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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
826
Diversified Trust
Tennessee
$9.79M -$355K -889 -3%
TCA
827
Transcend Capital Advisors
New Jersey
$9.79M +$404K +1,011 +4%
PM
828
Pembroke Management
Quebec, Canada
$9.78M -$586K -1,468 -5%
LAS
829
Lloyd Advisory Services
Georgia
$9.77M -$8.09M -20,269 -43%
HAS
830
Holland Advisory Services
Florida
$9.76M +$1.6M +4,000 +17%
FC
831
Fulcrum Capital
Washington
$9.73M +$6.79K +17 +0.1%
PWM
832
Praetorian Wealth Management
California
$9.73M +$420K +1,052 +4%
OWA
833
One Wealth Advisors
California
$9.73M +$5.36M +13,419 +98%
CTA
834
Chesley Taft & Associates
Illinois
$9.72M +$178K +447 +2%
TMWM
835
Taylor & Morgan Wealth Management
Michigan
$9.68M +$2.16M +5,400 +25%
PCM
836
Parsons Capital Management
Rhode Island
$9.66M +$491K +1,230 +5%
GWM
837
Gray Wealth Management
Maine
$9.64M +$91.8K +230 +0.9%
GG
838
Gofen & Glossberg
Illinois
$9.6M -$2.4K -6 -0%
MPWT
839
MassMutual Private Wealth & Trust
Connecticut
$9.59M -$1.32M -3,318 -11%
RIM
840
Rakuten Investment Management
Japan
$9.59M -$559K -1,400 -5%
WCFA
841
Walkner Condon Financial Advisors
Wisconsin
$9.57M +$106K +265 +1%
RWP
842
Revolve Wealth Partners
New Jersey
$9.55M +$313K +785 +3%
USCWA
843
U.S. Capital Wealth Advisors
Texas
$9.53M +$546K +1,367 +5%
CIAS
844
CBIZ Investment Advisory Services
Ohio
$9.52M -$8.68M -21,735 -45%
CHA
845
Cooper/Haims Advisors
New York
$9.46M -$5.19K -13 -0%
IAIM
846
International Assets Investment Management
Florida
$9.42M +$276K +690 +3%
GBT
847
Grove Bank & Trust
Florida
$9.39M +$649K +1,625 +7%
4FG
848
4Thought Financial Group
New York
$9.35M +$323K +808 +3%
HWMA
849
Heritage Wealth Management (Arizona)
Arizona
$9.34M +$1.08M +2,693 +12%
OCM
850
Objective Capital Management
Ohio
$9.29M +$666K +1,669 +7%
32 33
34
35 36