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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OEP
676
Ocean Endowment Partners
Illinois
$15.2M – – –
SF
677
Synovus Financial
Georgia
$15.1M +$821K +1,853 +6%
EWM
678
EPG Wealth Management
Georgia
$15.1M -$118K -266 -0.8%
LA
679
Lynch & Associates
Indiana
$15M -$329K -743 -2%
TRCT
680
Tower Research Capital (TRC)
New York
$15M +$12.4M +27,942 +402%
VC
681
Vestor Capital
Illinois
$15M -$214K -483 -1%
UWPG
682
Ullmann Wealth Partners Group
Florida
$15M +$20.8K +47 +0.1%
WHG
683
Westwood Holdings Group
Texas
$15M -$2.91M -6,558 -16%
PCA
684
Pallas Capital Advisors
Massachusetts
$15M +$7.96M +17,968 +128%
SSW
685
Smith Shellnut Wilson
Mississippi
$14.9M +$1.25M +2,821 +9%
IDBONY
686
Israel Discount Bank of New York
New York
$14.8M +$15.3M +34,458 New
VVP
687
Venture Visionary Partners
Ohio
$14.7M +$259K +585 +2%
PBO
688
Peoples Bank (Ohio)
Ohio
$14.7M -$468K -1,055 -3%
HSWM
689
Hubbell Strickland Wealth Management
Louisiana
$14.6M +$401K +905 +3%
GRP
690
Global Retirement Partners
California
$14.5M +$2.32M +5,240 +18%
CAC
691
Certified Advisory Corp
Florida
$14.5M +$120K +271 +0.8%
WEPOG
692
Wealth Enhancement & Preservation of GA
Georgia
$14.5M +$6.24M +14,078 +72%
BFM
693
Broadview Financial Management
Wisconsin
$14.4M -$134K -303 -0.9%
CAG
694
Crestwood Advisors Group
Massachusetts
$14.4M +$59.4K +134 +0.4%
BCM
695
BTC Capital Management
Iowa
$14.4M -$59.4K -134 -0.4%
MFG
696
Merit Financial Group
Georgia
$14.2M -$1.41M -3,193 -9%
KPW
697
Kore Private Wealth
New York
$14.1M -$473K -1,068 -3%
PCM
698
Pennsylvania Capital Management
Pennsylvania
$14.1M +$111K +250 +0.8%
NCM
699
Next Capital Management
New York
$14M +$707K +1,596 +5%
FFS
700
Founders Financial Securities
Maryland
$13.9M -$152K -344 -1%
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