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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
876
World Investment Advisors
California
$8.41M -$453K -1,134 -5%
PIMG
877
Patriot Investment Management Group
Tennessee
$8.38M -$39.9K -100 -0.4%
AF
878
AtlasMark Financial
Texas
$8.37M +$929K +2,326 +11%
HIA
879
Harbor Investment Advisory
Maryland
$8.34M -$85.1K -213 -0.9%
CWM
880
Castle Wealth Management
Florida
$8.34M -$797K -1,996 -8%
CFC
881
Client First Capital
California
$8.33M -$29.5K -74 -0.3%
TWP
882
TFO Wealth Partners
Ohio
$8.33M -$121K -303 -1%
PWM
883
Perigon Wealth Management
California
$8.33M -$6.39K -16 -0.1%
CCG
884
Cypress Capital Group
Florida
$8.32M +$200K +501 +2%
SFG
885
Sovereign Financial Group
Connecticut
$8.29M +$345K +865 +4%
WA
886
WBH Advisory
Maryland
$8.27M +$880K +2,204 +11%
ICG
887
InterOcean Capital Group
Tennessee
$8.27M +$479K +1,200 +5%
SFP
888
Shepherd Financial Partners
Massachusetts
$8.25M -$817K -2,045 -8%
MSFS
889
Main Street Financial Solutions
Pennsylvania
$8.24M +$8.79K +22 +0.1%
OMC
890
Old Mission Capital
Illinois
$8.23M +$9.16M +22,946 New
DWM
891
Darwin Wealth Management
Florida
$8.19M -$1.12M -2,795 -11%
CC
892
Copperleaf Capital
North Carolina
$8.15M +$9.08M +22,736 New
PNC
893
Park National Corp
Ohio
$8.09M +$352K +881 +4%
HSA
894
HBK Sorce Advisory
Pennsylvania
$8.06M +$50.3K +126 +0.6%
OCM
895
Orion Capital Management
California
$8.04M +$983K +2,462 +12%
PFA
896
Pure Financial Advisors
California
$7.99M -$1.51M -3,794 -15%
CAM
897
Concorde Asset Management
Michigan
$7.98M +$1.3M +3,244 +17%
MWM
898
McNaughton Wealth Management
California
$7.96M +$1.93M +4,821 +28%
NSIM
899
North Star Investment Management
Illinois
$7.94M +$178K +445 +2%
ES
900
Eagle Strategies
New York
$7.94M +$15.2K +38 +0.2%
34 35
36
37 38