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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
801
WealthPLAN Partners
Nebraska
$10.1M -$19.1K -43 -0.2%
PCA
802
Providence Capital Advisors
North Carolina
$10.1M +$32.3K +73 +0.3%
TWP
803
TFO Wealth Partners
Ohio
$10.1M – – –
FFC
804
Fure Financial Corporation
Minnesota
$10M +$315K +710 +3%
CWA
805
Centennial Wealth Advisory
Michigan
$10M +$5.36M +12,086 +108%
COF
806
Capital One Financial
Virginia
$10M +$1.83M +4,130 +22%
FC
807
Fusion Capital
South Carolina
$9.98M +$139K +313 +1%
PI
808
PineBridge Investments
New York
$9.92M -$1.13M -2,550 -10%
MWM
809
Merriman Wealth Management
Washington
$9.92M -$102K -231 -1%
SS
810
Sunbelt Securities
Texas
$9.91M – – –
TCA
811
Transcend Capital Advisors
New Jersey
$9.9M +$1.07M +2,414 +13%
MSFS
812
Main Street Financial Solutions
Pennsylvania
$9.86M -$106K -239 -1%
CGFA
813
Colton Groome Financial Advisors
North Carolina
$9.81M +$4.85M +10,944 +93%
CI
814
Clal Insurance
Israel
$9.77M +$6.49M +14,649 +184%
GF
815
Genworth Financial
Virginia
$9.74M +$10M +22,600 New
HPWM
816
Highland Private Wealth Management
Washington
$9.72M +$3.49M +7,879 +54%
CCP
817
Corient Capital Partners
California
$9.69M -$177K -399 -2%
FA
818
Fermata Advisors
California
$9.69M +$3.63M +8,201 +57%
MSA
819
Mason Street Advisors
Wisconsin
$9.65M +$8.24M +18,600 +489%
LIM
820
Leavell Investment Management
Alabama
$9.62M +$77.5K +175 +0.8%
EK
821
Evensky & Katz
Florida
$9.55M -$508K -1,146 -5%
PWM
822
Praetorian Wealth Management
California
$9.46M -$1.73M -3,914 -15%
WWM
823
WJ Wealth Management
Arizona
$9.37M +$7.11M +16,047 +280%
FIM
824
Fernwood Investment Management
Massachusetts
$9.37M +$385K +869 +4%
PCA
825
Peddock Capital Advisors
Massachusetts
$9.36M -$89.5K -202 -0.9%
31 32
33
34 35