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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
926
Western Wealth Management
Colorado
$21M +$5.74K +10 +0%
HC
927
Hoese & Co
Minnesota
$21M -$81.5K -142 -0.4%
XF
928
XML Financial
Maryland
$21M +$1.81M +3,156 +10%
PPC
929
Park Place Capital
Alabama
$21M +$13.8M +24,084 +248%
DCM
930
Dimension Capital Management
Florida
$21M +$114K +199 +0.6%
WPC
931
Waters Parkerson & Co
Louisiana
$20.9M +$1.83M +3,189 +10%
MWP
932
Madison Wealth Partners
Wisconsin
$20.9M +$1.1M +1,922 +6%
HAS
933
Holland Advisory Services
Florida
$20.8M +$20.7K +36 +0.1%
AWM
934
Avaii Wealth Management
Wisconsin
$20.6M -$1.98M -3,444 -9%
FW
935
Fairway Wealth
Ohio
$20.6M +$207K +361 +1%
GCG
936
Gilbert Capital Group
Maine
$20.6M +$19M +33,101 New
APM
937
a16z Perennial Management
California
$20.6M – – –
OWA
938
Outlook Wealth Advisors
Texas
$20.5M +$433K +754 +2%
BWCS
939
Beirne Wealth Consulting Services
Connecticut
$20.3M +$6.37M +11,090 +51%
JWM
940
Jackson Wealth Management
Florida
$20.3M +$130K +227 +0.7%
GWM
941
Global Wealth Management
New Jersey
$20.2M +$262K +456 +1%
WA
942
WBH Advisory
Maryland
$20.2M -$2.22M -3,861 -11%
SAM
943
Sherman Asset Management
California
$20.2M -$1.25M -2,175 -6%
SWP
944
SIMA Wealth Partners
Virginia
$20.1M -$390K -679 -2%
WJA
945
Willis Johnson & Associates
Texas
$19.9M +$155K +270 +0.8%
PWM
946
Pines Wealth Management
North Carolina
$19.9M +$343K +598 +2%
AWS
947
Aspen Wealth Strategies
Colorado
$19.9M +$203K +353 +1%
EFM
948
E Fund Management
China
$19.8M +$1.19M +2,077 +7%
EFMH
949
E Fund Management (HK)
Hong Kong
$19.8M +$1.19M +2,077 +7%
SCP
950
Stevens Capital Partners
Nebraska
$19.8M -$895K -1,558 -5%
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