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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
901
CFS Investment Advisory Services
New Jersey
$31.5M -$260K -357 -0.8%
PCA
902
Peddock Capital Advisors
Massachusetts
$31.5M +$717K +985 +2%
ABWM
903
Alpine Bank Wealth Management
Colorado
$31.5M -$382K -524 -1%
IFPG
904
Intrepid Financial Planning Group
Indiana
$31.3M -$262K -360 -0.9%
FDP
905
Financiere des Professionnels
Quebec, Canada
$31.3M +$5.43M +7,450 +22%
LT
906
Legacy Trust
Michigan
$31.2M -$977K -1,342 -3%
KW
907
Keyvantage Wealth
Pennsylvania
$31.2M +$2.85M +3,909 +10%
AF
908
AtlasMark Financial
Texas
$31M +$6.11M +8,394 +25%
SWMG
909
Sanchez Wealth Management Group
Florida
$31M -$311K -427 -1%
KWS
910
Keystone Wealth Services
California
$31M +$192K +263 +0.6%
EFS
911
Essex Financial Services
Connecticut
$31M +$1.42M +1,950 +5%
SCA
912
Southern Capital Advisors
Tennessee
$30.9M +$1.11M +1,520 +4%
TW
913
Traveka Wealth
California
$30.9M +$1.9M +2,613 +7%
NEAM
914
New England Asset Management
Connecticut
$30.8M +$1.53M +2,100 +5%
WP
915
WealthPLAN Partners
Nebraska
$30.7M +$6.95M +9,540 +30%
AWM
916
Adams Wealth Management
Utah
$30.7M -$481K -661 -2%
DC
917
Destiny Capital
Colorado
$30.7M +$453K +622 +2%
MTWSIF
918
Mivtachim The Workers Social Insurance Fund
Israel
$30.6M +$29.8M +40,890 New
VWM
919
Vivid Wealth Management
Iowa
$30.6M +$323K +444 +1%
BHIA
920
Birch Hill Investment Advisors
Massachusetts
$30.5M -$35.7K -49 -0.1%
SAS
921
Sage Advisory Services
Texas
$30.5M +$5.92M +8,130 +25%
PPWM
922
PFG Private Wealth Management
Florida
$30.4M -$4.39M -6,022 -13%
AGC
923
Aspen Grove Capital
Colorado
$30.4M +$77.2K +106 +0.3%
SC
924
Stephenson & Company
California
$30.4M +$1.61M +2,211 +6%
HSWM
925
Hubbell Strickland Wealth Management
Louisiana
$30.4M -$107K -147 -0.4%
35 36
37
38 39