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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
901
WHI Trust
Illinois
$27.2M +$27M +39,771 New
BAM
902
Belpointe Asset Management
Nevada
$27.2M +$1.15M +1,700 +4%
DC
903
Destiny Capital
Colorado
$27.2M +$905K +1,333 +3%
RWMH
904
Riverpoint Wealth Management Holdings
Illinois
$27.2M -$590K -869 -2%
LT
905
Legacy Trust
Michigan
$27.2M +$1.58M +2,321 +6%
HSWM
906
Hubbell Strickland Wealth Management
Louisiana
$27.2M +$538K +792 +2%
WDG
907
Wealth Dimensions Group
Ohio
$27.2M -$178K -262 -0.7%
OAP
908
One Advisory Partners
Kansas
$27.2M +$151K +223 +0.6%
EIA
909
Eldridge Investment Advisors
New Hampshire
$27.1M -$237K -349 -0.9%
PWP
910
PrairieView Wealth Partners
Illinois
$27.1M +$230K +338 +0.9%
CWA
911
CM Wealth Advisors
Ohio
$27M +$1.98M +2,910 +8%
BAS
912
Breakthru Advisory Services
Wisconsin
$27M -$3.99M -5,874 -13%
HI
913
Human Investing
Oregon
$27M -$293K -431 -1%
EFM
914
Eley Financial Management
Vermont
$27M +$276K +406 +1%
TIAAOA
915
Teachers Insurance & Annuity Association of America
New York
$26.9M -$1.21M -1,775 -4%
FSA
916
Financial Services Advisory
Maryland
$26.9M +$42.1K +62 +0.2%
PCA
917
Peddock Capital Advisors
Massachusetts
$26.9M +$1.6M +2,355 +6%
EFS
918
Essex Financial Services
Connecticut
$26.8M +$61.1K +90 +0.2%
NEAM
919
New England Asset Management
Connecticut
$26.7M – – –
TFP
920
Townsend Financial Planning
Kentucky
$26.6M +$26.3M +38,783 New
AWA
921
American Wealth Advisors
Georgia
$26.6M -$664K -978 -2%
DI
922
DAGCO Inc
Ohio
$26.5M +$748K +1,102 +3%
FW
923
Fairway Wealth
Ohio
$26.5M +$644K +948 +3%
CST
924
Charles Schwab Trust
Nevada
$26.4M -$1.42M -2,094 -5%
ETC
925
Exchange Traded Concepts
Oklahoma
$26.3M +$9.87M +14,542 +61%
35 36
37
38 39