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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
901
Richwood Investment Advisors
Ohio
$26.2M +$389K +569 +1%
DWM
902
Drive Wealth Management
Utah
$26.1M -$608K -890 -2%
BIAS
903
Beacon Investment Advisory Services
New Jersey
$26.1M -$381K -558 -1%
TFP
904
Townsend Financial Planning
Kentucky
$26.1M +$769K +1,126 +3%
PWP
905
PrairieView Wealth Partners
Illinois
$26.1M +$257K +377 +1%
BFG
906
Beacon Financial Group
Texas
$26M +$5.33M +7,808 +24%
SCA
907
Southern Capital Advisors
Tennessee
$26M +$1.69M +2,469 +7%
PPC
908
Park Place Capital
Alabama
$25.9M +$3.03M +4,441 +13%
IASG
909
Investment Advisory Services Group
Florida
$25.8M +$1.83M +2,685 +7%
EFS
910
Essex Financial Services
Connecticut
$25.7M +$212K +310 +0.8%
GKWIM
911
Gerber Kawasaki Wealth & Investment Management
California
$25.7M -$1.43M -2,096 -5%
LP
912
LGL Partners
Pennsylvania
$25.7M +$2.34M +3,421 +10%
TIAAOA
913
Teachers Insurance & Annuity Association of America
New York
$25.7M – – –
EWM
914
Evermay Wealth Management
Virginia
$25.6M -$386K -565 -1%
S
915
SignatureFD
Georgia
$25.6M -$6.32M -9,260 -19%
EIA
916
Eldridge Investment Advisors
New Hampshire
$25.5M -$349K -511 -1%
NEAM
917
New England Asset Management
Connecticut
$25.5M – – –
HI
918
Human Investing
Oregon
$25.4M -$338K -495 -1%
FW
919
Fairway Wealth
Ohio
$25.4M +$163K +239 +0.6%
SIAM
920
Sterling Investment Advisors (Missouri)
Missouri
$25.4M +$647K +947 +2%
WDG
921
Wealth Dimensions Group
Ohio
$25.4M -$580K -849 -2%
TW
922
Traveka Wealth
California
$25.2M +$8.68M +12,710 +49%
SCM
923
Sunbeam Capital Management
Georgia
$25M +$3.68M +5,382 +16%
SC
924
Stephenson & Company
California
$25M +$1.26M +1,850 +5%
IWP
925
IAG Wealth Partners
Wisconsin
$25M -$56K -82 -0.2%
35 36
37
38 39