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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
926
Sanctuary Wealth Management
Idaho
$13.2M +$12.4M +27,731 New
FFW
927
Fusion Family Wealth
New York
$13.2M +$844K +1,885 +7%
FWP
928
Firethorn Wealth Partners
Georgia
$13.2M +$1.09M +2,429 +10%
PGWM
929
Parisi Gray Wealth Management
New Jersey
$13.2M +$645K +1,441 +6%
BOSSRA
930
B.O.S.S. Retirement Advisors
Utah
$13.2M -$357K -797 -3%
WWM
931
Wiser Wealth Management
Georgia
$13.2M +$1.53M +3,422 +14%
TNB
932
Thomasville National Bank
Georgia
$13.2M -$1.19M -2,651 -9%
LFS
933
Lutz Financial Services
Nebraska
$13.1M +$601K +1,343 +5%
TMWM
934
Taylor & Morgan Wealth Management
Michigan
$13.1M +$861K +1,923 +8%
HCM
935
Highview Capital Management
Illinois
$13M -$324K -724 -3%
MWM
936
Mosley Wealth Management
California
$13M +$12.2M +27,256 New
ICG
937
InterOcean Capital Group
Tennessee
$12.9M -$1.32M -2,960 -10%
BWCS
938
Beirne Wealth Consulting Services
Connecticut
$12.8M -$3.18M -7,103 -21%
PFG
939
Pacific Financial Group
Washington
$12.8M -$63.6K -142 -0.5%
BCA
940
Bay Colony Advisors
Massachusetts
$12.8M +$2.4M +5,352 +25%
JFA
941
JNBA Financial Advisors
Minnesota
$12.8M +$7.83M +17,491 +187%
LSAG
942
Lake Street Advisors Group
New Hampshire
$12.8M -$1.4M -3,128 -10%
CBFP
943
Cedar Brook Financial Partners
Ohio
$12.8M -$675K -1,509 -5%
FC
944
Fulcrum Capital
Washington
$12.7M +$521K +1,165 +5%
PCP
945
Proficio Capital Partners
Massachusetts
$12.7M +$659K +1,472 +6%
PVI
946
Pine Valley Investments
New Jersey
$12.7M +$1.01M +2,251 +9%
TW
947
Transform Wealth
Colorado
$12.7M +$5.64M +12,595 +91%
OCM
948
Objective Capital Management
Ohio
$12.6M +$494K +1,103 +4%
DC
949
Destiny Capital
Colorado
$12.6M +$11.8M +26,342 New
CC
950
Copperleaf Capital
North Carolina
$12.5M +$318K +710 +3%
36 37
38
39 40