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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
926
Hoese & Co
Minnesota
$21M -$81.5K -142 -0.4%
XF
927
XML Financial
Maryland
$21M +$1.81M +3,156 +10%
PPC
928
Park Place Capital
Alabama
$21M +$13.8M +24,084 +248%
DCM
929
Dimension Capital Management
Florida
$21M +$114K +199 +0.6%
WPC
930
Waters Parkerson & Co
Louisiana
$20.9M +$1.83M +3,189 +10%
MWP
931
Madison Wealth Partners
Wisconsin
$20.9M +$1.1M +1,922 +6%
HAS
932
Holland Advisory Services
Florida
$20.8M +$20.7K +36 +0.1%
AWM
933
Avaii Wealth Management
Wisconsin
$20.6M -$1.98M -3,444 -9%
FW
934
Fairway Wealth
Ohio
$20.6M +$207K +361 +1%
GCG
935
Gilbert Capital Group
Maine
$20.6M +$19M +33,101 New
APM
936
a16z Perennial Management
California
$20.6M – – –
OWA
937
Outlook Wealth Advisors
Texas
$20.5M +$433K +754 +2%
BWCS
938
Beirne Wealth Consulting Services
Connecticut
$20.3M +$6.37M +11,090 +51%
JWM
939
Jackson Wealth Management
Florida
$20.3M +$130K +227 +0.7%
GWM
940
Global Wealth Management
New Jersey
$20.2M +$262K +456 +1%
WA
941
WBH Advisory
Maryland
$20.2M -$2.22M -3,861 -11%
SAM
942
Sherman Asset Management
California
$20.2M -$1.25M -2,175 -6%
SWP
943
SIMA Wealth Partners
Virginia
$20.1M -$390K -679 -2%
WJA
944
Willis Johnson & Associates
Texas
$19.9M +$155K +270 +0.8%
PWM
945
Pines Wealth Management
North Carolina
$19.9M +$343K +598 +2%
AWS
946
Aspen Wealth Strategies
Colorado
$19.9M +$203K +353 +1%
EFM
947
E Fund Management
China
$19.8M +$1.19M +2,077 +7%
EFMH
948
E Fund Management (HK)
Hong Kong
$19.8M +$1.19M +2,077 +7%
SCP
949
Stevens Capital Partners
Nebraska
$19.8M -$895K -1,558 -5%
BFG
950
Beacon Financial Group
Texas
$19.7M -$13.6M -23,735 -43%
36 37
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