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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
851
Western Wealth Management
Colorado
$29.3M +$8.03M +11,755 +35%
NFG
852
Nadler Financial Group
Illinois
$29.2M +$1.87M +2,733 +7%
CAAM
853
Cornerstone Advisors Asset Management
Pennsylvania
$29.1M -$1.07M -1,566 -3%
GBT
854
Grove Bank & Trust
Florida
$29.1M -$843K -1,234 -3%
MTC
855
Matrix Trust Company
Colorado
$29.1M -$161K -236 -0.5%
PAMG
856
Patton Albertson Miller Group
Tennessee
$29.1M -$182K -266 -0.6%
EFMH
857
E Fund Management (HK)
Hong Kong
$29M +$2.07M +3,029 +7%
EFM
858
E Fund Management
China
$29M +$30.4M +44,471 New
CFO
859
Custos Family Office
Texas
$29M -$491K -719 -2%
HCM
860
Hicks Capital Management
Ohio
$29M -$13K -19 -0%
PA
861
Powerhouse Assets
Massachusetts
$28.9M +$656K +961 +2%
FG
862
Fairman Group
Pennsylvania
$28.9M +$1.48M +2,162 +5%
LWM
863
Liberty Wealth Management
California
$28.8M +$2.58M +3,772 +9%
MNBTD
864
Moody National Bank Trust Division
Texas
$28.7M – – –
SAG
865
SageView Advisory Group
California
$28.7M +$1M +1,465 +3%
APW
866
Acima Private Wealth
Virginia
$28.6M +$584K +855 +2%
TF
867
Trek Financial
Arizona
$28.4M +$9.11M +13,339 +44%
SWP
868
Summit Wealth Partners
Florida
$28.3M +$1.16M +1,701 +4%
CPW
869
Catalyst Private Wealth
California
$28.2M +$227K +333 +0.8%
NGA
870
Naples Global Advisors
Florida
$28.1M +$1.13M +1,661 +4%
LT
871
Legacy Trust
Michigan
$28.1M +$2.25M +3,302 +8%
DT
872
Diversified Trust
Tennessee
$28.1M -$2.22M -3,246 -7%
CI
873
CacheTech Inc
Utah
$28M +$488K +715 +2%
B
874
Bedminster
South Carolina
$27.9M -$2.36M -3,460 -7%
ABWM
875
Alpine Bank Wealth Management
Colorado
$27.8M -$25.3K -37 -0.1%
33 34
35
36 37