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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
951
Beacon Investment Advisory Services
New Jersey
$29.1M -$791K -1,086 -3%
STA
952
Summit Trail Advisors
New York
$29.1M +$3.06M +4,208 +12%
PWP
953
PrairieView Wealth Partners
Illinois
$29.1M -$786K -1,079 -3%
S
954
SignatureFD
Georgia
$29M -$341K -468 -1%
PPC
955
Park Place Capital
Alabama
$28.9M -$722K -991 -3%
FW
956
Fairway Wealth
Ohio
$28.9M -$252K -346 -0.9%
LWM
957
Liberty Wealth Management
California
$28.8M – – –
SIAM
958
Sterling Investment Advisors (Missouri)
Missouri
$28.8M -$296K -406 -1%
CPW
959
Catalyst Private Wealth
California
$28.7M -$3.53M -4,841 -11%
GG
960
GenWealth Group
New Jersey
$28.5M +$27.2M +37,352 +4,870%
VWA
961
VERITY Wealth Advisors
United States
$28.3M – – –
DC
962
DeDora Capital
California
$28.2M +$1.44M +1,980 +6%
PPW
963
Parcion Private Wealth
Washington
$28.1M +$846M +1,162,148 +41,007%
VHAM
964
Van Hulzen Asset Management
California
$28.1M +$2.96M +4,071 +12%
XF
965
XML Financial
Maryland
$28M +$805K +1,105 +3%
AWA
966
American Wealth Advisors
Georgia
$28M -$130K -178 -0.5%
IWP
967
IAG Wealth Partners
Wisconsin
$27.8M -$816K -1,120 -3%
MW
968
Members Wealth
Pennsylvania
$27.7M +$130K +179 +0.5%
LFWA
969
LiftPoint Family Wealth Advisors
New Jersey
$27.7M +$7.67M +10,539 +40%
OWA
970
One Wealth Advisors
California
$27.6M +$818K +1,123 +3%
CG
971
Cynosure Group
Utah
$27.6M +$1.03M +1,421 +4%
WDG
972
Wealth Dimensions Group
Ohio
$27.5M -$1.49M -2,046 -5%
MWP
973
Madison Wealth Partners
Wisconsin
$27.5M +$591K +811 +2%
IASG
974
Investment Advisory Services Group
Florida
$27.4M -$2.15M -2,955 -7%
DWM
975
Ducere Wealth Management
California
$27.4M +$4.03M +5,536 +18%
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