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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
926
Madison Wealth Partners
Wisconsin
$15.8M -$652K -1,240 -4%
SEIA
927
Signature Estate & Investment Advisors
California
$15.7M +$14.1M +26,823 +1,456%
EFA
928
Evernest Financial Advisors
Indiana
$15.6M -$293K -558 -2%
TMWM
929
Taylor & Morgan Wealth Management
Michigan
$15.6M +$475K +903 +3%
SSW
930
Smith Shellnut Wilson
Mississippi
$15.5M -$898K -1,708 -6%
BWM
931
BCGM Wealth Management
Indiana
$15.5M -$212K -404 -1%
GWP
932
Gateway Wealth Partners
Wisconsin
$15.5M +$846K +1,608 +6%
UCB
933
United Community Bank
South Carolina
$15.5M -$5.5M -10,453 -27%
TWM
934
TSA Wealth Management
Texas
$15.5M -$6.69M -12,729 -31%
FW
935
Fairway Wealth
Ohio
$15.4M +$42.1K +80 +0.3%
BIP
936
Blueprint Investment Partners
North Carolina
$15.4M -$1.14M -2,162 -7%
PCM
937
Parsons Capital Management
Rhode Island
$15.3M +$94.1K +179 +0.6%
CPW
938
Catalyst Private Wealth
California
$15.2M -$6.1M -11,604 -29%
CSPIA
939
Cary Street Partners Investment Advisory
Virginia
$15.1M +$3.11M +5,922 +27%
MFT
940
Moisand Fitzgerald Tamayo
Florida
$15.1M -$594K -1,130 -4%
WA
941
WBH Advisory
Maryland
$15.1M +$520K +988 +4%
BWS
942
Buck Wealth Strategies
Colorado
$15M +$13.9M +26,451 +2,546%
AWG
943
Altus Wealth Group
Colorado
$15M +$4.83M +9,188 +50%
FFW
944
Fusion Family Wealth
New York
$15M -$160K -304 -1%
TNB
945
Thomasville National Bank
Georgia
$15M +$171K +326 +1%
XF
946
XML Financial
Maryland
$14.9M +$1.93M +3,677 +16%
4FG
947
4Thought Financial Group
New York
$14.9M -$1.72M -3,265 -11%
FPAS
948
Focus Partners Advisor Solutions
Missouri
$14.9M +$1.34M +2,548 +10%
FC
949
Fulcrum Capital
Washington
$14.8M -$48.9K -93 -0.3%
SGCA
950
Steel Grove Capital Advisors
Tennessee
$14.8M -$996K -1,895 -7%
36 37
38
39 40