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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
926
IAG Wealth Partners
Wisconsin
$26.3M -$1.73M -2,546 -6%
WCP
927
Wick Capital Partners
Pennsylvania
$26.3M -$463K -682 -2%
4WM
928
4J Wealth Management
Virginia
$26.2M +$57.7K +85 +0.2%
PI
929
PJT Investments
$26.2M +$6.55M +9,642 +34%
GG
930
GenWealth Group
New Jersey
$26.1M +$1.41M +2,070 +6%
VAS
931
Vestmark Advisory Solutions
Massachusetts
$26.1M -$6.98M -10,284 -21%
HCM
932
Hengehold Capital Management
Ohio
$26M -$278K -409 -1%
ML
933
McAdam LLC
Pennsylvania
$26M -$242K -356 -0.9%
SIAM
934
Sterling Investment Advisors (Missouri)
Missouri
$26M +$179K +263 +0.7%
VWA
935
VERITY Wealth Advisors
United States
$25.9M – – –
CFS
936
Commonwealth Financial Services
West Virginia
$25.8M +$589K +868 +2%
GCG
937
Gilbert Capital Group
Maine
$25.8M +$3.07M +4,524 +14%
VFPW
938
Vantage Financial Partners (Wisconsin)
Wisconsin
$25.6M -$138K -203 -0.5%
SCA
939
Southern Capital Advisors
Tennessee
$25.5M +$177K +260 +0.7%
YWM
940
Yukon Wealth Management
Kansas
$25.5M -$3.09M -4,557 -11%
NRW
941
Nova R Wealth
Kansas
$25.5M -$2.04M -3,002 -7%
IASG
942
Investment Advisory Services Group
Florida
$25.3M +$25M +36,887 New
FFW
943
Fusion Family Wealth
New York
$25.3M -$88.3K -130 -0.4%
OCM
944
Orion Capital Management
California
$25.2M +$649K +956 +3%
SVWG
945
Shared Vision Wealth Group
United States
$25.2M -$1.03M -1,524 -4%
MWM
946
Mission Wealth Management
California
$25.2M -$1.28M -1,878 -5%
WPW
947
Waldron Private Wealth
Pennsylvania
$25.2M -$117K -172 -0.5%
SC
948
Stephenson & Company
California
$25M +$358K +527 +1%
HWA
949
Hilltop Wealth Advisors
North Carolina
$25M +$106K +156 +0.4%
GWMR
950
GC Wealth Management RIA
Massachusetts
$24.9M +$7.79M +11,475 +46%
36 37
38
39 40