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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
876
TAGStone Capital
North Carolina
$20M +$96.7K +174 +0.5%
EWM
877
EPG Wealth Management
Georgia
$20M +$19.2M +34,618 New
HWA
878
Hilltop Wealth Advisors
North Carolina
$19.9M -$308K -554 -2%
FNT
879
First National Trust
Pennsylvania
$19.9M +$418K +751 +2%
KDA
880
Kraft Davis & Associates
Missouri
$19.8M +$396K +712 +2%
AWM
881
Abound Wealth Management
Tennessee
$19.8M +$224K +403 +1%
SIM
882
Stratos Investment Management
Ohio
$19.7M +$697K +1,253 +4%
VAS
883
Vestmark Advisory Solutions
Massachusetts
$19.7M +$2.23M +4,003 +13%
SCA
884
Southern Capital Advisors
Tennessee
$19.7M +$215K +387 +1%
CFO
885
CVA Family Office
Colorado
$19.6M +$826K +1,485 +5%
4WM
886
4J Wealth Management
Virginia
$19.6M +$330K +593 +2%
CFC
887
Client First Capital
California
$19.5M -$751K -1,350 -4%
TSWM
888
Tyler-Stone Wealth Management
Ohio
$19.5M +$9.95M +17,901 +112%
AWM
889
Axxcess Wealth Management
California
$19.4M +$1.14M +2,057 +7%
CAG
890
Csenge Advisory Group
Florida
$19.3M +$634K +1,141 +4%
MWP
891
MYCIO Wealth Partners
Pennsylvania
$19.3M +$408K +734 +2%
BFS
892
Bradley Foster & Sargent
Connecticut
$19.2M -$540K -972 -3%
WIA
893
World Investment Advisors
California
$19.2M +$575K +1,034 +3%
RIA
894
Richwood Investment Advisors
Ohio
$19.2M -$278K -500 -1%
AM
895
Atwater Malick
Pennsylvania
$19.1M +$1.17M +2,100 +7%
OC
896
Oarsman Capital
Wisconsin
$19.1M +$1.26M +2,274 +7%
NEAM
897
New England Asset Management
Connecticut
$19.1M -$3.22M -5,800 -15%
SC
898
Stephenson & Company
California
$19.1M +$302K +544 +2%
MAM
899
MMA Asset Management
Pennsylvania
$19M +$12.2M +21,975 +163%
MSWMA
900
Market Street Wealth Management Advisors
Indiana
$18.8M -$220K -395 -1%
34 35
36
37 38