
$17.7M +$6.85M +17,739 +63%
DT
672
Diversified Trust
Tennessee
$17.6M +$7.17M +18,578 +68%
RA
673
Riverstone Advisors
Texas
$17.5M -$3.31M -8,566 -16%
CAWM
674
Capital Advisors Wealth Management
Washington
$17.5M +$1.42M +3,672 +9%
WCM
675
WealthBridge Capital Management
Ohio
$17.5M -$656K -1,701 -4%
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