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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
776
Meridian Management
Arkansas
$35.2M +$534K +786 +2%
CFP
777
Cypress Financial Planning
New Jersey
$35.2M +$159K +234 +0.5%
EFG
778
Elevated Financial Group
Indiana
$35.1M +$34.8M +51,296 New
SIA
779
Soltis Investment Advisors
Utah
$35M -$650K -957 -2%
SC
780
Syon Capital
California
$35M -$266K -391 -0.8%
AFW
781
Atlantic Family Wealth
Florida
$35M -$67.2K -99 -0.2%
ICMM
782
Integrated Capital Management (Michigan)
Michigan
$35M -$399K -588 -1%
HWA
783
HCR Wealth Advisors
California
$34.9M +$6.54M +9,624 +23%
AM
784
Atwater Malick
Pennsylvania
$34.9M +$3.53M +5,203 +11%
PWMAG
785
Pinnacle Wealth Management Advisory Group
New Jersey
$34.8M +$144K +212 +0.4%
JESC
786
J.E. Simmons & Co
Texas
$34.8M +$34.5M +50,822 New
CFO
787
Cambient Family Office
Michigan
$34.8M +$34.5M +50,794 New
FFO
788
Fortitude Family Office
Arizona
$34.7M +$959K +1,412 +3%
SW
789
SVB Wealth
Massachusetts
$34.6M +$4.21M +6,195 +14%
OSAM
790
O'Shaughnessy Asset Management
Connecticut
$34.5M +$2.66M +3,922 +8%
UE
791
Unisphere Establishment
Liechtenstein
$34.2M +$34M +50,000 New
ERWM
792
Elk River Wealth Management
Colorado
$34.2M -$934K -1,376 -3%
FPW
793
Flagship Private Wealth
Massachusetts
$34.2M +$842K +1,240 +3%
VA
794
VestGen Advisors
Illinois
$33.9M -$1.26M -1,853 -4%
AC
795
AMS Capital
Brazil
$33.8M +$5.88M +8,665 +21%
CIAS
796
CFS Investment Advisory Services
New Jersey
$33.8M +$1.42M +2,086 +4%
V
797
VeraBank
Texas
$33.6M +$1.79M +2,640 +6%
BFP
798
Beacon Financial Planning
Massachusetts
$33.5M -$307K -452 -0.9%
NFP
799
NorthLanding Financial Partners
New York
$33.5M +$604K +889 +2%
VFP
800
Verus Financial Partners
Virginia
$33.3M -$333K -490 -1%
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