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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
801
Adapt Wealth Advisors
Georgia
$27.8M +$417K +726 +2%
BEI
802
Benjamin Edwards Inc
Missouri
$27.8M -$472K -822 -2%
IFPG
803
Intrepid Financial Planning Group
Indiana
$27.6M -$476K -829 -2%
BAM
804
Belpointe Asset Management
Nevada
$27.5M +$7.95M +13,850 +46%
HCM
805
Hicks Capital Management
Ohio
$27.4M +$29.9K +52 +0.1%
AIA
806
Armor Investment Advisors
North Carolina
$27.4M +$954K +1,662 +4%
V
807
VeraBank
Texas
$27.3M +$4.96M +8,632 +24%
MNBTD
808
Moody National Bank Trust Division
Texas
$27.2M +$193K +337 +0.8%
BIAS
809
Beacon Investment Advisory Services
New Jersey
$27.2M -$2.85M -4,971 -10%
IWP
810
IAG Wealth Partners
Wisconsin
$27.1M +$1.92M +3,338 +8%
AWG
811
Altus Wealth Group
Colorado
$27M -$1.84M -3,206 -7%
FFO
812
Fortitude Family Office
Arizona
$27M -$7.67M -13,353 -24%
WHCFA
813
William Howard & Co Financial Advisors
Tennessee
$26.9M -$371K -646 -1%
OSAM
814
O'Shaughnessy Asset Management
Connecticut
$26.9M +$6.87M +11,973 +38%
AFC
815
Adaptive Financial Consulting
Ohio
$26.9M -$103K -180 -0.4%
IFA
816
Interactive Financial Advisors
Illinois
$26.8M -$1.14M -1,982 -4%
CWS
817
Cypress Wealth Services
California
$26.8M -$6.67M -11,623 -21%
FDP
818
Financiere des Professionnels
Quebec, Canada
$26.8M -$1.55M -2,700 -6%
SWMG
819
Sanchez Wealth Management Group
Florida
$26.7M -$184K -321 -0.7%
AGC
820
Aspen Grove Capital
Colorado
$26.6M – – –
PPWM
821
PFG Private Wealth Management
Florida
$26.6M +$265K +461 +1%
ABWM
822
Alpine Bank Wealth Management
Colorado
$26.6M +$261K +454 +1%
EWM
823
Evermay Wealth Management
Virginia
$26.5M -$1.16M -2,017 -5%
CC
824
Cadinha & Co
Hawaii
$26.4M +$5.01M +8,728 +26%
YWM
825
Yukon Wealth Management
Kansas
$26.3M +$4.49M +7,818 +23%
31 32
33
34 35