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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
926
Private Portfolio Partners
New Jersey
$5.44M +$634K +1,781 +14%
LWP
927
Laurel Wealth Planning
Minnesota
$5.43M +$5.15M +14,455 New
X
928
Xponance
Pennsylvania
$5.42M +$1.89M +5,307 +58%
CCG
929
Cypress Capital Group
Florida
$5.41M -$5.34K -15 -0.1%
PAM
930
Peak Asset Management
Colorado
$5.41M -$163K -457 -3%
SWA
931
Sightline Wealth Advisors
Connecticut
$5.4M +$5.12M +14,388 New
WMP
932
Wealth Management Partners
Arizona
$5.38M +$4.97M +13,972 New
FWM
933
Frontier Wealth Management
Missouri
$5.36M -$215K -604 -4%
AWA
934
Arkadios Wealth Advisors
Georgia
$5.36M +$4.6M +12,937 +970%
GM
935
GeoWealth Management
Illinois
$5.34M +$5.07M +14,234 New
OPWM
936
Oxinas Partners Wealth Management
Indiana
$5.32M +$5.04M +14,170 New
CL
937
COWA LLC
Oklahoma
$5.26M +$4.9M +13,780 New
T
938
TrueFG
Texas
$5.2M +$385K +1,082 +8%
HG
939
Harbor Group
New Hampshire
$5.19M +$4.84M +13,611 New
BWFA
940
Baltimore-Washington Financial Advisors
Maryland
$5.18M +$1.22M +3,425 +33%
CW
941
CreativeOne Wealth
Kansas
$5.18M +$3.52M +9,885 +252%
MBT
942
Montecito Bank & Trust
California
$5.17M -$203K -571 -4%
JWA
943
JFS Wealth Advisors
Pennsylvania
$5.17M +$558K +1,567 +13%
NGA
944
Naples Global Advisors
Florida
$5.17M +$448K +1,259 +10%
TWP
945
Tower Wealth Partners
Pennsylvania
$5.17M +$4.9M +13,768 New
TA
946
Townsend & Associates
Colorado
$5.17M +$173K +487 +4%
EWM
947
Empirical Wealth Management
Washington
$5.16M +$369K +1,037 +8%
APG
948
Abacus Planning Group
South Carolina
$5.12M -$16.4K -46 -0.3%
JA
949
JVL Associates
Michigan
$5.11M – – –
AC
950
Allstate Corporation
Illinois
$5.07M – – –
36 37
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39 40