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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
826
Transcend Capital Advisors
New Jersey
$9.79M +$404K +1,011 +4%
PM
827
Pembroke Management
Quebec, Canada
$9.78M -$586K -1,468 -5%
LAS
828
Lloyd Advisory Services
Georgia
$9.77M -$8.09M -20,269 -43%
HAS
829
Holland Advisory Services
Florida
$9.76M +$1.6M +4,000 +17%
FC
830
Fulcrum Capital
Washington
$9.73M +$6.79K +17 +0.1%
PWM
831
Praetorian Wealth Management
California
$9.73M +$420K +1,052 +4%
OWA
832
One Wealth Advisors
California
$9.73M +$5.36M +13,419 +98%
CTA
833
Chesley Taft & Associates
Illinois
$9.72M +$178K +447 +2%
TMWM
834
Taylor & Morgan Wealth Management
Michigan
$9.68M +$2.16M +5,400 +25%
PCM
835
Parsons Capital Management
Rhode Island
$9.66M +$491K +1,230 +5%
GWM
836
Gray Wealth Management
Maine
$9.64M +$91.8K +230 +0.9%
GG
837
Gofen & Glossberg
Illinois
$9.6M -$2.4K -6 -0%
MPWT
838
MassMutual Private Wealth & Trust
Connecticut
$9.59M -$1.32M -3,318 -11%
RIM
839
Rakuten Investment Management
Japan
$9.59M -$559K -1,400 -5%
WCFA
840
Walkner Condon Financial Advisors
Wisconsin
$9.57M +$106K +265 +1%
RWP
841
Revolve Wealth Partners
New Jersey
$9.55M +$313K +785 +3%
USCWA
842
U.S. Capital Wealth Advisors
Texas
$9.53M +$546K +1,367 +5%
CIAS
843
CBIZ Investment Advisory Services
Ohio
$9.52M -$8.68M -21,735 -45%
CHA
844
Cooper/Haims Advisors
New York
$9.46M -$5.19K -13 -0%
IAIM
845
International Assets Investment Management
Florida
$9.42M +$276K +690 +3%
GBT
846
Grove Bank & Trust
Florida
$9.39M +$649K +1,625 +7%
4FG
847
4Thought Financial Group
New York
$9.35M +$323K +808 +3%
HWMA
848
Heritage Wealth Management (Arizona)
Arizona
$9.34M +$1.08M +2,693 +12%
OCM
849
Objective Capital Management
Ohio
$9.29M +$666K +1,669 +7%
TCWA
850
Ten Capital Wealth Advisors
Washington
$9.2M +$288K +722 +3%
32 33
34
35 36