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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
$26.3M +$372K +545 +1%
MW
902
Members Wealth
Pennsylvania
$26.3M +$978K +1,432 +4%
CFS
903
Commonwealth Financial Services
West Virginia
$26.3M +$1.73M +2,534 +7%
FNBOH
904
First National Bank of Hutchinson
Kansas
$26.2M -$1.58M -2,320 -5%
RIA
905
Richwood Investment Advisors
Ohio
$26.2M +$389K +569 +1%
DWM
906
Drive Wealth Management
Utah
$26.1M -$608K -890 -2%
BIAS
907
Beacon Investment Advisory Services
New Jersey
$26.1M -$381K -558 -1%
TFP
908
Townsend Financial Planning
Kentucky
$26.1M +$769K +1,126 +3%
PWP
909
PrairieView Wealth Partners
Illinois
$26.1M +$257K +377 +1%
BFG
910
Beacon Financial Group
Texas
$26M +$5.33M +7,808 +24%
SCA
911
Southern Capital Advisors
Tennessee
$26M +$1.69M +2,469 +7%
PPC
912
Park Place Capital
Alabama
$25.9M +$3.03M +4,441 +13%
IASG
913
Investment Advisory Services Group
Florida
$25.8M +$1.83M +2,685 +7%
EFS
914
Essex Financial Services
Connecticut
$25.7M +$212K +310 +0.8%
GKWIM
915
Gerber Kawasaki Wealth & Investment Management
California
$25.7M -$1.43M -2,096 -5%
LP
916
LGL Partners
Pennsylvania
$25.7M +$2.34M +3,421 +10%
TIAAOA
917
Teachers Insurance & Annuity Association of America
New York
$25.7M – – –
EWM
918
Evermay Wealth Management
Virginia
$25.6M -$386K -565 -1%
S
919
SignatureFD
Georgia
$25.6M -$6.32M -9,260 -19%
EIA
920
Eldridge Investment Advisors
New Hampshire
$25.5M -$349K -511 -1%
NEAM
921
New England Asset Management
Connecticut
$25.5M – – –
HI
922
Human Investing
Oregon
$25.4M -$338K -495 -1%
FW
923
Fairway Wealth
Ohio
$25.4M +$163K +239 +0.6%
SIAM
924
Sterling Investment Advisors (Missouri)
Missouri
$25.4M +$647K +947 +2%
WDG
925
Wealth Dimensions Group
Ohio
$25.4M -$580K -849 -2%
35 36
37
38 39