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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KDA
901
Kraft Davis & Associates
Missouri
$22.2M -$515K -897 -3%
SWP
902
Summit Wealth Partners
Florida
$22.2M +$10.1M +17,506 +96%
BFS
903
Bradley Foster & Sargent
Connecticut
$22.2M +$2.87M +4,991 +16%
CAC
904
Certified Advisory Corp
Florida
$22.2M -$56.8K -99 -0.3%
TC
905
TAGStone Capital
North Carolina
$22.1M +$36.7K +64 +0.2%
DC
906
DeDora Capital
California
$22M +$476K +829 +2%
DAS
907
Diversify Advisory Services
Utah
$22M +$200K +349 +1%
KAS
908
KPP Advisory Services
Kentucky
$21.9M +$296K +516 +1%
AA
909
ACT Advisors
North Carolina
$21.8M -$7.18M -12,502 -26%
CFO
910
CVA Family Office
Colorado
$21.8M -$245K -426 -1%
TR
911
Tepp RIA
New Jersey
$21.8M +$1.38M +2,412 +7%
SAS
912
SMI Advisory Services
Indiana
$21.7M +$1.97M +3,437 +11%
DI
913
DAGCO Inc
Ohio
$21.7M +$2.07M +3,610 +12%
GG
914
GenWealth Group
New Jersey
$21.7M +$19.6M +34,174 +4,456%
HWA
915
Hilltop Wealth Advisors
North Carolina
$21.7M +$517K +901 +3%
EWA
916
Emergent Wealth Advisors
New York
$21.6M +$303K +527 +2%
SS
917
Sunbelt Securities
Texas
$21.5M +$4.56M +7,945 +28%
SC
918
Scotia Capital
Ontario, Canada
$21.4M -$250K -436 -1%
AI
919
Arvest Investments
Arkansas
$21.4M +$326K +568 +2%
LA
920
Lynch & Associates
Indiana
$21.4M +$283K +493 +1%
MCCA
921
Mill Creek Capital Advisors
Pennsylvania
$21.3M -$142K -247 -0.7%
WPW
922
Waldron Private Wealth
Pennsylvania
$21.1M -$311K -541 -2%
AC
923
Avestar Capital
New York
$21.1M +$8.25M +14,371 +73%
ST
924
Sageworth Trust
Pennsylvania
$21.1M -$9.76K -17 -0.1%
WWM
925
Western Wealth Management
Colorado
$21M +$5.74K +10 +0%
35 36
37
38 39