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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
876
EPG Wealth Management
Georgia
$20M +$19.2M +34,618 New
HWA
877
Hilltop Wealth Advisors
North Carolina
$19.9M -$308K -554 -2%
FNT
878
First National Trust
Pennsylvania
$19.9M +$418K +751 +2%
KDA
879
Kraft Davis & Associates
Missouri
$19.8M +$396K +712 +2%
AWM
880
Abound Wealth Management
Tennessee
$19.8M +$224K +403 +1%
SIM
881
Stratos Investment Management
Ohio
$19.7M +$697K +1,253 +4%
VAS
882
Vestmark Advisory Solutions
Massachusetts
$19.7M +$2.23M +4,003 +13%
SCA
883
Southern Capital Advisors
Tennessee
$19.7M +$215K +387 +1%
CFO
884
CVA Family Office
Colorado
$19.6M +$826K +1,485 +5%
4WM
885
4J Wealth Management
Virginia
$19.6M +$330K +593 +2%
CFC
886
Client First Capital
California
$19.5M -$751K -1,350 -4%
TSWM
887
Tyler-Stone Wealth Management
Ohio
$19.5M +$9.95M +17,901 +112%
AWM
888
Axxcess Wealth Management
California
$19.4M +$1.14M +2,057 +7%
CAG
889
Csenge Advisory Group
Florida
$19.3M +$634K +1,141 +4%
MWP
890
MYCIO Wealth Partners
Pennsylvania
$19.3M +$408K +734 +2%
BFS
891
Bradley Foster & Sargent
Connecticut
$19.2M -$540K -972 -3%
WIA
892
World Investment Advisors
California
$19.2M +$575K +1,034 +3%
RIA
893
Richwood Investment Advisors
Ohio
$19.2M -$278K -500 -1%
AM
894
Atwater Malick
Pennsylvania
$19.1M +$1.17M +2,100 +7%
OC
895
Oarsman Capital
Wisconsin
$19.1M +$1.26M +2,274 +7%
NEAM
896
New England Asset Management
Connecticut
$19.1M -$3.22M -5,800 -15%
SC
897
Stephenson & Company
California
$19.1M +$302K +544 +2%
MAM
898
MMA Asset Management
Pennsylvania
$19M +$12.2M +21,975 +163%
MSWMA
899
Market Street Wealth Management Advisors
Indiana
$18.8M -$220K -395 -1%
AWG
900
Altus Wealth Group
Colorado
$18.8M +$2.83M +5,095 +19%
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36
37 38