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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
876
Patriot Investment Management Group
Tennessee
$8.38M -$39.9K -100 -0.4%
AF
877
AtlasMark Financial
Texas
$8.37M +$929K +2,326 +11%
HIA
878
Harbor Investment Advisory
Maryland
$8.34M -$85.1K -213 -0.9%
CWM
879
Castle Wealth Management
Florida
$8.34M -$797K -1,996 -8%
CFC
880
Client First Capital
California
$8.33M -$29.5K -74 -0.3%
TWP
881
TFO Wealth Partners
Ohio
$8.33M -$121K -303 -1%
PWM
882
Perigon Wealth Management
California
$8.33M -$6.39K -16 -0.1%
CCG
883
Cypress Capital Group
Florida
$8.32M +$200K +501 +2%
SFG
884
Sovereign Financial Group
Connecticut
$8.29M +$345K +865 +4%
WA
885
WBH Advisory
Maryland
$8.27M +$880K +2,204 +11%
ICG
886
InterOcean Capital Group
Tennessee
$8.27M +$479K +1,200 +5%
SFP
887
Shepherd Financial Partners
Massachusetts
$8.25M -$817K -2,045 -8%
MSFS
888
Main Street Financial Solutions
Pennsylvania
$8.24M +$8.79K +22 +0.1%
OMC
889
Old Mission Capital
Illinois
$8.23M +$9.16M +22,946 New
DWM
890
Darwin Wealth Management
Florida
$8.19M -$1.12M -2,795 -11%
CC
891
Copperleaf Capital
North Carolina
$8.15M +$9.08M +22,736 New
PNC
892
Park National Corp
Ohio
$8.09M +$352K +881 +4%
HSA
893
HBK Sorce Advisory
Pennsylvania
$8.06M +$50.3K +126 +0.6%
OCM
894
Orion Capital Management
California
$8.04M +$983K +2,462 +12%
PFA
895
Pure Financial Advisors
California
$7.99M -$1.51M -3,794 -15%
CAM
896
Concorde Asset Management
Michigan
$7.98M +$1.3M +3,244 +17%
MWM
897
McNaughton Wealth Management
California
$7.96M +$1.93M +4,821 +28%
NSIM
898
North Star Investment Management
Illinois
$7.94M +$178K +445 +2%
ES
899
Eagle Strategies
New York
$7.94M +$15.2K +38 +0.2%
VAS
900
Vestmark Advisory Solutions
Massachusetts
$7.93M +$3.24M +8,106 +58%
34 35
36
37 38