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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
726
Morris Financial Concepts
South Carolina
$17.7M +$8.5K +19 +0%
SWMG
727
Sanchez Wealth Management Group
Florida
$17.6M -$89K -199 -0.5%
EL
728
EQ LLC
Washington
$17.6M -$188K -420 -1%
PIAS
729
PCA Investment Advisory Services
Ohio
$17.5M +$97.1K +217 +0.5%
D
730
Diversified
Delaware
$17.5M +$493K +1,102 +3%
RWMH
731
Riverpoint Wealth Management Holdings
Illinois
$17.4M -$68.4K -153 -0.4%
MSAM
732
Moloney Securities Asset Management
Missouri
$17.4M +$4.79M +10,713 +36%
PCA
733
Pallas Capital Advisors
Massachusetts
$17.1M +$3.83M +8,559 +26%
BWP
734
Bernardo Wealth Planning
Pennsylvania
$17.1M +$225K +502 +1%
HI
735
Human Investing
Oregon
$17M -$372K -832 -2%
SS
736
Sunbelt Securities
Texas
$17M +$607K +1,358 +4%
SP
737
SWS Partners
Ohio
$17M +$148K +331 +0.8%
SIA
738
Soltis Investment Advisors
Utah
$16.9M +$383K +856 +2%
IC
739
Iconiq Capital
California
$16.9M +$2.35M +5,249 +15%
MTWSIF
740
Mivtachim The Workers Social Insurance Fund
Israel
$16.8M +$2.2M +4,910 +14%
NRW
741
Nova R Wealth
Kansas
$16.8M +$416K +929 +2%
TA
742
Tiedemann Advisors
New York
$16.8M +$233K +522 +1%
HWA
743
Hilltop Wealth Advisors
North Carolina
$16.8M -$2.11M -4,725 -11%
C
744
Certuity
Florida
$16.7M +$1.77M +3,966 +11%
SIS
745
Strategic Investment Solutions
Illinois
$16.7M +$16.5M +36,818 +6,973%
MWP
746
Moller Wealth Partners
$16.7M -$629K -1,407 -3%
HI
747
Harbour Investments
Wisconsin
$16.6M -$1.21M -2,707 -7%
VWA
748
VERITY Wealth Advisors
United States
$16.4M +$33.1K +74 +0.2%
CWM
749
Centurion Wealth Management
Virginia
$16.4M +$2.29M +5,115 +15%
CC
750
Cadinha & Co
Hawaii
$16.2M -$373K -835 -2%
28 29
30
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