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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
851
Cynosure Group
Utah
$26.5M -$3.36M -5,218 -12%
GF
852
Gimbal Financial
Indiana
$26.5M +$243K +378 +1%
SWP
853
Summit Wealth Partners
Florida
$26.4M +$2.38M +3,691 +10%
OAP
854
One Advisory Partners
Kansas
$26.3M -$255K -396 -1%
MWP
855
Moller Wealth Partners
$26.3M -$788K -1,224 -3%
FSA
856
Financial Services Advisory
Maryland
$26.2M -$422K -655 -2%
PWP
857
PrairieView Wealth Partners
Illinois
$26.2M +$620K +962 +3%
FA
858
Flagstar Advisors
New York
$26.2M -$5.24M -8,139 -17%
CSP
859
Cary Street Partners
Virginia
$26.1M -$251K -389 -1%
WCP
860
Wick Capital Partners
Pennsylvania
$26.1M -$14.8M -22,998 -37%
EFS
861
Essex Financial Services
Connecticut
$26.1M +$842K +1,307 +3%
NEAM
862
New England Asset Management
Connecticut
$26.1M +$4.99M +7,750 +25%
EFM
863
Eley Financial Management
Vermont
$26.1M +$199K +309 +0.8%
AWM
864
Abound Wealth Management
Tennessee
$26.1M +$1.18M +1,832 +5%
IFA
865
Interactive Financial Advisors
Illinois
$26M -$2.74M -4,255 -10%
HSWM
866
Hubbell Strickland Wealth Management
Louisiana
$26M +$779K +1,209 +3%
SF
867
Synovus Financial
Georgia
$26M +$815K +1,265 +3%
MWM
868
Mission Wealth Management
California
$25.8M -$403K -626 -2%
DC
869
Destiny Capital
Colorado
$25.7M +$1.57M +2,445 +7%
LA
870
Legacy Advisors
Pennsylvania
$25.7M +$24.7M +38,412 New
HCM
871
Hengehold Capital Management
Ohio
$25.7M +$1.08M +1,679 +5%
PPC
872
Park Place Capital
Alabama
$25.7M +$2.96M +4,594 +14%
ML
873
McAdam LLC
Pennsylvania
$25.6M -$280K -435 -1%
4WM
874
4J Wealth Management
Virginia
$25.6M +$439K +681 +2%
RCG
875
Rock Creek Group
District of Columbia
$25.5M -$473K -735 -2%
33 34
35
36 37