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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
901
Gateway Wealth Partners
Wisconsin
$14M +$3.41M +7,628 +35%
CIP
902
Capital Insight Partners
Arizona
$13.9M +$101K +225 +0.8%
FFO
903
Fortitude Family Office
Arizona
$13.9M +$13M +29,155 New
JWM
904
Jackson Wealth Management
Florida
$13.8M -$3.31M -7,389 -20%
PWM
905
Praetorian Wealth Management
California
$13.8M +$448K +1,000 +4%
IWMWV
906
Ironwood Wealth Management (West Virginia)
West Virginia
$13.8M -$112K -251 -0.9%
CIAS
907
CBIZ Investment Advisory Services
Ohio
$13.7M +$1.58M +3,528 +14%
UCB
908
United Community Bank
South Carolina
$13.7M -$179K -401 -1%
PWMG
909
Provence Wealth Management Group
California
$13.7M -$1.56M -3,477 -11%
BWM
910
BCGM Wealth Management
Indiana
$13.7M -$125K -279 -1%
EWMCB
911
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$13.7M -$6.65M -14,853 -34%
FAM
912
Frontier Asset Management
Wyoming
$13.6M -$587K -1,311 -4%
FTIS
913
First Trust Investment Solutions
Florida
$13.6M +$12.8M +28,508 New
SGCA
914
Steel Grove Capital Advisors
Tennessee
$13.6M -$817K -1,826 -6%
LI
915
Louisbourg Investments
New Brunswick, Canada
$13.5M +$13.6M +30,410 New
EWA
916
Emergent Wealth Advisors
New York
$13.5M +$12.6M +28,251 New
IDBONY
917
Israel Discount Bank of New York
New York
$13.5M -$1.27M -2,843 -9%
LAS
918
Lloyd Advisory Services
Georgia
$13.5M +$12.6M +28,183 New
CTA
919
Chesley Taft & Associates
Illinois
$13.5M -$1.59M -3,543 -11%
HR
920
Hardy Reed
Mississippi
$13.4M -$3.28M -7,336 -21%
FTUS
921
Flow Traders U.S.
New York
$13.4M +$12.6M +28,065 New
MSAM
922
Moloney Securities Asset Management
Missouri
$13.4M -$5.6M -12,510 -31%
BFM
923
Broadview Financial Management
Wisconsin
$13.4M -$298K -666 -2%
FW
924
Fairway Wealth
Ohio
$13.3M +$12.5M +27,909 New
PCM
925
Parsons Capital Management
Rhode Island
$13.3M +$440K +983 +4%
35 36
37
38 39