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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
901
Capital Insight Partners
Arizona
$13.9M +$101K +225 +0.8%
FFO
902
Fortitude Family Office
Arizona
$13.9M +$13M +29,155 New
JWM
903
Jackson Wealth Management
Florida
$13.8M -$3.31M -7,389 -20%
PWM
904
Praetorian Wealth Management
California
$13.8M +$448K +1,000 +4%
IWMWV
905
Ironwood Wealth Management (West Virginia)
West Virginia
$13.8M -$112K -251 -0.9%
CIAS
906
CBIZ Investment Advisory Services
Ohio
$13.7M +$1.58M +3,528 +14%
UCB
907
United Community Bank
South Carolina
$13.7M -$179K -401 -1%
PWMG
908
Provence Wealth Management Group
California
$13.7M -$1.56M -3,477 -11%
BWM
909
BCGM Wealth Management
Indiana
$13.7M -$125K -279 -1%
EWMCB
910
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$13.7M -$6.65M -14,853 -34%
FAM
911
Frontier Asset Management
Wyoming
$13.6M -$587K -1,311 -4%
FTIS
912
First Trust Investment Solutions
Florida
$13.6M +$12.8M +28,508 New
SGCA
913
Steel Grove Capital Advisors
Tennessee
$13.6M -$817K -1,826 -6%
LI
914
Louisbourg Investments
New Brunswick, Canada
$13.5M +$13.6M +30,410 New
EWA
915
Emergent Wealth Advisors
New York
$13.5M +$12.6M +28,251 New
IDBONY
916
Israel Discount Bank of New York
New York
$13.5M -$1.27M -2,843 -9%
LAS
917
Lloyd Advisory Services
Georgia
$13.5M +$12.6M +28,183 New
CTA
918
Chesley Taft & Associates
Illinois
$13.5M -$1.59M -3,543 -11%
HR
919
Hardy Reed
Mississippi
$13.4M -$3.28M -7,336 -21%
FTUS
920
Flow Traders U.S.
New York
$13.4M +$12.6M +28,065 New
MSAM
921
Moloney Securities Asset Management
Missouri
$13.4M -$5.6M -12,510 -31%
BFM
922
Broadview Financial Management
Wisconsin
$13.4M -$298K -666 -2%
FW
923
Fairway Wealth
Ohio
$13.3M +$12.5M +27,909 New
PCM
924
Parsons Capital Management
Rhode Island
$13.3M +$440K +983 +4%
AWM
925
Axxcess Wealth Management
California
$13.2M +$550K +1,229 +5%
35 36
37
38 39