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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
751
Baltimore-Washington Financial Advisors
Maryland
$13.7M +$1.09M +2,830 +9%
HR
752
Hardy Reed
Mississippi
$13.7M -$58.7K -152 -0.4%
NB
753
Northwest Bancshares
Pennsylvania
$13.7M -$301K -780 -2%
KFA
754
Kapstone Financial Advisors
Ohio
$13.6M +$12.5M +32,495 New
OBWG
755
Onyx Bridge Wealth Group
New York
$13.6M -$1.1M -2,844 -8%
SS
756
Simplicity Solutions
Minnesota
$13.6M -$3.64M -9,441 -21%
SP
757
SWS Partners
Ohio
$13.6M +$178K +460 +1%
CC
758
Cadinha & Co
Hawaii
$13.6M +$100K +259 +0.7%
RIA
759
Richwood Investment Advisors
Ohio
$13.5M -$533K -1,382 -4%
BPCE
760
Bank Pictet & Cie (Europe)
Germany
$13.5M – – –
IC
761
Iconiq Capital
California
$13.5M -$1.75M -4,545 -11%
SFG
762
Snider Financial Group
Washington
$13.4M -$119K -309 -0.9%
GG
763
GenWealth Group
New Jersey
$13.3M +$13.1M +33,897 +4,035%
WJA
764
Willis Johnson & Associates
Texas
$13.3M -$2.31M -5,989 -15%
PHAM
765
Palisades Hudson Asset Management
Florida
$13.3M -$61K -158 -0.5%
IA
766
IFS Advisors
Kansas
$13.2M -$116K -301 -0.9%
C
767
Certuity
Florida
$13.1M +$308K +799 +2%
EFM
768
Eley Financial Management
Vermont
$13.1M +$13.1M +34,063 New
MMRF
769
Michelson Medical Research Foundation
California
$12.9M +$13M +33,699 New
ST
770
Sageworth Trust
Pennsylvania
$12.9M +$896K +2,321 +7%
AWM
771
Abound Wealth Management
Tennessee
$12.9M +$292K +756 +2%
NRW
772
Nova R Wealth
Kansas
$12.9M +$2.15M +5,565 +20%
WWM
773
Western Wealth Management
Colorado
$12.9M -$14.9M -38,485 -53%
MFG
774
Monumental Financial Group
Maryland
$12.9M -$6.45M -16,707 -33%
SFA
775
Source Financial Advisors
New York
$12.8M +$78.3K +203 +0.6%
29 30
31
32 33