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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
926
Paces Ferry Wealth Advisors
Georgia
$4.06M +$4.02M +12,088 New
EFS
927
Essex Financial Services
Connecticut
$4.06M +$419K +1,260 +12%
CG
928
Caprock Group
Idaho
$4.05M – – –
FNBOSM
929
First National Bank of South Miami
Florida
$4.03M -$219K -658 -5%
BWA
930
Beam Wealth Advisors
Louisiana
$4.03M +$266K +800 +7%
HFRG
931
Houlihan Financial Resource Group
Virginia
$4.03M +$3.74M +11,248 New
GCM
932
Gibraltar Capital Management
Oklahoma
$4.02M -$417K -1,254 -9%
CCM
933
Condor Capital Management
New Jersey
$4M -$267K -802 -6%
AWS
934
AJ Wealth Strategies
New York
$4M – – –
BO
935
BRR OpCo
Ohio
$4M +$519K +1,559 +15%
PCS
936
Personal CFO Solutions
New Jersey
$4M -$222K -668 -6%
AFM
937
Andesa Financial Management
Pennsylvania
$3.99M +$2.1M +6,309 +114%
KFGK
938
Keystone Financial Group (Kentucky)
Kentucky
$3.99M +$49.3K +148 +1%
BBVA
939
Banco Bilbao Vizcaya Argentaria
Spain
$3.98M +$485K +1,457 +14%
FFW
940
Fusion Family Wealth
New York
$3.97M -$304K -913 -7%
LWAC
941
Laurel Wealth Advisors (California)
California
$3.94M -$1.38M -4,136 -26%
SFM
942
Signet Financial Management
New Jersey
$3.92M -$19.6K -59 -0.5%
UTC
943
Unified Trust Company
Kentucky
$3.92M -$8.65K -26 -0.2%
ACA
944
Ackerman Capital Advisors
Texas
$3.9M – – –
WMA
945
White Mountains Advisors
Connecticut
$3.87M -$34.7M -104,200 -90%
WMA
946
Wealth Management Associates
New Jersey
$3.85M -$58.2K -175 -2%
TI
947
Trexquant Investment
Connecticut
$3.84M +$608K +1,828 +19%
CAG
948
Csenge Advisory Group
Florida
$3.84M -$688K -2,067 -15%
CRC
949
Curi RMB Capital
Illinois
$3.76M -$218K -655 -6%
BG
950
Berry Group
Massachusetts
$3.76M -$6.66K -20 -0.2%
36 37
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