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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
926
Altus Wealth Group
Colorado
$20.7M +$1.57M +2,652 +8%
AWM
927
Abound Wealth Management
Tennessee
$20.6M +$407K +688 +2%
TVM
928
True Vision MN
Minnesota
$20.6M -$191K -322 -0.9%
DC
929
DeDora Capital
California
$20.6M +$15.4K +26 +0.1%
HAS
930
Holland Advisory Services
Florida
$20.5M -$133K -225 -0.6%
RIA
931
Richwood Investment Advisors
Ohio
$20.5M +$936K +1,582 +5%
SCA
932
Southern Capital Advisors
Tennessee
$20.4M +$381K +643 +2%
PFG
933
Pacific Financial Group
Washington
$20.4M -$952K -1,609 -4%
PWP
934
PrairieView Wealth Partners
Illinois
$20.4M -$238K -402 -1%
BIP
935
Blueprint Investment Partners
North Carolina
$20.4M +$6.52M +11,017 +47%
TC
936
TAGStone Capital
North Carolina
$20.4M -$56.2K -95 -0.3%
CFO
937
CVA Family Office
Colorado
$20.3M +$253K +428 +1%
HWA
938
Hilltop Wealth Advisors
North Carolina
$20.2M -$101K -170 -0.5%
CSP
939
Cary Street Partners
Virginia
$20.2M +$20.3M +34,362 New
WA
940
WBH Advisory
Maryland
$20.2M +$3.09M +5,223 +18%
SC
941
Stephenson & Company
California
$20.1M +$658K +1,112 +3%
PAMG
942
Patton Albertson Miller Group
Tennessee
$20M +$9.17M +15,499 +84%
NWA
943
New World Advisors
Massachusetts
$20M +$6.79M +11,474 +51%
4WM
944
4J Wealth Management
Virginia
$20M -$42.6K -72 -0.2%
HC
945
Hoese & Co
Minnesota
$20M -$617K -1,042 -3%
TSWM
946
Tyler-Stone Wealth Management
Ohio
$19.9M -$23.1K -39 -0.1%
GWM
947
GDS Wealth Management
Texas
$19.9M -$961K -1,623 -5%
SWM
948
Sanctuary Wealth Management
Idaho
$19.8M +$19.9M +33,685 +673,700%
FNT
949
First National Trust
Pennsylvania
$19.8M -$519K -877 -3%
EWM
950
EPG Wealth Management
Georgia
$19.8M -$606K -1,024 -3%
36 37
38
39 40