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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
826
PAX Financial Group
Texas
$27.8M +$2.46M +3,815 +10%
HWA
827
HCR Wealth Advisors
California
$27.8M +$913K +1,417 +4%
YWM
828
Yukon Wealth Management
Kansas
$27.8M -$562K -872 -2%
FG
829
Fairman Group
Pennsylvania
$27.8M +$2.18M +3,389 +9%
KWS
830
Keystone Wealth Services
California
$27.8M -$6.91M -10,724 -21%
NGA
831
Naples Global Advisors
Florida
$27.7M -$255K -396 -0.9%
EWM
832
Evermay Wealth Management
Virginia
$27.6M -$916K -1,423 -3%
WHCFA
833
William Howard & Co Financial Advisors
Tennessee
$27.6M -$1.41M -2,188 -5%
TIAAOA
834
Teachers Insurance & Annuity Association of America
New York
$27.5M -$12.2K -19 -0%
NFG
835
Nadler Financial Group
Illinois
$27.5M +$711K +1,104 +3%
FLP
836
Financial Life Planners
Arizona
$27.4M +$1,000K +1,552 +4%
BHIA
837
Birch Hill Investment Advisors
Massachusetts
$27.4M -$180K -280 -0.7%
IWP
838
IAG Wealth Partners
Wisconsin
$27.4M -$1.78M -2,759 -6%
BIAS
839
Beacon Investment Advisory Services
New Jersey
$27.4M -$1.85M -2,874 -7%
AC
840
AMS Capital
Brazil
$27.3M -$10.5M -16,234 -28%
CST
841
Charles Schwab Trust
Nevada
$27.2M -$133K -207 -0.5%
RWMH
842
Riverpoint Wealth Management Holdings
Illinois
$27.2M +$210K +326 +0.8%
LWM
843
Liberty Wealth Management
California
$26.9M +$269K +418 +1%
NRW
844
Nova R Wealth
Kansas
$26.9M -$45.1K -70 -0.2%
VWM
845
Vivid Wealth Management
Iowa
$26.8M -$1.28M -1,982 -5%
WDG
846
Wealth Dimensions Group
Ohio
$26.7M +$188K +292 +0.7%
EIA
847
Eldridge Investment Advisors
New Hampshire
$26.7M -$10.8M -16,701 -30%
WIM
848
WealthPlan Investment Management
Nebraska
$26.7M +$19M +29,486 +285%
HI
849
Human Investing
Oregon
$26.7M +$346K +538 +1%
AWA
850
American Wealth Advisors
Georgia
$26.6M +$25.6M +39,736 New
32 33
34
35 36