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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
726
SouthState Corp
Florida
$25.6M +$583K +1,108 +2%
HNW
727
High Note Wealth
Minnesota
$25.6M +$4.1M +7,789 +20%
OWMIAS
728
One Wealth Management Investment & Advisory Services
Florida
$25.5M -$2.96M -5,637 -11%
SC
729
Scotia Capital
Ontario, Canada
$25.5M -$597K -1,136 -2%
FPCP
730
Fort Point Capital Partners
California
$25.4M +$481K +915 +2%
SVWG
731
Shared Vision Wealth Group
United States
$25.4M -$4.72M -8,970 -16%
LFG
732
Leverty Financial Group
Wisconsin
$25.4M -$185K -352 -0.8%
SL
733
Sentinus LLC
Illinois
$25.3M -$4.13M -7,851 -14%
NFP
734
NorthLanding Financial Partners
New York
$25.3M +$759K +1,443 +3%
SC
735
Syon Capital
California
$25.2M -$242K -460 -1%
BFS
736
Bare Financial Services
Pennsylvania
$25.2M +$9.91M +18,845 +71%
AF
737
Advisornet Financial
Minnesota
$25M +$2.85M +5,426 +13%
BHIA
738
Birch Hill Investment Advisors
Massachusetts
$24.9M +$59.9K +114 +0.3%
VWM
739
Vivid Wealth Management
Iowa
$24.9M +$1.35M +2,565 +6%
MAG
740
MRA Advisory Group
New Jersey
$24.8M +$3.91M +7,434 +20%
MNBTD
741
Moody National Bank Trust Division
Texas
$24.8M – – –
BFM
742
Boston Financial Management
Massachusetts
$24.6M -$1.54M -2,929 -6%
CG
743
Cynosure Group
Utah
$24.5M -$23.1K -44 -0.1%
AGC
744
Aspen Grove Capital
Colorado
$24.5M – – –
AFC
745
Adaptive Financial Consulting
Ohio
$24.5M +$211K +401 +0.9%
CST
746
Charles Schwab Trust
Nevada
$24.5M -$1.95M -3,707 -8%
AWM
747
Adams Wealth Management
Utah
$24.3M +$77.8K +148 +0.3%
CI
748
CacheTech Inc
Utah
$24.3M +$23.4M +44,475 New
GCA
749
Greenwood Capital Associates
South Carolina
$24.3M -$2.11M -4,009 -8%
GAB
750
German American Bancorp
Indiana
$24.2M +$22.3M +42,452 +2,286%
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