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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
901
Hilltop Wealth Advisors
North Carolina
$24.3M +$880K +1,367 +4%
FPAS
902
Focus Partners Advisor Solutions
Missouri
$24.2M +$3.69M +5,732 +19%
TFM
903
Trademark Financial Management
Minnesota
$24.1M +$12.9K +20 +0.1%
LP
904
LGL Partners
Pennsylvania
$24.1M -$1.59M -2,476 -6%
SC
905
Stephenson & Company
California
$24.1M +$79.9K +124 +0.3%
CFC
906
Client First Capital
California
$24M -$1.57M -2,432 -6%
OCM
907
Orion Capital Management
California
$24M -$339K -526 -1%
SFFS
908
Stonehage Fleming Financial Services
Jersey
$24M -$6.1M -9,471 -21%
SS
909
SBI Securities
Japan
$23.9M -$584K -906 -2%
SC
910
Scotia Capital
Ontario, Canada
$23.9M +$788K +1,223 +4%
BL
911
BFSG LLC
California
$23.9M +$17M +26,356 +283%
SAM
912
Smartleaf Asset Management
Massachusetts
$23.8M +$8.25M +12,809 +56%
KFS
913
Kelly Financial Services
Massachusetts
$23.8M -$1.68M -2,616 -7%
DC
914
DeDora Capital
California
$23.8M +$106K +164 +0.5%
GG
915
GenWealth Group
New Jersey
$23.8M +$378K +587 +2%
CAC
916
Certified Advisory Corp
Florida
$23.8M -$126K -195 -0.5%
4FG
917
4Thought Financial Group
New York
$23.7M -$293K -455 -1%
CFO
918
CVA Family Office
Colorado
$23.7M +$130K +202 +0.6%
NW
919
NewEdge Wealth
Pennsylvania
$23.7M +$9.47M +14,709 +73%
SC
920
Saiph Capital
New Jersey
$23.6M -$6.62M -10,281 -23%
EWA
921
Emergent Wealth Advisors
New York
$23.6M +$595K +924 +3%
WCFA
922
Walkner Condon Financial Advisors
Wisconsin
$23.5M +$2.24M +3,482 +11%
PIA
923
Pinion Investment Advisors
Kansas
$23.4M +$4.47M +6,933 +25%
EFMH
924
E Fund Management (HK)
Hong Kong
$23.2M +$1.83M +2,849 +9%
MCCA
925
Mill Creek Capital Advisors
Pennsylvania
$23.2M +$274K +426 +1%
35 36
37
38 39