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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
751
Broadview Financial Management
Wisconsin
$15.6M -$400K -867 -3%
KPW
752
Kore Private Wealth
New York
$15.6M -$28.6K -62 -0.2%
WWM
753
WJ Wealth Management
Arizona
$15.5M +$4.96M +10,759 +49%
AIM
754
Acropolis Investment Management
Missouri
$15.5M -$65.4K -142 -0.4%
FFS
755
Founders Financial Securities
Maryland
$15.5M +$32.7K +71 +0.2%
CL
756
Choreo LLC
Illinois
$15.5M +$120K +261 +0.8%
TC
757
TAGStone Capital
North Carolina
$15.3M +$14.8M +32,069 New
BOC
758
Bull Oak Capital
California
$15.3M +$14.8M +32,059 New
CFC
759
Client First Capital
California
$15.2M +$14.7M +31,912 New
MFG
760
Merit Financial Group
Georgia
$15.2M -$504K -1,093 -3%
PCA
761
Pallas Capital Advisors
Massachusetts
$15.2M +$1.12M +2,437 +8%
ST
762
Sageworth Trust
Pennsylvania
$15.2M +$132K +287 +0.9%
SFA
763
Source Financial Advisors
New York
$15.1M +$816K +1,771 +6%
SSW
764
Smith Shellnut Wilson
Mississippi
$15.1M -$1.41M -3,060 -9%
RF
765
Resolute Financial
Massachusetts
$15.1M +$14.6M +31,579 New
PCM
766
Pennsylvania Capital Management
Pennsylvania
$15M +$263K +571 +2%
CW
767
CreativeOne Wealth
Kansas
$15M +$1.39M +3,010 +11%
HI
768
Horizon Investments
North Carolina
$15M -$47.9K -104 -0.3%
FC
769
Fulcrum Capital
Washington
$15M -$162K -351 -1%
VIM
770
VCU Investment Management
Virginia
$14.9M -$9.75M -21,149 -40%
CPIG
771
Chicago Partners Investment Group
Illinois
$14.9M -$322K -698 -2%
FMP
772
Financial Management Professionals
Texas
$14.8M +$14.3M +31,115 +518,583%
SFG
773
StrategIQ Financial Group
Indiana
$14.8M +$409K +888 +3%
MPWT
774
MassMutual Private Wealth & Trust
Connecticut
$14.7M -$621K -1,347 -4%
C
775
Certuity
Florida
$14.7M +$888K +1,927 +7%
29 30
31
32 33