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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
926
Arete Wealth Advisors
Illinois
$15.2M -$1.98M -3,959 -12%
PCA
927
Pallas Capital Advisors
Massachusetts
$15.2M -$1.28M -2,549 -8%
EWA
928
Emergent Wealth Advisors
New York
$15.2M +$342K +683 +2%
BWM
929
BCGM Wealth Management
Indiana
$15.1M +$68.5K +137 +0.5%
MFT
930
Moisand Fitzgerald Tamayo
Florida
$15.1M -$482K -963 -3%
MWM
931
Modern Wealth Management
Kansas
$15M +$11M +21,905 +327%
IWMWV
932
Ironwood Wealth Management (West Virginia)
West Virginia
$14.9M -$120K -240 -0.8%
QCM
933
Quantinno Capital Management
New York
$14.8M +$4.65M +9,289 +49%
FW
934
Fairway Wealth
Ohio
$14.8M +$101K +202 +0.7%
LI
935
Louisbourg Investments
New Brunswick, Canada
$14.7M +$134K +268 +0.9%
MWAM
936
Manhattan West Asset Management
California
$14.6M +$2.62M +5,235 +23%
VP
937
Verum Partners
North Carolina
$14.6M -$1.32M -2,634 -9%
PCM
938
Parsons Capital Management
Rhode Island
$14.6M -$51K -102 -0.4%
PS
939
Portfolio Strategies
New York
$14.6M +$13.1M +26,169 +1,678%
FFW
940
Fusion Family Wealth
New York
$14.6M – – –
WWM
941
Wiser Wealth Management
Georgia
$14.5M -$189K -378 -1%
AWM
942
Axxcess Wealth Management
California
$14.5M -$56.5K -113 -0.4%
BAM
943
Belpointe Asset Management
Nevada
$14.5M -$2.02M -4,030 -13%
EFA
944
Evernest Financial Advisors
Indiana
$14.5M +$5.23M +10,461 +56%
TMWM
945
Taylor & Morgan Wealth Management
Michigan
$14.5M +$73.6K +147 +0.5%
HCM
946
Hengehold Capital Management
Ohio
$14.5M +$894K +1,787 +7%
HCM
947
Highview Capital Management
Illinois
$14.5M +$121K +241 +0.9%
BFM
948
Broadview Financial Management
Wisconsin
$14.4M -$331K -662 -2%
FC
949
Fulcrum Capital
Washington
$14.3M +$296K +591 +2%
BCA
950
Bay Colony Advisors
Massachusetts
$14.2M +$128K +256 +1%
36 37
38
39 40