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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HSWM
876
Hubbell Strickland Wealth Management
Louisiana
$23.4M +$350K +609 +2%
4WM
877
4J Wealth Management
Virginia
$23.3M +$401K +698 +2%
SF
878
Synovus Financial
Georgia
$23.3M -$330K -574 -2%
FPW
879
Flagship Private Wealth
Massachusetts
$23.1M -$1.01M -1,762 -5%
FFW
880
Fusion Family Wealth
New York
$23.1M +$1.67M +2,907 +8%
AWM
881
Abound Wealth Management
Tennessee
$23M -$505K -879 -2%
RIA
882
Richwood Investment Advisors
Ohio
$23M +$602K +1,048 +3%
OWA
883
One Wealth Advisors
California
$22.9M +$608K +1,059 +3%
MA
884
Marquette Associates
Illinois
$22.8M -$918K -1,599 -4%
HCM
885
Hengehold Capital Management
Ohio
$22.8M +$1.4M +2,446 +7%
SS
886
SBI Securities
Japan
$22.7M +$10.3K +18 +0%
CWM
887
Congress Wealth Management
Massachusetts
$22.7M +$1.29M +2,242 +7%
RFG
888
RFP Financial Group
Georgia
$22.7M -$682K -1,188 -3%
SXL
889
Summit X LLC
Missouri
$22.6M -$7.34M -12,775 -26%
OCM
890
Orion Capital Management
California
$22.6M +$1.48M +2,585 +8%
PCA
891
Peddock Capital Advisors
Massachusetts
$22.5M +$444K +774 +2%
PPW
892
Parcion Private Wealth
Washington
$22.5M +$525M +914,752 +39,668%
SCA
893
Southern Capital Advisors
Tennessee
$22.5M +$367K +640 +2%
TSWM
894
Tyler-Stone Wealth Management
Ohio
$22.4M -$315K -549 -2%
LT
895
Legacy Trust
Michigan
$22.3M +$6.67M +11,617 +48%
DC
896
Destiny Capital
Colorado
$22.3M +$1.5M +2,615 +8%
TFM
897
Trademark Financial Management
Minnesota
$22.3M +$2.24M +3,899 +12%
PCS
898
Private Client Services
Kentucky
$22.3M +$6.92M +12,056 +51%
4FG
899
4Thought Financial Group
New York
$22.2M +$12.4M +21,626 +152%
SC
900
Stephenson & Company
California
$22.2M +$878K +1,529 +4%
34 35
36
37 38