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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
926
4J Wealth Management
Virginia
$26.2M +$57.7K +85 +0.2%
PI
927
PJT Investments
$26.2M +$6.55M +9,642 +34%
GG
928
GenWealth Group
New Jersey
$26.1M +$1.41M +2,070 +6%
VAS
929
Vestmark Advisory Solutions
Massachusetts
$26.1M -$6.98M -10,284 -21%
HCM
930
Hengehold Capital Management
Ohio
$26M -$278K -409 -1%
ML
931
McAdam LLC
Pennsylvania
$26M -$242K -356 -0.9%
SIAM
932
Sterling Investment Advisors (Missouri)
Missouri
$26M +$179K +263 +0.7%
VWA
933
VERITY Wealth Advisors
United States
$25.9M – – –
CFS
934
Commonwealth Financial Services
West Virginia
$25.8M +$589K +868 +2%
GCG
935
Gilbert Capital Group
Maine
$25.8M +$3.07M +4,524 +14%
VFPW
936
Vantage Financial Partners (Wisconsin)
Wisconsin
$25.6M -$138K -203 -0.5%
SCA
937
Southern Capital Advisors
Tennessee
$25.5M +$177K +260 +0.7%
YWM
938
Yukon Wealth Management
Kansas
$25.5M -$3.09M -4,557 -11%
NRW
939
Nova R Wealth
Kansas
$25.5M -$2.04M -3,002 -7%
IASG
940
Investment Advisory Services Group
Florida
$25.3M +$25M +36,887 New
FFW
941
Fusion Family Wealth
New York
$25.3M -$88.3K -130 -0.4%
OCM
942
Orion Capital Management
California
$25.2M +$649K +956 +3%
SVWG
943
Shared Vision Wealth Group
United States
$25.2M -$1.03M -1,524 -4%
MWM
944
Mission Wealth Management
California
$25.2M -$1.28M -1,878 -5%
WPW
945
Waldron Private Wealth
Pennsylvania
$25.2M -$117K -172 -0.5%
SC
946
Stephenson & Company
California
$25M +$358K +527 +1%
HWA
947
Hilltop Wealth Advisors
North Carolina
$25M +$106K +156 +0.4%
GWMR
948
GC Wealth Management RIA
Massachusetts
$24.9M +$7.79M +11,475 +46%
OWA
949
One Wealth Advisors
California
$24.9M -$331K -488 -1%
MWP
950
Moller Wealth Partners
$24.9M -$1.99M -2,936 -7%
36 37
38
39 40